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Franklin Covey
FC

121 hedge funds and large institutions have $219M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

1.44% less ownership

Funds ownership: 75.23% → 73.79% (-1.4%)

8% less funds holding

Funds holding: 131 → 121 (-10)

20% less capital invested

Capital invested by funds: $274M → $219M (-$55.5M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
47
Reduced
41
Closed
28
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
+$374K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.16M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.53M
3
RA
Royce & Associates
New York
+$1.32M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.18M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
NTCM
Nine Ten Capital Management
Illinois
-$3.17M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.39M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
4
Goldman Sachs
Goldman Sachs
New York
-$1.26M
5
DTL
Dynamic Technology Lab
Singapore
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
51
Axa
France
$478K -$31K -1,400 -6%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$471K +$8.93K +404 +2%
Aviva
53
Aviva
United Kingdom
$471K +$17.1K +775 +4%
QCM
54
Quantinno Capital Management
New York
$455K +$276K +12,473 +167%
SO
55
STRS Ohio
Ohio
$429K +$28.7K +1,300 +7%
SEI Investments
56
SEI Investments
Pennsylvania
$402K -$688K -31,120 -64%
OKSA
57
O'Keefe Stevens Advisory
New York
$386K +$98.4K +4,449 +36%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$385K +$9.46K +428 +3%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$378K +$366K +16,577 New
TI
60
Tidal Investments
Wisconsin
$376K +$41.7K +1,885 +13%
DIA
61
Dean Investment Associates
Ohio
$375K -$533K -24,102 -59%
PAM
62
Panagora Asset Management
Massachusetts
$373K -$341K -15,414 -49%
Invesco
63
Invesco
Georgia
$372K +$54.1K +2,445 +18%
EWA
64
EP Wealth Advisors
California
$367K – – –
Principal Financial Group
65
Principal Financial Group
Iowa
$362K +$351K +15,856 New
SIA
66
Soltis Investment Advisors
Utah
$352K – – –
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$332K -$98.9K -4,472 -24%
SOW
68
State of Wyoming
Wyoming
$328K +$175K +7,923 +123%
N
69
Numerai
California
$309K +$300K +13,552 New
DCM
70
Dean Capital Management
Kansas
$302K -$359K -16,250 -55%
A
71
AlphaQuest
New York
$302K -$60.5K -2,736 -17%
EC
72
EntryPoint Capital
New York
$297K +$288K +13,021 New
Victory Capital Management
73
Victory Capital Management
Texas
$296K -$7.32K -331 -2%
PCIG
74
Partners Capital Investment Group
Massachusetts
$272K – – –
B
75
Bailard
California
$256K -$1.9K -86 -0.8%
1 2
3
4 5

FC Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2025, worth a combined $219M — down 20% from $274M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FC and 18 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Nine Ten Capital Management, exiting entirely with an estimated $3.17M sold.

  • 121 institutional investors held Franklin Covey (FC) as of Q2 2025, down from 131 in Q1 2025.
  • Funds reported $219M of Franklin Covey stock for Q2 2025, down 20% quarter-over-quarter.
  • 18 funds opened new Franklin Covey positions in Q2 2025 and 28 closed out, a net change of -10 holders.
  • The largest Franklin Covey buyer in Q2 2025 was Morgan Stanley, an estimated $2.16M added.
  • The largest Franklin Covey seller in Q2 2025 was Nine Ten Capital Management, an estimated $3.17M sold.

Based on aggregated 13F filings for Q2 2025.