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Franklin Covey

106 hedge funds and large institutions have $133M invested in Franklin Covey in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

1.8% more ownership

Funds ownership: 70.47%72.27% (+1.8%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding

Funds holding: 106106 (0)

6% less capital invested

Capital invested by funds: $142M → $133M (-$8.9M)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
40
Reduced
34
Closed
19
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$244K +$13.4K +813 +6%
TI
52
Tidal Investments
Wisconsin
$242K +$1.98K +120 +0.8%
PCIG
53
Partners Capital Investment Group
Massachusetts
$242K +$56.3K +3,417 +29%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$236K
SIA
55
Soltis Investment Advisors
Utah
$235K +$642 +39 +0.3%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$199K -$31.8K -1,929 -13%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$190K -$2.22M -134,832 -92%
IC
58
Inscription Capital
Texas
$186K +$194K +11,794 New
SEI Investments
59
SEI Investments
Pennsylvania
$185K +$192K +11,685 New
Fidelity Investments
60
Fidelity Investments
Massachusetts
$180K +$73.1K +4,440 +64%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$166K +$173K +10,490 New
UBS Group
62
UBS Group
Switzerland
$163K -$298K -18,087 -64%
BHCM
63
Brevan Howard Capital Management
Jersey
$159K +$165K +10,044 New
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$80.5K
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$80.1K +$1.58K +96 +2%
VGA
66
Vanguard Global Advisers
Pennsylvania
$71.2K +$74.3K +4,512 New
JP Morgan Chase
67
JP Morgan Chase
New York
$70.1K -$7.23K -439 -9%
Wells Fargo
68
Wells Fargo
California
$56.9K -$135K -8,226 -70%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$47.4K +$41.2K +2,500 +498%
TRCT
70
Tower Research Capital (TRC)
New York
$44.6K +$32.7K +1,984 +235%
PFSRSONJ
71
Police & Firemen's Retirement System of New Jersey
New Jersey
$37.7K
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$35.2K -$3.19K -194 -8%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$30K
WAG
74
Wiser Advisor Group
Arizona
$28.6K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$21K -$6.83K -415 -24%