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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
FFO
526
Fortitude Family Office
Arizona
$7.13K +$5.04K +196 +185%
BWL
527
Bogart Wealth LLC
Virginia
$7.12K +$1.44K +56 +23%
KFI
528
Key Financial Inc
Pennsylvania
$6.87K
DRP
529
Decker Retirement Planning
Utah
$6.64K
AA
530
Addison Advisors
Vermont
$6.12K
OAJ
531
Ogorek Anthony Joseph
New York
$6K
TF
532
Tompkins Financial
New York
$5.91K
BTI
533
Blue Trust Inc
Georgia
$5.36K +$1.08K +42 +23%
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$5.08K
TCM
535
Triumph Capital Management
Colorado
$4.79K
CTC
536
Central Trust Company
Missouri
$4.72K
CSB
537
City State Bank
Iowa
$4.72K
PIS
538
POM Investment Strategies
North Carolina
$4.49K
Q1WB
539
Quest 10 Wealth Builders
Virginia
$4.28K
CWP
540
Clark Wealth Partners
Illinois
$3.76K
PWA
541
Physician Wealth Advisors
Utah
$3.71K +$2.55K +99 +171%
CA
542
Clearstead Advisors
Ohio
$2.95K -$17.6K -685 -85%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$2.73K +$129 +5 +6%
IAS
544
IMA Advisory Services
Colorado
$2.61K -$103 -4 -4%
RWM
545
Rialto Wealth Management
New York
$2.39K +$746 +29 +40%
DB
546
Danske Bank
Denmark
$2.36K -$25.7K -1,000 -91%
EWP
547
Elevation Wealth Partners
California
$2.31K +$1.85K +72 +277%
CCWM
548
Cassaday & Co Wealth Management
Virginia
$2.22K +$2.42K +94 New
S
549
Sachetta
Massachusetts
$2.2K +$643 +25 +37%
II
550
Inspire Investing
Idaho
$2.19K +$180 +7 +8%