Franklin Universal Trust
59 hedge funds and large institutions have $37.1M invested in Franklin Universal Trust in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
9% more funds holding
Funds holding: 54 → 59 (+5)
2% more capital invested
Capital invested by funds: $36.5M → $37.1M (+$638K)
0.19% more ownership
Funds ownership: 18.11% → 18.3% (+0.19%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$684K |
| 2 |
Morgan Stanley
New York
|
+$264K |
| 3 |
EH
Equitable Holdings
New York
|
+$162K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$122K |
| 5 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
+$99.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$570K |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$389K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$186K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$107K |
| 5 |
EPW
Evolve Private Wealth
Los Angeles,
California
|
-$61.8K |
FT Hedge Fund Activity: Q2 2026 in Review
59 of the 8,303 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2026, worth a combined $37.1M — up 1.7% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FT positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Pathstone Holdings, opening a new position worth an estimated $684K. The largest seller was LPL Financial, cutting an estimated $570K.
- 59 institutional investors held Franklin Universal Trust (FT) as of Q2 2026, up from 54 in Q1 2026.
- Funds reported $37.1M of Franklin Universal Trust stock for Q2 2026, up 1.7% quarter-over-quarter.
- 9 funds opened new Franklin Universal Trust positions in Q2 2026 and 2 closed out, a net change of +7 holders.
- The largest Franklin Universal Trust buyer in Q2 2026 was Pathstone Holdings, an estimated $684K added.
- The largest Franklin Universal Trust seller in Q2 2026 was LPL Financial, an estimated $570K sold.
Based on aggregated 13F filings for Q2 2026.