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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
CIA
51
Concurrent Investment Advisors
Florida
$189K +$3.49K +350 +2%
OC
52
Oppenheimer & Co
New York
$182K
GCM
53
Generation Capital Management
New York
$173K
S
54
Sunpointe
Missouri
$159K -$100 -10 -0.1%
GCP
55
Gill Capital Partners
Colorado
$153K -$82.5K -8,277 -36%
SWM
56
Spire Wealth Management
Virginia
$145K
SP
57
Successful Portfolios
Florida
$139K +$9.97K +1,000 +8%
CWM
58
Collaborative Wealth Management
Florida
$138K
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$129K
MC
60
Moors & Cabot
Massachusetts
$126K +$7.67K +769 +7%
AF
61
Allworth Financial
California
$125K +$1.39K +139 +1%
TWP
62
Tyche Wealth Partners
Texas
$123K
Jane Street
63
Jane Street
New York
$123K +$119K +11,894 New
PWAC
64
Private Wealth Advisors (California)
California
$115K -$6.79K -681 -6%
ACP
65
Aviance Capital Partners
Florida
$109K -$24.2K -2,429 -19%
WFA
66
Wellspring Financial Advisors
Ohio
$108K
PFS
67
Prospera Financial Services
Texas
$108K +$937 +94 +0.9%
Citadel Advisors
68
Citadel Advisors
Florida
$106K +$102K +10,257 New
MWM
69
Meridian Wealth Management
Kentucky
$104K
MCM
70
MAI Capital Management
Ohio
$74.4K
Comerica Bank
71
Comerica Bank
Texas
$52K
DSC
72
Duncker Streett & Co
Missouri
$50.6K
GRP
73
Global Retirement Partners
California
$44.9K
AWM
74
Activest Wealth Management
Florida
$42.9K
CI
75
CX Institutional
Indiana
$31K

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.