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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

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

70% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $21.6M

6% more funds holding

Funds holding: 572604 (+32)

2.41% more ownership

Funds ownership: 52.9%55.31% (+2.4%)

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
+32
Holders Change %
+5.59%
% of All Funds
7.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
93
Increased
212
Reduced
201
Closed
48
Calls
$36.8M
Puts
$21.6M
Net Calls
+$15.2M
Net Calls Change
+$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$1.12M -$468K -18,175 -28%
KIM
227
Kestra Investment Management
Texas
$1.11M +$1.21M +47,201 New
NAAA
228
New Age Alpha Advisors
New York
$1.1M -$39.7K -1,543 -3%
Walleye Capital
229
Walleye Capital
New York
$1.05M +$1.15M +44,612 +1,115,300%
NIM
230
NEOS Investment Management
Connecticut
$1.05M +$1.72K +67 +0.2%
AWC
231
Abundance Wealth Counselors
Pennsylvania
$1.04M +$309K +12,017 +38%
IIC
232
Ironwood Investment Counsel
Arizona
$1.04M +$67K +2,603 +6%
GIM
233
Gold Investment Management
Alberta, Canada
$1.02M +$54.3K +2,110 +5%
FCFC
234
First Commonwealth Financial Corp
Pennsylvania
$992K +$1.08M +42,019 New
SLWA
235
San Luis Wealth Advisors
California
$981K -$5.2K -202 -0.5%
WCBA
236
Weaver C. Barksdale & Associates
Tennessee
$979K +$67K +2,605 +7%
BA
237
Bridgewater Associates
Connecticut
$961K -$780K -30,325 -43%
NICM
238
Neo Ivy Capital Management
New York
$954K -$841K -32,693 -45%
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$950K -$101K -3,920 -9%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$944K +$55.1K +2,140 +6%
CIS
241
Custom Index Systems
New York
$941K +$1.03M +39,851 New
SA
242
Sovran Advisors
California
$924K -$113K -4,400 -12%
ECM
243
Everence Capital Management
Indiana
$901K
Neuberger Berman Group
244
Neuberger Berman Group
New York
$898K +$208K +8,100 +27%
VPIM
245
Vanguard Personalized Indexing Management
California
$887K +$75.7K +2,942 +9%
UCB
246
United Community Bank
South Carolina
$886K +$90.2K +3,505 +10%
AI
247
Atria Investments
North Carolina
$874K -$176K -6,823 -16%
FM
248
Foster & Motley
Ohio
$873K +$715K +27,787 +302%
CCIA
249
Campbell & Co Investment Adviser
Maryland
$870K +$948K +36,844 New
Corient Private Wealth
250
Corient Private Wealth
Florida
$864K -$593K -23,043 -38%