BEN icon

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
ACM
101
Altrius Capital Management
North Carolina
$5.32M
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.3M
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$5.25M
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$5.23M
CCG
105
Chatham Capital Group
Georgia
$5.22M
SEI Investments
106
SEI Investments
Pennsylvania
$5.09M
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$5M
SBWIC
108
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.97M
Stifel Financial
109
Stifel Financial
Missouri
$4.92M
Sumitomo Mitsui Trust Group
110
Sumitomo Mitsui Trust Group
Japan
$4.87M
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$4.5M
Robeco Institutional Asset Management
112
Robeco Institutional Asset Management
Netherlands
$4.17M
FCM
113
Fire Capital Management
California
$4.07M
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$3.98M
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$3.96M
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$3.95M
UCI
117
Uncommon Cents Investing
Wisconsin
$3.92M
KC
118
Kinloch Capital
Virginia
$3.77M
Prudential Financial
119
Prudential Financial
New Jersey
$3.68M
CCM
120
Cinctive Capital Management
New York
$3.64M
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$3.58M
TPWM
122
Twelve Points Wealth Management
Massachusetts
$3.51M
GC
123
Guggenheim Capital
Illinois
$3.5M
RL
124
Ruffer LLP
United Kingdom
$3.46M
GWM
125
Greenwich Wealth Management
Connecticut
$3.39M