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PMO

Franklin Municipal Opportunities Trust

85 hedge funds and large institutions have $81.4M invested in Franklin Municipal Opportunities Trust in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

10% more capital invested

Capital invested by funds: $74M → $81.4M (+$7.43M)

1.26% more ownership

Funds ownership: 23.52%24.79% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 8785 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
26
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Intellus Advisors
Florida
$1.06M -$239K -24,001 -19%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$969K +$5.36K +538 +0.6%
NRW
28
Nova R Wealth
Kansas
$961K
CIA
29
Capital Investment Advisors
Georgia
$932K -$8.09K -812 -0.9%
RP
30
Riverbridge Partners
Minnesota
$796K +$20.7K +2,074 +3%
Stifel Financial
31
Stifel Financial
Missouri
$755K +$386K +38,752 +113%
Raymond James Financial
32
Raymond James Financial
Florida
$679K -$44.5K -4,465 -6%
NWMP
33
Noble Wealth Management PBC
Colorado
$455K +$439K +44,000 New
Osaic Holdings
34
Osaic Holdings
Arizona
$397K -$28.7K -2,877 -7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$359K -$47.7K -4,789 -12%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$331K
TFCP
37
Twin Focus Capital Partners
Massachusetts
$323K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$311K +$79.8K +8,002 +36%
CWP
39
Cyndeo Wealth Partners
Florida
$268K +$5.1K +512 +2%
LBC
40
Leigh Baldwin & Co
New York
$267K +$3.01K +302 +1%
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$239K -$18.6K -1,867 -7%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$235K +$3.25K +326 +1%
SWP
43
Stratos Wealth Partners
Ohio
$230K +$222K +22,300 New
HighTower Advisors
44
HighTower Advisors
Illinois
$215K -$13.1K -1,312 -6%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$215K -$77.4K -7,770 -27%
CCG
46
Catalina Capital Group
California
$212K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$211K -$2.44K -245 -1%
CAM
48
Cresset Asset Management
Illinois
$210K
ACA
49
Ackerman Capital Advisors
Texas
$207K +$200K +20,025 New
BB
50
Burford Brothers
Texas
$206K

PMO Hedge Fund Activity: Q3 2025 in Review

85 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q3 2025, worth a combined $81.4M — up 10% from $74M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PMO and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 26 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.13M. The largest seller was Tectonic Advisors, exiting entirely with an estimated $359K sold.

  • 85 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q3 2025, down from 87 in Q2 2025.
  • Funds reported $81.4M of Franklin Municipal Opportunities Trust stock for Q3 2025, up 10% quarter-over-quarter.
  • 6 funds opened new Franklin Municipal Opportunities Trust positions in Q3 2025 and 7 closed out, a net change of -1 holder.
  • The largest Franklin Municipal Opportunities Trust buyer in Q3 2025 was Advisors Asset Management, an estimated $1.13M added.
  • The largest Franklin Municipal Opportunities Trust seller in Q3 2025 was Tectonic Advisors, an estimated $359K sold.

Based on aggregated 13F filings for Q3 2025.