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Franklin Covey

105 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, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
105
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
$62K
Puts
$20K
Net Calls
Net Calls Change

Top Buyers

1 +$2.88M
2 +$1.53M
3 +$860K
4
Two Sigma Investments
Two Sigma Investments
New York
+$688K
5
Deutsche Bank
Deutsche Bank
Germany
+$526K

Top Sellers

1 -$6.51M
2 -$4.66M
3 -$3.18M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.66M
5
MC
McMorgan & Co
California
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Tidal Investments
Wisconsin
$256K
BCC
52
Bridge City Capital
Oregon
$253K
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$250K
SIA
54
Soltis Investment Advisors
Utah
$249K
ETC
55
Exchange Traded Concepts
Oklahoma
$249K
VOYA Investment Management
56
VOYA Investment Management
Georgia
$246K
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$244K
Man Group
58
Man Group
United Kingdom
$226K
XT
59
XTX Topco
Cayman Islands
$215K
DTL
60
Dynamic Technology Lab
Singapore
$212K
HSBC Holdings
61
HSBC Holdings
United Kingdom
$209K
N
62
Numerai
California
$203K
PCIG
63
Partners Capital Investment Group
Massachusetts
$200K
Wells Fargo
64
Wells Fargo
California
$199K
MC
65
McMorgan & Co
California
$186K
Raymond James Financial
66
Raymond James Financial
Florida
$178K
A
67
AlphaQuest
New York
$139K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$117K
MIM
69
MetLife Investment Management
New Jersey
$110K
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$85.5K
Mirae Asset Global ETFs Holdings
71
Mirae Asset Global ETFs Holdings
Hong Kong
$83.5K
JP Morgan Chase
72
JP Morgan Chase
New York
$83.1K
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$40.6K
PFSRSONJ
74
Police & Firemen's Retirement System of New Jersey
New Jersey
$40.1K
SOADOR
75
State of Alaska Department of Revenue
Alaska
$31K