Templeton Dragon Fund
TDF
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.
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: 48 → 50 (+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: 3 → 1 (-2)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
51
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$677K | -58,095 | Closed |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| – | -$6.24K | -536 | Closed |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6.04K | -518 | Closed |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| – | -$2.91K | -250 | Closed |
|
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.