TDF

Templeton Dragon Fund

48 hedge funds and large institutions have $191M invested in Templeton Dragon Fund in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $216M → $191M (-$24.2M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
48
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.77M
2 +$2.73M
3 +$2.04M
4
SFS
Shaker Financial Services
Virginia
+$843K
5
Cohen & Steers
Cohen & Steers
New York
+$445K

Top Sellers

1 -$11.4M
2 -$11.1M
3 -$399K
4
XT
XTX Topco
Cayman Islands
-$147K
5
Morgan Stanley
Morgan Stanley
New York
-$86.4K
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$222K
UBS Group
27
UBS Group
Switzerland
$218K
DWM
28
Dakota Wealth Management
Florida
$189K
RG
29
Rathbones Group
United Kingdom
$161K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$130K
DE
31
Diversified Enterprises
Delaware
$122K
JEST
32
JTC Employer Solutions Trustee
Jersey
$74K
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$58.1K
CA
34
Clearstead Advisors
Ohio
$53.9K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$48K
BCWM
36
Bartlett & Co Wealth Management
Ohio
$23.6K
AIS
37
Advocate Investing Services
Maryland
$21.2K
Osaic Holdings
38
Osaic Holdings
Arizona
$20.4K
WIM
39
Westside Investment Management
California
$19.8K
Jones Financial Companies
40
Jones Financial Companies
Missouri
$15.5K
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$8.22K
BW
42
Basepoint Wealth
Iowa
$6.47K
US Bancorp
43
US Bancorp
Minnesota
$5.25K
GWM
44
Geneos Wealth Management
Colorado
$4.7K
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.81K
IA
46
IFP Advisors
Florida
$3.44K
ASN
47
Advisory Services Network
Georgia
$2.65K
GEA
48
Glen Eagle Advisors
New Jersey
$133
XT
49
XTX Topco
Cayman Islands
FHA
50
Flagship Harbor Advisors
Massachusetts