Envestnet Portfolio Solutions, Inc. has opened a new $12.1M position in $BEN, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $BEN.
$BEN Hedge Fund Activity
We have seen 299 institutional investors add shares of $BEN stock to their portfolio, and 264 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EVERGREEN QUALITY FUND GP, LTD. removed 5,237,650 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $121,146,844
- AMUNDI removed 2,867,934 shares (-85.6%) from their portfolio in Q3 2025, for an estimated $66,335,313
- CITADEL ADVISORS LLC removed 2,792,951 shares (-38.9%) from their portfolio in Q3 2025, for an estimated $64,600,956
- HOLOCENE ADVISORS, LP removed 2,099,267 shares (-97.4%) from their portfolio in Q3 2025, for an estimated $48,556,045
- ROYAL BANK OF CANADA removed 1,775,660 shares (-17.7%) from their portfolio in Q3 2025, for an estimated $41,071,015
- MORGAN STANLEY added 1,671,916 shares (+36.8%) to their portfolio in Q3 2025, for an estimated $38,671,417
- VERITION FUND MANAGEMENT LLC removed 1,489,468 shares (-54.4%) from their portfolio in Q3 2025, for an estimated $34,451,394
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$BEN Insider Trading Activity
$BEN insiders have traded $BEN stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BEN stock by insiders over the last 6 months:
- CHARLES B JOHNSON has made 2 purchases buying 100,000 shares for an estimated $2,134,475 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$BEN Congressional Stock Trading
Members of Congress have traded $BEN stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BEN stock by members of Congress over the last 6 months:
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $50,000 on 09/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$BEN Analyst Ratings
Wall Street analysts have issued reports on $BEN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 01/15/2026
- Evercore ISI Group issued a "Underperform" rating on 10/09/2025
- BMO Capital issued a "Outperform" rating on 10/03/2025
- B of A Securities issued a "Underperform" rating on 10/02/2025
- Morgan Stanley issued a "Underweight" rating on 08/12/2025
To track analyst ratings and price targets for $BEN, check out Quiver Quantitative's $BEN forecast page.
$BEN Price Targets
Multiple analysts have issued price targets for $BEN recently. We have seen 7 analysts offer price targets for $BEN in the last 6 months, with a median target of $25.0.
Here are some recent targets:
- Michael Cyprys from Morgan Stanley set a target price of $22.0 on 02/03/2026
- David Motemaden from Evercore ISI Group set a target price of $28.0 on 02/02/2026
- Benjamin Budish from Barclays set a target price of $25.0 on 01/15/2026
- Bill Katz from TD Cowen set a target price of $30.0 on 01/14/2026
- Kenneth Worthington from JP Morgan set a target price of $25.0 on 11/10/2025
- Brennan Hawken from BMO Capital set a target price of $26.0 on 10/03/2025
- Craig Siegenthaler from B of A Securities set a target price of $22.0 on 10/02/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $BEN ticker page for more data.
