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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
KAS
301
Kestra Advisory Services
Texas
$509K +$70.3K +2,732 +15%
CCIA
302
Cherry Creek Investment Advisors
Colorado
$486K +$2.65K +103 +0.5%
IAA
303
Independent Advisor Alliance
North Carolina
$484K -$77.9K -3,029 -13%
WAM
304
Wakefield Asset Management
Colorado
$483K +$526K +20,452 New
FCH
305
Freestone Capital Holdings
Washington
$479K -$41.5K -1,613 -7%
US Bancorp
306
US Bancorp
Minnesota
$475K +$67.5K +2,622 +15%
EF
307
Empowered Funds
Pennsylvania
$472K +$514K +19,995 New
BEI
308
Benjamin Edwards Inc
Missouri
$472K +$514K +19,988 New
FWCM
309
Ferguson Wellman Capital Management
Oregon
$470K
MC
310
Machina Capital
France
$470K +$14.5K +564 +3%
SC
311
Syon Capital
California
$465K +$145K +5,622 +40%
FNFDCM
312
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$463K
GSEP
313
Golden State Equity Partners
California
$461K +$127K +4,923 +34%
PNC
314
Park National Corp
Ohio
$461K -$159K -6,194 -24%
VAM
315
Verity Asset Management
North Carolina
$460K +$94.6K +3,678 +23%
OC
316
Oppenheimer & Co
New York
$459K -$27.9K -1,084 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
317
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$456K +$184K +7,153 +59%
WIS
318
Wright Investors Service
Connecticut
$456K +$2.98K +116 +0.6%
JFG
319
Jefferies Financial Group
New York
$451K -$1.45M -56,449 -75%
FNT
320
First National Trust
Pennsylvania
$446K
NB
321
Norinchukin Bank
Japan
$445K +$695 +27 +0.1%
CGH
322
Crossmark Global Holdings
Texas
$444K -$7.2K -280 -1%
WCM
323
Whitener Capital Management
North Carolina
$443K +$5.66K +220 +1%
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$442K -$145K -5,639 -23%
MSU
325
Mizuho Securities USA
New York
$439K -$97.9K -3,806 -17%