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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
SLAM
51
Swiss Life Asset Management
$17.8M +$726K +28,204 +4%
VGA
52
Vanguard Global Advisers
Pennsylvania
$16M +$17.4M +675,279 New
Legal & General Group
53
Legal & General Group
United Kingdom
$14.5M -$11.5M -445,156 -42%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$14.2M -$379K -14,748 -2%
SAM
55
SEB Asset Management
$14M +$15.3M +593,519 New
Franklin Resources
56
Franklin Resources
California
$13.9M -$5.19M -201,853 -25%
FRM
57
Foundation Resource Management
Arkansas
$13.8M -$112K -4,366 -0.7%
Swiss National Bank
58
Swiss National Bank
Switzerland
$13.4M +$118K +4,600 +0.8%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$13.4M -$503K -19,551 -3%
FCBT
60
First Citizens Bank & Trust
North Carolina
$13.1M +$171K +6,635 +1%
SIS
61
Sound Income Strategies
Florida
$12.9M -$322K -12,517 -2%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$12.3M -$565K -21,971 -4%
MYAM
63
Meiji Yasuda Asset Management
Japan
$12.3M -$8.68M -337,204 -39%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$12M +$69K +2,680 +0.5%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$11.8M -$472K -18,340 -4%
Citigroup
66
Citigroup
New York
$11.6M +$4.76M +185,139 +61%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$11.6M +$1.08M +41,979 +9%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$11.2M +$123K +4,778 +1%
Millennium Management
69
Millennium Management
New York
$10.9M -$1.07M -41,514 -8%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$10.4M -$134K -5,190 -1%
HNB
71
Huntington National Bank
Ohio
$10M +$10.9M +422,704 +64,143%
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$9.73M +$6.42M +249,365 +154%
MWM
73
Modern Wealth Management
Kansas
$9.7M +$187K +7,249 +2%
Ameriprise
74
Ameriprise
Minnesota
$9.65M +$1.44M +55,982 +16%
AllianceBernstein
75
AllianceBernstein
Tennessee
$9.02M -$7.13M -277,192 -42%