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Franklin Covey
FC

Overview Fund Activity

120 hedge funds and large institutions have $218M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
47
Reduced
40
Closed
26
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
+$374K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.85M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$4.5M
3
RA
3
Royce & Associates
New York
$22.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.48M
5
YIH
5
Y-Intercept (HK)
Hong Kong
$1.05M

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$8.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.31M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.14M
5
DTL
5
Dynamic Technology Lab
Singapore
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
51
Axa
France
$478K 20,932 -1,400 -6%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$471K 20,618 +404 +2%
Aviva
53
Aviva
United Kingdom
$471K 20,623 +775 +4%
QCM
54
Quantinno Capital Management
New York
$455K 19,922 +12,473 +167%
SO
55
STRS Ohio
Ohio
$429K 18,800 +1,300 +7%
SEI Investments
56
SEI Investments
Pennsylvania
$402K 17,633 -31,120 -64%
OKSA
57
O'Keefe Stevens Advisory
New York
$386K 16,928 +4,449 +36%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$385K 16,855 +428 +3%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$378K 16,577 +16,577 New
TI
60
Tidal Investments
Wisconsin
$376K 16,494 +1,885 +13%
DIA
61
Dean Investment Associates
Ohio
$375K 16,446 -24,102 -59%
PAM
62
Panagora Asset Management
Massachusetts
$373K 16,329 -15,414 -49%
Invesco
63
Invesco
Georgia
$372K 16,323 +2,445 +18%
EWA
64
EP Wealth Advisors
California
$367K 16,071 – –
Principal Financial Group
65
Principal Financial Group
Iowa
$362K 15,856 +15,856 New
SIA
66
Soltis Investment Advisors
Utah
$352K 15,433 – –
SOW
67
State of Wyoming
Wyoming
$328K 14,366 +7,923 +123%
N
68
Numerai
California
$309K 13,552 +13,552 New
DCM
69
Dean Capital Management
Kansas
$302K 13,242 -16,250 -55%
A
70
AlphaQuest
New York
$302K 13,226 -2,736 -17%
EC
71
EntryPoint Capital
New York
$297K 13,021 +13,021 New
Victory Capital Management
72
Victory Capital Management
Texas
$296K 12,984 -331 -2%
PCIG
73
Partners Capital Investment Group
Massachusetts
$272K 11,924 – –
B
74
Bailard
California
$256K 11,239 -86 -0.8%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$231K 10,037 -4,674 -32%
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3
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