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

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
OPERF
251
Oregon Public Employees Retirement Fund
Oregon
$832K
AP
252
Americana Partners
Texas
$831K +$111K +4,296 +14%
ACM
253
Aster Capital Management
United Arab Emirates
$826K +$1.1M +42,932 New
Teacher Retirement System of Texas
254
Teacher Retirement System of Texas
Texas
$815K +$546K +21,240 +160%
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$808K +$93.8K +3,646 +12%
EMPI
256
Elo Mutual Pension Insurance
Finland
$775K +$312K +12,118 +59%
MOACM
257
Mutual of America Capital Management
New York
$772K -$8.31K -323 -1%
XT
258
XTX Topco
Cayman Islands
$769K -$698K -27,113 -45%
QCG
259
Quadrant Capital Group
Ohio
$753K -$875 -34 -0.1%
N
260
Natixis
France
$737K -$1.12M -43,340 -58%
Osaic Holdings
261
Osaic Holdings
Arizona
$729K -$309K -12,021 -28%
SOADOR
262
State of Alaska Department of Revenue
Alaska
$720K
AHL
263
Abel Hall LLC
Louisiana
$720K +$163K +6,320 +26%
CIM
264
Contravisory Investment Management
Massachusetts
$706K +$20K +779 +3%
MCP
265
Mirador Capital Partners
California
$704K +$767K +29,797 New
SW
266
SlateStone Wealth
Florida
$701K +$56.6K +2,200 +8%
RIM
267
Rakuten Investment Management
Japan
$693K +$73.2K +2,846 +10%
SFA
268
Sequoia Financial Advisors
Ohio
$682K -$31.6K -1,227 -4%
DADC
269
D.A. Davidson & Co
Montana
$671K -$17.8K -692 -2%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$670K
I
271
INVST
Indiana
$665K +$724K +28,155 New
GIA
272
Gateway Investment Advisers
Ohio
$649K +$251K +9,767 +55%
Jones Financial Companies
273
Jones Financial Companies
Missouri
$645K +$224K +8,720 +44%
CIAS
274
Capital Investment Advisory Services
North Carolina
$633K +$36K +1,400 +6%
FMTC
275
Farmers & Merchants Trust Company
California
$625K