FC icon

Franklin Covey

113 hedge funds and large institutions have $183M invested in Franklin Covey in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$593K
Puts
$21K
Net Calls
Net Calls Change

Top Sellers

1 -$5.35M
2 -$3.57M
3 -$3.11M
4
Goldman Sachs
Goldman Sachs
New York
-$2.03M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.65M
27
$1.62M
28
$1.53M
29
$1.41M
30
$1.35M
31
$1.1M
32
$995K
33
$802K
34
$792K
35
$734K
36
$701K
37
$689K
38
$673K
39
$598K
40
$561K
41
$501K
42
$498K
43
$466K
44
$456K
45
$443K
46
$434K
47
$423K
48
$411K
49
$403K
50
$385K