Franklin Universal Trust
54 hedge funds and large institutions have $36.5M invested in Franklin Universal Trust in 2026 Q1 according to their latest regulatory filings, with 7 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% more funds holding
Funds holding: 54 → 54 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.28% less ownership
Funds ownership: 18.39% → 18.11% (-0.28%)
1% less capital invested
Capital invested by funds: $37M → $36.5M (-$520K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$261K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$252K |
| 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 |
FT Hedge Fund Activity: Q1 2026 in Review
54 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2026, worth a combined $36.5M — down 1.4% from $37M a quarter earlier.
Fund positioning in FT was balanced in Q1 2026: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 14 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $261K. The largest seller was Pathstone Holdings, exiting entirely with an estimated $633K sold.
- 54 institutional investors held Franklin Universal Trust (FT) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $36.5M of Franklin Universal Trust stock for Q1 2026, down 1.4% quarter-over-quarter.
- 7 funds opened new Franklin Universal Trust positions in Q1 2026 and 7 closed out, a net change of 0 holders.
- The largest Franklin Universal Trust buyer in Q1 2026 was Shaker Financial Services, an estimated $261K 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.