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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
GC
1
Guggenheim Capital
Illinois
$6.28M +$27.8K +2,790 +0.5%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.82M +$337K +33,826 +6%
MWM
3
Melfa Wealth Management
Massachusetts
$4.96M
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.63M -$24K -2,410 -0.5%
AAM
5
Advisors Asset Management
Colorado
$4.34M +$1.13M +113,434 +37%
Morgan Stanley
6
Morgan Stanley
New York
$3.97M +$167K +16,790 +5%
1CP
7
1607 Capital Partners
Virginia
$3.62M -$270K -27,050 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.31M +$6.56K +658 +0.2%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.98M -$23.5K -2,357 -0.8%
Wells Fargo
10
Wells Fargo
California
$2.89M +$547K +54,844 +24%
KIM
11
Karpus Investment Management
New York
$2.65M +$244K +24,500 +11%
RCM
12
Rivernorth Capital Management
Florida
$2.56M
Ameriprise
13
Ameriprise
Minnesota
$1.94M +$41K +4,111 +2%
VanEck Associates
14
VanEck Associates
New York
$1.91M -$5.11K -513 -0.3%
MC
15
Matisse Capital
Oregon
$1.72M
RCM
16
Robinson Capital Management
Michigan
$1.66M +$718K +72,016 +81%
Bank of America
17
Bank of America
North Carolina
$1.59M +$18.7K +1,874 +1%
LPL Financial
18
LPL Financial
California
$1.57M +$247K +24,812 +20%
UBS Group
19
UBS Group
Switzerland
$1.41M -$221K -22,191 -14%
Cohen & Steers
20
Cohen & Steers
New York
$1.39M
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$1.36M +$375K +37,636 +40%
SMC
22
Smith, Moore & Co
Missouri
$1.29M +$471K +47,300 +61%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.28M -$25.2K -2,524 -2%
PAS
24
Park Avenue Securities
New York
$1.14M -$31.2K -3,127 -3%
Invesco
25
Invesco
Georgia
$1.07M +$252K +25,294 +32%

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.