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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
EF
401
Empirical Finance
Pennsylvania
$246K
PCMC
402
Paragon Capital Management (Colorado)
Colorado
$245K
Lido Advisors
403
Lido Advisors
California
$244K
SW
404
Simplicity Wealth
New Jersey
$243K
PFM
405
Patton Fund Management
Texas
$241K
Macquarie Group
406
Macquarie Group
Australia
$239K
NMIMC
407
Northwestern Mutual Investment Management Company
Wisconsin
$232K
M&T Bank
408
M&T Bank
New York
$231K
BAMG
409
Brand Asset Management Group
Missouri
$229K
IF
410
IRON Financial
Illinois
$223K
C
411
Certuity
Florida
$223K
IWC
412
Integrated Wealth Concepts
Massachusetts
$223K
ETC
413
Exchange Traded Concepts
Oklahoma
$221K
KFGK
414
Keystone Financial Group (Kentucky)
Kentucky
$219K
SDWIA
415
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K
VA
416
Vident Advisory
Georgia
$217K
BFM
417
Boothbay Fund Management
New York
$215K
GT
418
Glenmede Trust
Pennsylvania
$215K
AWM
419
Apollon Wealth Management
South Carolina
$214K
BCI
420
Brinker Capital Investments
Pennsylvania
$214K
IRP
421
Investment Research Partners
Pennsylvania
$213K
Credit Agricole
422
Credit Agricole
France
$212K
NDSIB
423
North Dakota State Investment Board
North Dakota
$210K
MMA
424
Miracle Mile Advisors
California
$208K
HA
425
Herold Advisors
New York
$207K