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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
PCOC
1
Power Corp of Canada
Canada
$745M
BlackRock
2
BlackRock
New York
$679M -$24.3M -944,070 -3%
VCM
3
Vanguard Capital Management
Pennsylvania
$474M +$517M +20,088,613 New
State Street
4
State Street
Massachusetts
$470M -$29.1M -1,131,493 -5%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$327M +$356M +13,844,109 New
Invesco
6
Invesco
Georgia
$320M +$88.5M +3,441,463 +34%
Citadel Advisors
7
Citadel Advisors
Florida
$267M +$130M +5,041,726 +80%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$256M -$580K -22,535 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$184M -$6.68M -259,649 -3%
Goldman Sachs
10
Goldman Sachs
New York
$176M +$46.2M +1,796,569 +32%
ProShare Advisors
11
ProShare Advisors
Maryland
$155M -$13.6M -526,842 -7%
ACL
12
Azora Capital LP
Florida
$120M -$17.9M -696,626 -12%
Morgan Stanley
13
Morgan Stanley
New York
$116M +$15.4M +600,341 +14%
AIM
14
Artemis Investment Management
United Kingdom
$115M +$124M +4,823,983 +8,629%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$108M +$21.8M +847,645 +23%
Northern Trust
16
Northern Trust
Illinois
$86.7M -$6.03M -234,453 -6%
KGI
17
Kopernik Global Investors
Florida
$83.2M +$3.95M +153,422 +5%
Charles Schwab
18
Charles Schwab
California
$76.3M +$1.65M +64,000 +2%
Verition Fund Management
19
Verition Fund Management
Connecticut
$71.4M +$21.8M +845,991 +39%
Barclays
20
Barclays
United Kingdom
$66.5M +$30M +1,164,060 +71%
JAM
21
Jupiter Asset Management
United Kingdom
$63.1M +$68.1M +2,645,077 +9,336%
Squarepoint
22
Squarepoint
New York
$61.9M -$38.9M -1,511,423 -37%
UBS Group
23
UBS Group
Switzerland
$57.7M +$10.5M +406,389 +20%
FGP
24
Freestone Grove Partners
California
$50.7M +$55.3M +2,148,549 New
JP Morgan Chase
25
JP Morgan Chase
New York
$48.2M +$10.8M +420,391 +25%