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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
TI
51
Tidal Investments
Wisconsin
$256K -$8.11K -484 -3%
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 -$9.96K -595 -4%
ETC
55
Exchange Traded Concepts
Oklahoma
$249K +$14.2K +849 +6%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$246K +$4.12K +246 +2%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$244K -$30K -1,791 -11%
Man Group
58
Man Group
United Kingdom
$226K +$225K +13,461 New
XT
59
XTX Topco
Cayman Islands
$215K -$2.09K -125 -1%
DTL
60
Dynamic Technology Lab
Singapore
$212K +$212K +12,650 New
HSBC Holdings
61
HSBC Holdings
United Kingdom
$209K +$207K +12,347 New
N
62
Numerai
California
$203K -$60.2K -3,594 -23%
PCIG
63
Partners Capital Investment Group
Massachusetts
$200K
Wells Fargo
64
Wells Fargo
California
$199K +$82.8K +4,945 +72%
MC
65
McMorgan & Co
California
$186K -$1.27M -75,728 -87%
Raymond James Financial
66
Raymond James Financial
Florida
$178K -$170K -10,165 -49%
A
67
AlphaQuest
New York
$139K -$226K -13,507 -62%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$117K -$12.9K -768 -10%
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 -$3.35K -200 -4%
JP Morgan Chase
72
JP Morgan Chase
New York
$83.1K -$3.28K -196 -4%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$40.6K +$3.12K +186 +8%
PFSRSONJ
74
Police & Firemen's Retirement System of New Jersey
New Jersey
$40.1K
SOADOR
75
State of Alaska Department of Revenue
Alaska
$31K +$31.9K +1,902 New