We are live on ! Find out more
PMO

Franklin Municipal Opportunities Trust
PMO

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: 1 → 1 (0)

2% less funds holding

Funds holding: 87 → 85 (-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
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.13M
2
RCM
Robinson Capital Management
Michigan
+$718K
3
Wells Fargo
Wells Fargo
California
+$547K
4
SMC
Smith, Moore & Co
Missouri
+$471K
5
Stifel Financial
Stifel Financial
Missouri
+$386K

Top Sellers

Rank Fund Capital Flow
1
TA
Tectonic Advisors
Texas
-$359K
2
1CP
1607 Capital Partners
Virginia
-$270K
3
IA
Intellus Advisors
Florida
-$239K
4
UBS Group
UBS Group
Switzerland
-$221K
5
ANBT
American National Bank & Trust
Texas
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
76
D.J. St. Germain
Massachusetts
$31K – – –
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$30.2K – – –
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$26.2K – – –
RIL
79
Rothschild Investment LLC
Illinois
$24.7K – – –
GWM
80
Geneos Wealth Management
Colorado
$16.1K – – –
HI
81
Harbour Investments
Wisconsin
$14.5K – – –
MWM
82
Mascoma Wealth Management
New Hampshire
$12.3K – – –
KG
83
Kilter Group
New York
$12.2K +$11.8K +1,181 New
AIM
84
Anchor Investment Management
South Carolina
$10.3K – – –
HNB
85
Hilltop National Bank
Wyoming
$8.06K – – –
TA
86
Tectonic Advisors
Texas
– -$359K -36,290 Closed
ANBT
87
American National Bank & Trust
Texas
– -$198K -20,000 Closed
WAM
88
Wolverine Asset Management
Illinois
– -$178K -18,044 Closed
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
– -$108K -10,898 Closed
Nomura Holdings
90
Nomura Holdings
Japan
– -$98.9K -10,000 Closed
US Bancorp
91
US Bancorp
Minnesota
– -$46.3K -4,686 Closed
EC
92
Elequin Capital
New York
– -$79 -8 Closed
1 2 3
4

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.