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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
KFI
526
Key Financial Inc
Pennsylvania
$6.87K
DRP
527
Decker Retirement Planning
Utah
$6.64K
AA
528
Addison Advisors
Vermont
$6.12K
OAJ
529
Ogorek Anthony Joseph
New York
$6K
TF
530
Tompkins Financial
New York
$5.91K
BTI
531
Blue Trust Inc
Georgia
$5.36K
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$5.08K
TCM
533
Triumph Capital Management
Colorado
$4.79K
CSB
534
City State Bank
Iowa
$4.72K
CTC
535
Central Trust Company
Missouri
$4.72K
PIS
536
POM Investment Strategies
North Carolina
$4.49K
Q1WB
537
Quest 10 Wealth Builders
Virginia
$4.28K
CWP
538
Clark Wealth Partners
Illinois
$3.76K
PWA
539
Physician Wealth Advisors
Utah
$3.71K
CA
540
Clearstead Advisors
Ohio
$2.95K
BCWM
541
Bartlett & Co Wealth Management
Ohio
$2.73K
IAS
542
IMA Advisory Services
Colorado
$2.61K
RWM
543
Rialto Wealth Management
New York
$2.39K
DB
544
Danske Bank
Denmark
$2.36K
EWP
545
Elevation Wealth Partners
California
$2.31K
CCWM
546
Cassaday & Co Wealth Management
Virginia
$2.22K
S
547
Sachetta
Massachusetts
$2.2K
II
548
Inspire Investing
Idaho
$2.19K
SWA
549
SOA Wealth Advisors
New York
$2.19K
SIC
550
SJS Investment Consulting
Ohio
$1.99K