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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
MCM
476
Manchester Capital Management
Vermont
$33.5K
IRC
477
Investors Research Corp
Georgia
$33.1K
ACA
478
Atlas Capital Advisors
Wyoming
$31.5K
CWM
479
Consultiva Wealth Management
Puerto Rico
$31.5K
SAM
480
Smartleaf Asset Management
Massachusetts
$30.8K
IAIM
481
International Assets Investment Management
Florida
$30K
AIM
482
Anchor Investment Management
South Carolina
$28.5K
ZBNA
483
Zions Bancorporation, National Association
Utah
$28.4K
PFBT
484
Parkside Financial Bank & Trust
Missouri
$26.5K
KCM
485
Key Capital Management
Tennessee
$26K
HPBT
486
Hickory Point Bank & Trust
Illinois
$23.6K
MCM
487
MAI Capital Management
Ohio
$23.4K
AA
488
Ancora Advisors
Ohio
$22.4K
OL
489
OneFund LLC
Florida
$19.9K
UB
490
UMB Bank
Missouri
$18K
TPCW
491
TD Private Client Wealth
New York
$16.4K
SL
492
Salomon & Ludwin
Virginia
$16.1K
CFO
493
CVA Family Office
Colorado
$16K
GTAM
494
Global Trust Asset Management
Florida
$15.9K
PTC
495
Private Trust Company
Ohio
$15K
GAM
496
Generali Asset Management
Italy
$14.6K
HIA
497
Harbor Investment Advisory
Maryland
$14.3K
TCOT
498
Trust Company of Toledo
Ohio
$14.2K
TPWA
499
Twin Peaks Wealth Advisors
California
$14.1K
TWD
500
True Wealth Design
Ohio
$14K