BEN icon

Franklin Resources

602 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, 199 reducing their positions, and 50 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:

7% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 199

3% more capital invested

Capital invested by funds: $6.6B → $6.81B (+$211M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
602
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
IA
376
Icon Advisers
Colorado
$281K
SFS
377
Sowell Financial Services
Arkansas
$279K
DS
378
DRW Securities
Illinois
$277K
SAI
379
Savvy Advisors Inc
New York
$276K
Kayne Anderson Rudnick Investment Management
380
Kayne Anderson Rudnick Investment Management
California
$274K
MML Investors Services
381
MML Investors Services
Massachusetts
$273K
NSAM
382
North Star Asset Management
Wisconsin
$271K
PCM
383
Polymer Capital Management
New York
$267K
AC
384
AlphaCore Capital
California
$266K
VSQM
385
V-Square Quantitative Management
Illinois
$266K
BIG
386
Brooklyn Investment Group
New York
$262K
HI
387
Horizon Investments
North Carolina
$262K
ATPW
388
Ashton Thomas Private Wealth
Arizona
$261K
BHBT
389
Burke & Herbert Bank & Trust
Virginia
$261K
Wealthfront Advisers
390
Wealthfront Advisers
California
$260K
BTW
391
Boston Trust Walden
Massachusetts
$260K
AWM
392
Angeles Wealth Management
California
$258K
SFSG
393
Sound Financial Strategies Group
Mississippi
$255K
MWM
394
Manske Wealth Management
Texas
$251K
SWP
395
Stratos Wealth Partners
Ohio
$250K
LTAS
396
Linden Thomas Advisory Services
North Carolina
$250K
LIA
397
Lynx Investment Advisory
District of Columbia
$249K
PI
398
PFG Investments
New York
$246K
EF
399
Empirical Finance
Pennsylvania
$246K
PCMC
400
Paragon Capital Management (Colorado)
Colorado
$245K