We are live on ! Find out more
BEN icon

Franklin Resources

604 hedge funds and large institutions have $6.81B invested in Franklin Resources in 2026 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 212 increasing their positions, 201 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

5% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 201

3% more capital invested

Capital invested by funds: $6.6B → $6.81B (+$212M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.8M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$1.12M
KIM
227
Kestra Investment Management
Texas
$1.11M
NAAA
228
New Age Alpha Advisors
New York
$1.1M
Walleye Capital
229
Walleye Capital
New York
$1.05M
NIM
230
NEOS Investment Management
Connecticut
$1.05M
AWC
231
Abundance Wealth Counselors
Pennsylvania
$1.04M
IIC
232
Ironwood Investment Counsel
Arizona
$1.04M
GIM
233
Gold Investment Management
Alberta, Canada
$1.02M
FCFC
234
First Commonwealth Financial Corp
Pennsylvania
$992K
SLWA
235
San Luis Wealth Advisors
California
$981K
WCBA
236
Weaver C. Barksdale & Associates
Tennessee
$979K
BA
237
Bridgewater Associates
Connecticut
$961K
NICM
238
Neo Ivy Capital Management
New York
$954K
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$950K
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$944K
CIS
241
Custom Index Systems
New York
$941K
SA
242
Sovran Advisors
California
$924K
ECM
243
Everence Capital Management
Indiana
$901K
Neuberger Berman Group
244
Neuberger Berman Group
New York
$898K
VPIM
245
Vanguard Personalized Indexing Management
California
$887K
UCB
246
United Community Bank
South Carolina
$886K
AI
247
Atria Investments
North Carolina
$874K
FM
248
Foster & Motley
Ohio
$873K
CCIA
249
Campbell & Co Investment Adviser
Maryland
$870K
Corient Private Wealth
250
Corient Private Wealth
Florida
$864K