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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
FFM
626
Forum Financial Management
Illinois
-$361K -15,101 Closed
Aviva
627
Aviva
United Kingdom
-$265K -11,091 Closed
Nomura Holdings
628
Nomura Holdings
Japan
-$256K -10,702 Closed
BPAMU
629
BTG Pactual Asset Management US
New York
-$240K -10,036 Closed
XF
630
XML Financial
Maryland
-$219K -9,168 Closed
PIM
631
Plato Investment Management
Australia
-$217K -9,029 Closed
MF
632
Magnetar Financial
Illinois
-$215K -8,987 Closed
SA
633
Sanctuary Advisors
Indiana
-$203K -8,491 Closed
ECM
634
Evergreen Capital Management
Washington
-$202K -8,441 Closed
SWM
635
SeaCrest Wealth Management
New York
-$205K -8,161 Closed
HP
636
Havemeyer Place
Connecticut
-$165K -6,925 Closed
EI
637
EFG International
-$114K -4,756 Closed
DT
638
DV Trading
Illinois
-$21.5K -900 Closed
SIM
639
Sentry Investment Management
Wisconsin
-$20K -847 Closed
GA
640
GoalVest Advisory
New York
-$15.9K -664 Closed
BF
641
BOK Financial
Oklahoma
-$14.3K -600 Closed
Optiver Holding
642
Optiver Holding
Netherlands
-$14K -588 Closed
EW
643
Elyxium Wealth
California
-$12.9K -538 Closed
CFFP
644
Center for Financial Planning
Michigan
-$6.02K -252 Closed
BWA
645
Basecamp Wealth Advisors
Washington
-$2.75K -115 Closed
HHMI
646
Howard Hughes Medical Institute
Maryland
-$1.58K -66 Closed
WWA
647
Wealth Watch Advisors
Colorado
-$956 -40 Closed
BC
648
Bayforest Capital
United Kingdom
-$693 -29 Closed
APW
649
Aventura Private Wealth
Florida
-$239 -10 Closed
LIA
650
Luken Investment Analytics
Tennessee
-$239 -10 Closed