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TDF

Templeton Dragon Fund
TDF

48 hedge funds and large institutions have $219M invested in Templeton Dragon Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

16% more capital invested

Capital invested by funds: $189M → $219M (+$29.4M)

0.69% less ownership

Funds ownership: 74.76% → 74.07% (-0.69%)

2% less funds holding

Funds holding: 49 → 48 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
3
Increased
19
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$647K
2
1CP
1607 Capital Partners
Virginia
+$612K
3
SCM
Saba Capital Management
New York
+$587K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$227K
5
Cohen & Steers
Cohen & Steers
New York
+$215K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$750K
2
COLIM
City of London Investment Management
United Kingdom
-$684K
3
Lazard Asset Management
Lazard Asset Management
New York
-$659K
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$659K
5
Raymond James Financial
Raymond James Financial
Florida
-$519K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$210K – – –
RG
27
Rathbones Group
United Kingdom
$177K – – –
LPL Financial
28
LPL Financial
California
$172K +$9.8K +913 +7%
Ameriprise
29
Ameriprise
Minnesota
$144K +$133K +12,346 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$143K – – –
DE
31
Diversified Enterprises
Delaware
$132K +$881 +82 +0.7%
JEST
32
JTC Employer Solutions Trustee
Jersey
$82K – – –
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$63.8K +$2.16K +201 +4%
CA
34
Clearstead Advisors
Ohio
$61.2K -$11.1K -1,035 -16%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$40K -$3.89K -362 -9%
US Bancorp
36
US Bancorp
Minnesota
$40K – – –
BCWM
37
Bartlett & Co Wealth Management
Ohio
$24.5K – – –
WIM
38
Westside Investment Management
California
$21.7K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$19.2K +$2.52K +235 +17%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$17.4K +$279 +26 +2%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$16.4K +$2.61K +243 +21%
HI
42
Harbour Investments
Wisconsin
$6.24K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$6.04K +$5.56K +518 New
GWM
44
Geneos Wealth Management
Colorado
$5.16K – – –
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.19K – – –
IA
46
IFP Advisors
Florida
$3.77K – – –
ASN
47
Advisory Services Network
Georgia
$2.91K +$2.69K +250 New
GEA
48
Glen Eagle Advisors
New Jersey
$144 – – –
LCM
49
Landscape Capital Management
New Jersey
– -$301K -30,136 Closed
AC
50
Almitas Capital
California
– -$148K -14,846 Closed
1
2
3

TDF Hedge Fund Activity: Q3 2025 in Review

48 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q3 2025, worth a combined $219M — up 16% from $189M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TDF and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 19 added.

The largest buyer was Shaker Financial Services, adding an estimated $647K. The largest seller was Allspring Global Investments, cutting an estimated $750K.

  • 48 institutional investors held Templeton Dragon Fund (TDF) as of Q3 2025, down from 49 in Q2 2025.
  • Funds reported $219M of Templeton Dragon Fund stock for Q3 2025, up 16% quarter-over-quarter.
  • 3 funds opened new Templeton Dragon Fund positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest Templeton Dragon Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $647K added.
  • The largest Templeton Dragon Fund seller in Q3 2025 was Allspring Global Investments, an estimated $750K sold.

Based on aggregated 13F filings for Q3 2025.