We are live on ! Find out more
TDF

Templeton Dragon Fund

49 hedge funds and large institutions have $189M invested in Templeton Dragon Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4849 (+1)

4% more capital invested

Capital invested by funds: $182M → $189M (+$6.95M)

0.58% more ownership

Funds ownership: 74.17%74.76% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
10
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$210K
DWM
27
Dakota Wealth Management
Florida
$179K
RG
28
Rathbones Group
United Kingdom
$152K
AC
29
Almitas Capital
California
$148K -$97.9K -10,329 -41%
LPL Financial
30
LPL Financial
California
$139K -$10.5K -1,106 -7%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$122K -$109K -11,501 -48%
DE
32
Diversified Enterprises
Delaware
$113K +$107K +11,264 New
HighTower Advisors
33
HighTower Advisors
Illinois
$101K -$36.6K -3,857 -28%
JEST
34
JTC Employer Solutions Trustee
Jersey
$70K
CA
35
Clearstead Advisors
Ohio
$62.8K +$95 +10 +0.2%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$52.7K -$1.9K -200 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$39K -$25.7K -2,712 -41%
US Bancorp
38
US Bancorp
Minnesota
$34.3K
BCWM
39
Bartlett & Co Wealth Management
Ohio
$21K
WIM
40
Westside Investment Management
California
$18.6K
Jones Financial Companies
41
Jones Financial Companies
Missouri
$15K
Osaic Holdings
42
Osaic Holdings
Arizona
$14.1K +$2.47K +260 +23%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$11.6K -$152 -16 -1%
HI
44
Harbour Investments
Wisconsin
$5.36K
GWM
45
Geneos Wealth Management
Colorado
$4.43K -$4.2K -443 -50%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59K
IA
47
IFP Advisors
Florida
$3.24K
MYIA
48
Mount Yale Investment Advisors
Colorado
$3.17K +$3.01K +317 New
GEA
49
Glen Eagle Advisors
New Jersey
$122
Calamos Advisors
50
Calamos Advisors
Illinois
-$246K -25,356 Closed

TDF Hedge Fund Activity: Q2 2025 in Review

49 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q2 2025, worth a combined $189M — up 3.8% from $182M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TDF positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $4.6M. The largest seller was Allspring Global Investments, cutting an estimated $1.77M.

  • 49 institutional investors held Templeton Dragon Fund (TDF) as of Q2 2025, up from 48 in Q1 2025.
  • Funds reported $189M of Templeton Dragon Fund stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 5 funds opened new Templeton Dragon Fund positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest Templeton Dragon Fund buyer in Q2 2025 was Saba Capital Management, an estimated $4.6M added.
  • The largest Templeton Dragon Fund seller in Q2 2025 was Allspring Global Investments, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2025.