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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
VF
26
Vest Financial
Virginia
$48M -$3.87M -150,440 -7%
Bank of America
27
Bank of America
North Carolina
$46.4M +$13.7M +533,192 +37%
First Trust Advisors
28
First Trust Advisors
Illinois
$43.5M -$2.94M -114,263 -6%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$40.9M +$44.5M +1,729,729 New
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$37.5M +$21.1M +820,079 +107%
Nomura Asset Management
31
Nomura Asset Management
Japan
$35.6M -$3.04M -118,047 -7%
Two Sigma Investments
32
Two Sigma Investments
New York
$34.2M -$10.3M -398,887 -22%
GFA
33
Gallagher Fiduciary Advisors
Illinois
$33.3M -$410K -15,934 -1%
Allianz Asset Management
34
Allianz Asset Management
Germany
$31.9M +$3.74M +145,460 +12%
Victory Capital Management
35
Victory Capital Management
Texas
$31M +$1.72M +67,043 +5%
WCM
36
Wedge Capital Management
North Carolina
$29.5M -$1.55M -60,297 -5%
Deutsche Bank
37
Deutsche Bank
Germany
$29M +$1.86M +72,284 +6%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$27.4M +$29.8M +1,158,237 New
UBS AM
39
UBS AM
Illinois
$26.9M -$1.94M -75,332 -6%
AQR Capital Management
40
AQR Capital Management
Connecticut
$26.3M -$3.34M -129,762 -10%
KHCM
41
Kettle Hill Capital Management
New York
$22M +$14M +542,858 +139%
QCM
42
Quantinno Capital Management
New York
$21.7M +$3.27M +127,022 +16%
Holocene Advisors
43
Holocene Advisors
New York
$21M +$15.9M +616,453 +225%
HW
44
Hancock Whitney
Mississippi
$21M +$1.05M +40,954 +5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$20.9M +$3.03M +117,800 +15%
N
46
Nuveen
North Carolina
$20.8M -$2.43M -94,381 -10%
LP
47
Longaeva Partners
Illinois
$20.4M +$7.73M +300,473 +53%
Caisse de Depot et Placement du Quebec (CDPQ)
48
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.5M +$15.3M +592,930 +256%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$18.1M -$8.99M -349,551 -31%
Marshall Wace
50
Marshall Wace
United Kingdom
$17.9M +$19.5M +757,036 New