TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

48 hedge funds and large institutions have $182M invested in Templeton Dragon Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
17
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ohio Public Employees Retirement System (OPERS)
1
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.6M
2
Raymond James Financial
2
Raymond James Financial
Florida
$3.73M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$28.7M
4
Bank of America
4
Bank of America
North Carolina
$2.11M
5
AFG
5
Atomi Financial Group
New York
$539K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$199K
2
COLIM
2
City of London Investment Management
United Kingdom
$83.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.65M
4
1CP
4
1607 Capital Partners
Virginia
$496K
5
SFS
5
Shaker Financial Services
Virginia
$792K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$199K -$2.15M -221,496 -92%
Wells Fargo
27
Wells Fargo
California
$189K -$12K -1,240 -6%
DWM
28
Dakota Wealth Management
Florida
$174K +$11.4K +1,173 +7%
RG
29
Rathbones Group
United Kingdom
$147K – – –
LPL Financial
30
LPL Financial
California
$145K +$145K +14,976 New
HighTower Advisors
31
HighTower Advisors
Illinois
$136K -$19.9K -2,054 -13%
XT
32
XTX Topco
Cayman Islands
$99.8K +$99.8K +10,286 New
JEST
33
JTC Employer Solutions Trustee
Jersey
$68K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$64K +$2.33K +240 +4%
CA
35
Clearstead Advisors
Ohio
$60.9K +$97 +10 +0.2%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$53.1K +$4.85K +500 +10%
US Bancorp
37
US Bancorp
Minnesota
$33.3K -$1.65K -170 -5%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$20.4K – – –
WIM
39
Westside Investment Management
California
$18.1K – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$14.7K – – –
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$11.5K +$834 +86 +8%
Osaic Holdings
42
Osaic Holdings
Arizona
$11.2K +$204 +21 +2%
GWM
43
Geneos Wealth Management
Colorado
$8.59K +$4.3K +443 +100%
HI
44
Harbour Investments
Wisconsin
$5.2K – – –
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.49K +$3.49K +360 New
IA
46
IFP Advisors
Florida
$3.14K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.94K -$883 -91 -31%
GEA
48
Glen Eagle Advisors
New Jersey
$118 – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$92.9K -10,940 Closed
EC
50
Elequin Capital
New York
– -$38.3K -4,514 Closed
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2
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