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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
SWA
551
SOA Wealth Advisors
New York
$2.19K
SIC
552
SJS Investment Consulting
Ohio
$1.99K +$515 +20 +31%
CPG
553
Cornerstone Planning Group
New Jersey
$1.95K +$257 +10 +19%
DPW
554
DiNuzzo Private Wealth
Pennsylvania
$1.87K
GWM
555
Gilpin Wealth Management
Colorado
$1.82K
SWM
556
Spire Wealth Management
Virginia
$1.61K +$1.13K +44 +183%
BHWM
557
Bay Harbor Wealth Management
Maryland
$1.46K +$592 +23 +59%
SWM
558
SHP Wealth Management
Massachusetts
$1.46K +$1.59K +62 New
BFS
559
Bare Financial Services
Pennsylvania
$1.44K +$1.57K +61 New
SC
560
SouthState Corp
Florida
$1.42K -$798 -31 -34%
DWP
561
Destiny Wealth Partners
Florida
$1.42K +$1.54K +60 New
SSG
562
Summit Securities Group
New York
$1.21K -$92.2K -3,585 -99%
GBT
563
Grove Bank & Trust
Florida
$1.11K
CJ
564
Caitlin John
Michigan
$1.07K
GKIM
565
GW&K Investment Management
Massachusetts
$1K +$463 +18 +75%
KG
566
Kilter Group
New York
$993 -$257 -10 -19%
LI
567
LRI Investments
Florida
$968
AF
568
Advisornet Financial
Minnesota
$945 +$180 +7 +21%
TC
569
Truvestments Capital
Florida
$898 +$978 +38 New
CFG
570
Clayton Financial Group
Missouri
$874
CFM
571
Cornerstone Financial Management
Massachusetts
$874
MCM
572
MV Capital Management
Maryland
$851
AWM
573
Activest Wealth Management
Florida
$850 +$540 +21 +140%
VWM
574
Vermillion Wealth Management
Minnesota
$850 +$926 +36 New
TFM
575
TFC Financial Management
Massachusetts
$733 -$129 -5 -14%