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FT

Franklin Universal Trust
FT

53 hedge funds and large institutions have $36.4M invested in Franklin Universal Trust in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.32% less ownership

Funds ownership: 18.38% → 18.07% (-0.32%)

2% less capital invested

Capital invested by funds: $37M → $36.4M (-$590K)

2% less funds holding

Funds holding: 54 → 53 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$267K
2
SFS
Shaker Financial Services
Virginia
+$261K
3
Morgan Stanley
Morgan Stanley
New York
+$208K
4
Stifel Financial
Stifel Financial
Missouri
+$191K
5
WAM
Wolverine Asset Management
Illinois
+$141K

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$633K
2
LPL Financial
LPL Financial
California
-$417K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$396K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$292K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
26
Thoroughbred Financial Services
Tennessee
$176K – – –
Ameriprise
27
Ameriprise
Minnesota
$161K +$6.08K +749 +4%
Goldman Sachs
28
Goldman Sachs
New York
$161K +$40K +4,932 +33%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$159K +$4.08K +502 +3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$145K -$974 -120 -0.7%
MWM
31
Manske Wealth Management
Texas
$144K – – –
WAM
32
Wolverine Asset Management
Illinois
$139K +$141K +17,402 New
SWP
33
Stratos Wealth Partners
Ohio
$134K – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$133K +$22K +2,711 +19%
P
35
&Partners
Tennessee
$113K +$115K +14,143 New
IFG
36
Independent Financial Group
California
$107K -$42.3K -5,209 -28%
PI
37
PFG Investments
New York
$97.1K -$1.97K -242 -2%
OC
38
Oppenheimer & Co
New York
$94.5K – – –
PFO
39
PMG Family Office
Texas
$92.5K – – –
BAG
40
Bridgewealth Advisory Group
California
$89.5K – – –
GWM
41
Geneos Wealth Management
Colorado
$82.8K – – –
MLA
42
MB, Levis & Associates
Pennsylvania
$82.3K – – –
GCP
43
Gill Capital Partners
Colorado
$40.5K +$41K +5,051 New
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$39.6K – – –
NWMP
45
Noble Wealth Management PBC
Colorado
$31K -$1.01K -125 -3%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$25.6K – – –
CT
47
Colonial Trust
South Carolina
$24.9K +$25.7K +3,163 New
RFP
48
Root Financial Partners
California
$14.2K – – –
MG
49
Mather Group
Illinois
$12.3K +$12.5K +1,534 New
ME
50
McIlrath & Eck
Washington
$5.72K – – –
1
2
3

FT Hedge Fund Activity: Q1 2026 in Review

53 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2026, worth a combined $36.4M — down 1.6% from $37M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FT and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was Advisors Asset Management, adding an estimated $267K. The largest seller was Pathstone Holdings, exiting entirely with an estimated $633K sold.

  • 53 institutional investors held Franklin Universal Trust (FT) as of Q1 2026, down from 54 in Q4 2025.
  • Funds reported $36.4M of Franklin Universal Trust stock for Q1 2026, down 1.6% quarter-over-quarter.
  • 6 funds opened new Franklin Universal Trust positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest Franklin Universal Trust buyer in Q1 2026 was Advisors Asset Management, an estimated $267K added.
  • The largest Franklin Universal Trust seller in Q1 2026 was Pathstone Holdings, an estimated $633K sold.

Based on aggregated 13F filings for Q1 2026.