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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

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
KAS
301
Kestra Advisory Services
Texas
$509K
CCIA
302
Cherry Creek Investment Advisors
Colorado
$486K
IAA
303
Independent Advisor Alliance
North Carolina
$484K
WAM
304
Wakefield Asset Management
Colorado
$483K
FCH
305
Freestone Capital Holdings
Washington
$479K
US Bancorp
306
US Bancorp
Minnesota
$475K
EF
307
Empowered Funds
Pennsylvania
$472K
BEI
308
Benjamin Edwards Inc
Missouri
$472K
FWCM
309
Ferguson Wellman Capital Management
Oregon
$470K
MC
310
Machina Capital
France
$470K
SC
311
Syon Capital
California
$465K
FNFDCM
312
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$463K
GSEP
313
Golden State Equity Partners
California
$461K
PNC
314
Park National Corp
Ohio
$461K
VAM
315
Verity Asset Management
North Carolina
$460K
OC
316
Oppenheimer & Co
New York
$459K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
317
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$456K
WIS
318
Wright Investors Service
Connecticut
$456K
JFG
319
Jefferies Financial Group
New York
$451K
FNT
320
First National Trust
Pennsylvania
$446K
NB
321
Norinchukin Bank
Japan
$445K
CGH
322
Crossmark Global Holdings
Texas
$444K
WCM
323
Whitener Capital Management
North Carolina
$443K
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$442K
MSU
325
Mizuho Securities USA
New York
$439K