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
EF
401
Empirical Finance
Pennsylvania
$246K -$232 -9 -0.1%
PCMC
402
Paragon Capital Management (Colorado)
Colorado
$245K -$10.9K -422 -4%
Lido Advisors
403
Lido Advisors
California
$244K +$10.2K +395 +4%
SW
404
Simplicity Wealth
New Jersey
$243K +$26K +1,009 +11%
PFM
405
Patton Fund Management
Texas
$241K
Macquarie Group
406
Macquarie Group
Australia
$239K -$68.7K -2,670 -21%
NMIMC
407
Northwestern Mutual Investment Management Company
Wisconsin
$232K +$232 +9 +0.1%
M&T Bank
408
M&T Bank
New York
$231K +$252K +9,787 New
BAMG
409
Brand Asset Management Group
Missouri
$229K +$250K +9,712 New
IF
410
IRON Financial
Illinois
$223K +$243K +9,461 New
C
411
Certuity
Florida
$223K +$243K +9,437 New
IWC
412
Integrated Wealth Concepts
Massachusetts
$223K +$243K +9,426 New
ETC
413
Exchange Traded Concepts
Oklahoma
$221K -$9.96K -387 -4%
KFGK
414
Keystone Financial Group (Kentucky)
Kentucky
$219K +$412 +16 +0.2%
SDWIA
415
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K -$51.5K -2,000 -18%
VA
416
Vident Advisory
Georgia
$217K +$236K +9,176 New
BFM
417
Boothbay Fund Management
New York
$215K +$235K +9,117 New
GT
418
Glenmede Trust
Pennsylvania
$215K +$234K +9,098 New
AWM
419
Apollon Wealth Management
South Carolina
$214K +$234K +9,078 New
BCI
420
Brinker Capital Investments
Pennsylvania
$214K +$233K +9,070 New
IRP
421
Investment Research Partners
Pennsylvania
$213K +$232K +9,015 New
Credit Agricole
422
Credit Agricole
France
$212K +$231K +8,985 New
NDSIB
423
North Dakota State Investment Board
North Dakota
$210K -$42.8K -1,662 -16%
MMA
424
Miracle Mile Advisors
California
$208K +$227K +8,815 New
HA
425
Herold Advisors
New York
$207K