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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
TPWA
501
Twin Peaks Wealth Advisors
California
$14.1K +$15.4K +598 New
TWD
502
True Wealth Design
Ohio
$14K +$1.88K +73 +14%
CT
503
Clearstead Trust
Maine
$13.4K
OCWP
504
Owl Creek Wealth Partners
Colorado
$12.3K +$13.4K +520 New
CH
505
Cromwell Holdings
Wyoming
$12.2K
CAL
506
Capital Advisors Ltd
Ohio
$12K
HBW
507
Hazlett, Burt & Watson
West Virginia
$12K
CT
508
Colonial Trust
South Carolina
$11.8K -$12.9K -500 -50%
EB
509
Eastern Bank
Massachusetts
$11.8K
NS
510
NBC Securities
Alabama
$11.8K
AIM
511
Axiom Investment Management
New York
$11.8K +$12.9K +500 New
WT
512
Whittier Trust
California
$11.7K
MEG
513
Millstone Evans Group
Colorado
$11.5K
ST
514
Smithfield Trust
Pennsylvania
$11K
JWA
515
JFS Wealth Advisors
Pennsylvania
$10.8K +$206 +8 +2%
QL
516
Quarry LP
New York
$10.5K -$41.5K -1,612 -78%
PWPS
517
Pinnacle Wealth Planning Services
Ohio
$10.1K +$360 +14 +3%
AG
518
AmeriFlex Group
Nevada
$9.76K -$19.6K -762 -65%
TSMHT
519
Thurston Springer Miller Herd & Titak
Indiana
$9.45K
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$9.09K +$257 +10 +3%
ASN
521
Advisory Services Network
Georgia
$8.88K +$9.67K +376 New
KFAS
522
Keating Financial Advisory Services
Kansas
$8.86K -$41.2K -1,603 -81%
RS
523
Rakuten Securities
Japan
$8.27K -$20.6K -800 -70%
QC
524
Quent Capital
New York
$7.94K +$1.24K +48 +17%
LWMI
525
Legacy Wealth Management (Idaho)
Idaho
$7.75K