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Franklin Covey

106 hedge funds and large institutions have $142M invested in Franklin Covey in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $62K | Put options by funds: $20K

4.19% less ownership

Funds ownership: 74.66%70.47% (-4.2%)

6% less funds holding

Funds holding: 113106 (-7)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

23% less capital invested

Capital invested by funds: $183M → $142M (-$41.4M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
42
Closed
20
Calls
$62K
Puts
$20K
Net Calls
+$42K
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.14M -$821K -49,000 -42%
HCA
27
Harbor Capital Advisors
Illinois
$1.11M -$105K -6,292 -9%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$1.07M -$1.19M -71,237 -53%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.06M +$688K +41,087 +184%
Ameriprise
30
Ameriprise
Minnesota
$961K +$8.96K +535 +0.9%
Marshall Wace
31
Marshall Wace
United Kingdom
$861K +$860K +51,334 New
American Century Companies
32
American Century Companies
Missouri
$808K +$290K +17,324 +56%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$774K +$167K +10,000 +28%
SIM
34
SummerHaven Investment Management
Connecticut
$685K
QCM
35
Quantinno Capital Management
New York
$636K +$338K +20,157 +113%
GC
36
Globeflex Capital
California
$635K
Jane Street
37
Jane Street
New York
$631K +$146K +8,721 +30%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$613K +$17.3K +1,035 +3%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$580K +$196K +11,700 +51%
AQR Capital Management
40
AQR Capital Management
Connecticut
$541K -$152K -9,103 -22%
Barclays
41
Barclays
United Kingdom
$506K +$178K +10,612 +54%
UBS Group
42
UBS Group
Switzerland
$477K +$177K +10,582 +59%
IIM
43
Illumine Investment Management
Washington
$460K +$29.7K +1,776 +7%
N
44
Nuveen
North Carolina
$433K
Invesco
45
Invesco
Georgia
$362K +$34.4K +2,055 +11%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$358K +$26.8K +1,600 +8%
SO
47
STRS Ohio
Ohio
$349K +$33.5K +2,000 +11%
Franklin Resources
48
Franklin Resources
California
$339K -$55.3K -3,300 -14%
EWA
49
EP Wealth Advisors
California
$274K +$274K +16,353 New
GCP
50
GSA Capital Partners
United Kingdom
$269K +$269K +16,043 New