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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
51
$383K
52
$380K
53
$378K
54
$365K
55
$346K
56
$345K
57
$323K
58
$317K
59
$305K
60
$305K
61
$300K
62
$293K
63
$290K
64
$280K
65
$271K
66
$251K
67
$243K
68
$239K
69
$231K
70
$219K
71
$218K
72
$150K
73
$134K
74
$131K
75
$127K