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TDF

Templeton Dragon Fund

50 hedge funds and large institutions have $216M invested in Templeton Dragon Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4850 (+2)

1.43% more ownership

Funds ownership: 74.07%75.5% (+1.4%)

1% less capital invested

Capital invested by funds: $219M → $216M (-$3.2M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
17
Reduced
11
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
$237K
DWM
27
Dakota Wealth Management
Florida
$205K +$1.71K +150 +0.8%
LPL Financial
28
LPL Financial
California
$174K +$7.67K +674 +5%
RG
29
Rathbones Group
United Kingdom
$171K
XT
30
XTX Topco
Cayman Islands
$147K +$149K +13,044 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$138K
DE
32
Diversified Enterprises
Delaware
$129K +$956 +84 +0.7%
JEST
33
JTC Employer Solutions Trustee
Jersey
$79K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$61.6K
CA
35
Clearstead Advisors
Ohio
$57.2K -$1.99K -175 -3%
FHA
36
Flagship Harbor Advisors
Massachusetts
$50.7K +$51.2K +4,500 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$39K -$695 -61 -2%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$23.6K
AIS
39
Advocate Investing Services
Maryland
$23.6K +$23.9K +2,100 New
WIM
40
Westside Investment Management
California
$21K
Jones Financial Companies
41
Jones Financial Companies
Missouri
$17.2K
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$15.9K +$91 +8 +0.6%
CA
43
CoreCap Advisors
Michigan
$13.5K +$13.7K +1,200 New
Osaic Holdings
44
Osaic Holdings
Arizona
$9.44K -$9.25K -812 -49%
BW
45
Basepoint Wealth
Iowa
$6.8K +$6.88K +604 New
US Bancorp
46
US Bancorp
Minnesota
$5.57K -$33.4K -2,935 -86%
GWM
47
Geneos Wealth Management
Colorado
$4.99K
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.04K
IA
49
IFP Advisors
Florida
$3.65K
GEA
50
Glen Eagle Advisors
New Jersey
$140

TDF Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q4 2025, worth a combined $216M — down 1.5% from $219M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TDF positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $2.38M. The largest seller was Newbridge Financial Services Group, exiting entirely with an estimated $677K sold.

  • 50 institutional investors held Templeton Dragon Fund (TDF) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $216M of Templeton Dragon Fund stock for Q4 2025, down 1.5% quarter-over-quarter.
  • 6 funds opened new Templeton Dragon Fund positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest Templeton Dragon Fund buyer in Q4 2025 was City of London Investment Management, an estimated $2.38M added.
  • The largest Templeton Dragon Fund seller in Q4 2025 was Newbridge Financial Services Group, an estimated $677K sold.

Based on aggregated 13F filings for Q4 2025.