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Franklin Limited Duration Income Trust

98 hedge funds and large institutions have $94.5M invested in Franklin Limited Duration Income Trust in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

13% more funds holding

Funds holding: 8798 (+11)

12% more capital invested

Capital invested by funds: $84.4M → $94.5M (+$10.1M)

5.02% more ownership

Funds ownership: 32.97%37.99% (+5%)

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
32
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.8M +$1.31M +213,003 +7%
LPL Financial
2
LPL Financial
California
$9.26M -$71.4K -11,589 -0.8%
AAM
3
Advisors Asset Management
Colorado
$6.55M -$16.8K -2,730 -0.3%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$5.04M +$5.04M +819,044 New
GC
5
Guggenheim Capital
Illinois
$4.99M -$111K -18,030 -2%
Wells Fargo
6
Wells Fargo
California
$4.84M -$25.3K -4,100 -0.5%
Invesco
7
Invesco
Georgia
$4.46M -$268K -43,581 -6%
PCM
8
Penserra Capital Management
California
$4.46M +$413K +67,125 +10%
SFS
9
Shaker Financial Services
Virginia
$3.04M -$1.22M -198,368 -29%
AIA
10
Absolute Investment Advisers
Florida
$3.02M +$3.02M +490,414 New
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$2.9M
GA
12
GraniteShares Advisors
New York
$2.69M -$169K -27,504 -6%
WAM
13
Wolverine Asset Management
Illinois
$1.57M +$1.5M +243,859 +2,181%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.49M +$37.6K +6,101 +3%
RC
15
Rareview Capital
Nevada
$1.34M +$112K +18,170 +10%
QL
16
Quarry LP
New York
$1.18M +$1.19M +192,663 New
Bank of America
17
Bank of America
North Carolina
$1.13M -$21.5K -3,486 -2%
KAS
18
Kestra Advisory Services
Texas
$1.12M +$6.36K +1,032 +0.6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.09M +$92.4K +14,997 +9%
KWM
20
Kingsview Wealth Management
Oregon
$771K +$590K +95,745 +323%
CFD
21
Creative Financial Designs
Indiana
$691K -$158K -25,612 -19%
NA
22
NewEdge Advisors
Louisiana
$595K -$103K -16,700 -15%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$564K -$3.44K -559 -0.6%
EMAM
24
Encompass More Asset Management
California
$561K -$234 -38 -0%
PAG
25
Private Advisor Group
New Jersey
$518K -$1.17K -190 -0.2%