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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$647K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$612K |
| 3 |
SCM
Saba Capital Management
New York
|
+$587K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$227K |
| 5 |
Cohen & Steers
New York
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$750K |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$684K |
| 3 |
Lazard Asset Management
New York
|
-$659K |
| 4 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$659K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$519K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
HighTower Advisors
Chicago,
Illinois
| – | -$101K | -10,152 | Closed |
|
|
MYIA
52
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$3.17K | -317 | Closed |
|
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.