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TDF

Templeton Dragon Fund

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: 23 (+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: 4948 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$98.9M -$684K -63,657 -0.7%
Lazard Asset Management
2
Lazard Asset Management
New York
$32.5M -$659K -61,339 -2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$20.3M -$750K -69,884 -4%
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$17M -$659K -61,339 -4%
KIM
5
Karpus Investment Management
New York
$10.1M -$403K -37,553 -4%
SCM
6
Saba Capital Management
New York
$6.28M +$587K +54,690 +11%
UCI
7
Uncommon Cents Investing
Wisconsin
$6.17M +$17.9K +1,670 +0.3%
Morgan Stanley
8
Morgan Stanley
New York
$4.23M -$30.7K -2,859 -0.8%
MC
9
Matisse Capital
Oregon
$3.98M
Raymond James Financial
10
Raymond James Financial
Florida
$3.86M -$519K -48,356 -13%
1WA
11
180 Wealth Advisors
Washington
$3.03M +$151K +14,040 +6%
Bank of America
12
Bank of America
North Carolina
$2.93M +$33.1K +3,083 +1%
SFS
13
Shaker Financial Services
Virginia
$1.84M +$647K +60,241 +62%
1CP
14
1607 Capital Partners
Virginia
$1.26M +$612K +57,033 +111%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$851K +$227K +21,150 +41%
AFG
16
Atomi Financial Group
New York
$677K +$4.87K +453 +0.8%
NFSG
17
Newbridge Financial Services Group
Florida
$677K +$4.87K +453 +0.8%
Cohen & Steers
18
Cohen & Steers
New York
$583K +$215K +20,000 +67%
QC
19
Quantedge Capital
Singapore
$460K -$207K -19,300 -33%
CL
20
CSS LLC
Illinois
$347K -$10.7K -1,000 -3%
Wells Fargo
21
Wells Fargo
California
$338K +$15.6K +1,451 +5%
Stifel Financial
22
Stifel Financial
Missouri
$284K +$7.63K +711 +3%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$266K
UBS Group
24
UBS Group
Switzerland
$249K -$15.4K -1,436 -6%
DWM
25
Dakota Wealth Management
Florida
$210K +$859 +80 +0.4%

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.