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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
CT
501
Clearstead Trust
Maine
$13.4K
OCWP
502
Owl Creek Wealth Partners
Colorado
$12.3K
CH
503
Cromwell Holdings
Wyoming
$12.2K
HBW
504
Hazlett, Burt & Watson
West Virginia
$12K
CAL
505
Capital Advisors Ltd
Ohio
$12K
CT
506
Colonial Trust
South Carolina
$11.8K
NS
507
NBC Securities
Alabama
$11.8K
EB
508
Eastern Bank
Massachusetts
$11.8K
AIM
509
Axiom Investment Management
New York
$11.8K
WT
510
Whittier Trust
California
$11.7K
MEG
511
Millstone Evans Group
Colorado
$11.5K
ST
512
Smithfield Trust
Pennsylvania
$11K
JWA
513
JFS Wealth Advisors
Pennsylvania
$10.8K
QL
514
Quarry LP
New York
$10.5K
PWPS
515
Pinnacle Wealth Planning Services
Ohio
$10.1K
AG
516
AmeriFlex Group
Nevada
$9.76K
TSMHT
517
Thurston Springer Miller Herd & Titak
Indiana
$9.45K
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$9.09K
ASN
519
Advisory Services Network
Georgia
$8.88K
KFAS
520
Keating Financial Advisory Services
Kansas
$8.86K
RS
521
Rakuten Securities
Japan
$8.27K
QC
522
Quent Capital
New York
$7.94K
LWMI
523
Legacy Wealth Management (Idaho)
Idaho
$7.75K
FFO
524
Fortitude Family Office
Arizona
$7.13K
BWL
525
Bogart Wealth LLC
Virginia
$7.12K