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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
HHCP
476
Hilton Head Capital Partners
South Carolina
$35.4K
RFP
477
Root Financial Partners
California
$34.2K +$4.09K +159 +12%
MCM
478
Manchester Capital Management
Vermont
$33.5K
IRC
479
Investors Research Corp
Georgia
$33.1K
ACA
480
Atlas Capital Advisors
Wyoming
$31.5K
CWM
481
Consultiva Wealth Management
Puerto Rico
$31.5K +$463 +18 +1%
SAM
482
Smartleaf Asset Management
Massachusetts
$30.8K -$3.24K -126 -9%
IAIM
483
International Assets Investment Management
Florida
$30K -$7.85K -305 -19%
AIM
484
Anchor Investment Management
South Carolina
$28.5K +$412 +16 +1%
ZBNA
485
Zions Bancorporation, National Association
Utah
$28.4K -$7.98K -310 -21%
PFBT
486
Parkside Financial Bank & Trust
Missouri
$26.5K +$103 +4 +0.4%
KCM
487
Key Capital Management
Tennessee
$26K +$16.8K +654 +146%
HPBT
488
Hickory Point Bank & Trust
Illinois
$23.6K +$25.7K +1,000 New
MCM
489
MAI Capital Management
Ohio
$23.4K +$4.68K +182 +22%
AA
490
Ancora Advisors
Ohio
$22.4K +$463 +18 +2%
OL
491
OneFund LLC
Florida
$19.9K -$720 -28 -3%
UB
492
UMB Bank
Missouri
$18K +$10.9K +422 +123%
TPCW
493
TD Private Client Wealth
New York
$16.4K +$515 +20 +3%
SL
494
Salomon & Ludwin
Virginia
$16.1K
CFO
495
CVA Family Office
Colorado
$16K +$15.3K +594 +699%
GTAM
496
Global Trust Asset Management
Florida
$15.9K
PTC
497
Private Trust Company
Ohio
$15K -$232 -9 -1%
GAM
498
Generali Asset Management
Italy
$14.6K
HIA
499
Harbor Investment Advisory
Maryland
$14.3K
TCOT
500
Trust Company of Toledo
Ohio
$14.2K