We are live on ! Find out more
TDF

Templeton Dragon Fund
TDF

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

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 50 → 48 (-2)

4.39% less ownership

Funds ownership: 75.5% → 71.12% (-4.4%)

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
-2
Holders Change %
-4%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
21
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
City of London Investment Management
United Kingdom
+$2.77M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.73M
3
1CP
1607 Capital Partners
Virginia
+$2.04M
4
SFS
Shaker Financial Services
Virginia
+$843K
5
Cohen & Steers
Cohen & Steers
New York
+$445K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$11.4M
2
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$11.1M
3
Raymond James Financial
Raymond James Financial
Florida
-$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 -$13.1K -1,146 -5%
DWM
28
Dakota Wealth Management
Florida
$189K -$3.67K -321 -2%
RG
29
Rathbones Group
United Kingdom
$161K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$130K – – –
DE
31
Diversified Enterprises
Delaware
$122K +$1.05K +92 +0.8%
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 +$11.4K +1,000 +29%
BCWM
36
Bartlett & Co Wealth Management
Ohio
$23.6K – – –
AIS
37
Advocate Investing Services
Maryland
$21.2K -$1.14K -100 -5%
Osaic Holdings
38
Osaic Holdings
Arizona
$20.4K +$12.4K +1,089 +130%
WIM
39
Westside Investment Management
California
$19.8K – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$15.5K -$297 -26 -2%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$8.22K -$7.33K -641 -45%
BW
42
Basepoint Wealth
Iowa
$6.47K +$69 +6 +1%
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 +$2.86K +250 New
GEA
48
Glen Eagle Advisors
New Jersey
$133 +$11 +1 +8%
XT
49
XTX Topco
Cayman Islands
– -$147K -13,044 Closed
FHA
50
Flagship Harbor Advisors
Massachusetts
– -$50.7K -4,500 Closed
1
2
3

TDF Hedge Fund Activity: Q1 2026 in Review

48 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q1 2026, worth a combined $191M — down 11% from $216M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TDF and 1 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was City of London Investment Management, adding an estimated $2.77M. The largest seller was Lazard Asset Management, cutting an estimated $11.4M.

  • 48 institutional investors held Templeton Dragon Fund (TDF) as of Q1 2026, down from 50 in Q4 2025.
  • Funds reported $191M of Templeton Dragon Fund stock for Q1 2026, down 11% quarter-over-quarter.
  • 1 fund opened new Templeton Dragon Fund positions in Q1 2026 and 3 closed out, a net change of -2 holders.
  • The largest Templeton Dragon Fund buyer in Q1 2026 was City of London Investment Management, an estimated $2.77M added.
  • The largest Templeton Dragon Fund seller in Q1 2026 was Lazard Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2026.