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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
PPC
451
Park Place Capital
Alabama
$109K
ECA
452
Elevated Capital Advisors
Utah
$109K
CI
453
CX Institutional
Indiana
$106K
IA
454
IFP Advisors
Florida
$106K
SDIC
455
South Dakota Investment Council
South Dakota
$93K
HFS
456
Hantz Financial Services
Michigan
$93K
CAIM
457
Catherine Avery Investment Management
Florida
$90.8K
GWM
458
Geneos Wealth Management
Colorado
$86.7K
CT
459
Caldwell Trust
Florida
$71.1K
RIL
460
Rothschild Investment LLC
Illinois
$66.9K
AIP
461
Ameritas Investment Partners
Nebraska
$65.9K
RF
462
Rossby Financial
Florida
$59.3K
MAM
463
Morse Asset Management
Connecticut
$57.9K
AssetMark Inc
464
AssetMark Inc
California
$54.9K
KFG
465
Kingdom Financial Group
Arizona
$54.4K
LAS
466
Lloyd Advisory Services
Georgia
$54.4K
CB
467
CNB Bank
Pennsylvania
$53.6K
DMBA
468
Deseret Mutual Benefit Administrators
Utah
$53.4K
LFG
469
Larson Financial Group
Missouri
$49.2K
EWA
470
EverSource Wealth Advisors
Alabama
$49K
EP
471
Essential Partners
California
$47.1K
SAM
472
Storebrand Asset Management
Norway
$46.5K
CSC
473
Caldwell Sutter Capital
California
$44.9K
C
474
Covestor
United Kingdom
$37K
BHWM
475
Beaird Harris Wealth Management
Texas
$36.6K