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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
WFA
576
West Financial Advisors
Iowa
$718
HIA
577
HFM Investment Advisors
New Jersey
$709
BIA
578
Bell Investment Advisors
California
$638
CIAM
579
Caitong International Asset Management
Hong Kong
$638
LWM
580
Lodestone Wealth Management
Washington
$504
FC
581
Financial Consulate
Maryland
$473
SC
582
Swan Capital
Florida
$472
BLC
583
Brown, Lisle/Cummings
Rhode Island
$472
DF
584
Dunhill Financial
United Kingdom
$440
MCA
585
McGuire Capital Advisors
Oklahoma
$418
QWM
586
Quaker Wealth Management
New Jersey
$402
YDMI
587
Y.D. More Investments
Israel
$359
NL
588
NVWM LLC
Pennsylvania
$354
AWM
589
Abound Wealth Management
Tennessee
$287
ACA
590
American Capital Advisory
Idaho
$284
DWM
591
Dogwood Wealth Management
Kansas
$236
WA
592
WestEnd Advisors
North Carolina
$236
CW
593
Curio Wealth
Maryland
$236
1CP
594
1015 Capital Partners
Pennsylvania
$213
SEP
595
Signature Equity Partners
Ohio
$213
TFA
596
Transamerica Financial Advisors
Florida
$191
PWMG
597
Private Wealth Management Group
New Jersey
$166
MB
598
MidFirst Bank
Oklahoma
$142
3FI
599
3 Factor Indexing
California
$95
TM
600
Torren Management
California
$59