Franklin Universal Trust
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$267K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$261K |
| 3 |
Morgan Stanley
New York
|
+$208K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$191K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$633K |
| 2 |
LPL Financial
San Diego,
California
|
-$417K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$396K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$292K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
51
Financial Gravity Asset Management
Lakeway,
Texas
| $4K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | – | – | – |
|
|
HWP
53
Highline Wealth Partners
Sherman Oaks,
California
| $3.2K | +$3.25K | +400 | New |
|
|
54
Pathstone Holdings
Englewood,
New Jersey
| – | -$633K | -79,153 | Closed |
|
|
55
Envestnet Asset Management
Chicago,
Illinois
| – | -$396K | -49,557 | Closed |
|
|
ATS
56
Ashton Thomas Securities
Rochester,
New York
| – | -$81.2K | -10,150 | Closed |
|
|
SWM
57
Spire Wealth Management
Mclean,
Virginia
| – | -$39.5K | -4,940 | Closed |
|
|
MA
58
Modus Advisors
Excelsior,
Minnesota
| – | -$14.8K | -1,850 | Closed |
|
59
Bank of America
Charlotte,
North Carolina
| – | -$8.11K | -1,014 | Closed |
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -300 | Closed |
|
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.