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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
CPG
551
Cornerstone Planning Group
New Jersey
$1.95K
DPW
552
DiNuzzo Private Wealth
Pennsylvania
$1.87K
GWM
553
Gilpin Wealth Management
Colorado
$1.82K
SWM
554
Spire Wealth Management
Virginia
$1.61K
BHWM
555
Bay Harbor Wealth Management
Maryland
$1.46K
SWM
556
SHP Wealth Management
Massachusetts
$1.46K
BFS
557
Bare Financial Services
Pennsylvania
$1.44K
SC
558
SouthState Corp
Florida
$1.42K
DWP
559
Destiny Wealth Partners
Florida
$1.42K
SSG
560
Summit Securities Group
New York
$1.21K
GBT
561
Grove Bank & Trust
Florida
$1.11K
CJ
562
Caitlin John
Michigan
$1.07K
GKIM
563
GW&K Investment Management
Massachusetts
$1K
KG
564
Kilter Group
New York
$993
LI
565
LRI Investments
Florida
$968
AF
566
Advisornet Financial
Minnesota
$945
TC
567
Truvestments Capital
Florida
$898
CFG
568
Clayton Financial Group
Missouri
$874
CFM
569
Cornerstone Financial Management
Massachusetts
$874
MCM
570
MV Capital Management
Maryland
$851
AWM
571
Activest Wealth Management
Florida
$850
VWM
572
Vermillion Wealth Management
Minnesota
$850
TFM
573
TFC Financial Management
Massachusetts
$733
BGAI
574
Bruce G. Allen Investments
Colorado
$732
SIM
575
Synergy Investment Management
Florida
$732