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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
BGAI
576
Bruce G. Allen Investments
Colorado
$732
SIM
577
Synergy Investment Management
Florida
$732 +$798 +31 New
WFA
578
West Financial Advisors
Iowa
$718 -$643 -25 -45%
HIA
579
HFM Investment Advisors
New Jersey
$709 -$51 -2 -6%
BIA
580
Bell Investment Advisors
California
$638 -$823 -32 -54%
CIAM
581
Caitong International Asset Management
Hong Kong
$638 +$695 +27 New
LWM
582
Lodestone Wealth Management
Washington
$504
FC
583
Financial Consulate
Maryland
$473
SC
584
Swan Capital
Florida
$472
BLC
585
Brown, Lisle/Cummings
Rhode Island
$472 +$515 +20 New
DF
586
Dunhill Financial
United Kingdom
$440 +$26 +1 +6%
MCA
587
McGuire Capital Advisors
Oklahoma
$418 +$26 +1 +6%
QWM
588
Quaker Wealth Management
New Jersey
$402 +$77 +3 +21%
YDMI
589
Y.D. More Investments
Israel
$359 +$118K +4,594 +2,069%
NL
590
NVWM LLC
Pennsylvania
$354
AWM
591
Abound Wealth Management
Tennessee
$287
ACA
592
American Capital Advisory
Idaho
$284
DWM
593
Dogwood Wealth Management
Kansas
$236
WA
594
WestEnd Advisors
North Carolina
$236
CW
595
Curio Wealth
Maryland
$236 +$257 +10 New
1CP
596
1015 Capital Partners
Pennsylvania
$213
SEP
597
Signature Equity Partners
Ohio
$213
TFA
598
Transamerica Financial Advisors
Florida
$191 -$1.93K -75 -90%
PWMG
599
Private Wealth Management Group
New Jersey
$166
MB
600
MidFirst Bank
Oklahoma
$142 +$154 +6 New