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Franklin Covey

104 hedge funds and large institutions have $142M invested in Franklin Covey in 2025 Q4 according to their latest regulatory filings, with 13 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 (-$41.6M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
104
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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$29K
Legal & General Group
77
Legal & General Group
United Kingdom
$20.2K
AIP
78
Ameritas Investment Partners
Nebraska
$20.2K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$19K
TRCT
80
Tower Research Capital (TRC)
New York
$14.1K
PWA
81
Physician Wealth Advisors
Utah
$11.8K
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$11.1K
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$10.8K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$8K
C
85
Covestor
United Kingdom
$8K
AB
86
Amalgamated Bank
New York
$6K
Citigroup
87
Citigroup
New York
$5.77K
PMFA
88
Plante Moran Financial Advisors
Michigan
$3.44K
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$3.12K
Optiver Holding
90
Optiver Holding
Netherlands
$3.09K
SCM
91
Sterling Capital Management
North Carolina
$2.73K
FFA
92
Farther Finance Advisors
California
$1.9K
PWPS
93
Pinnacle Wealth Planning Services
Ohio
$1.85K
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$1.76K
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21K
Simplex Trading
96
Simplex Trading
Illinois
$922
IA
97
IFP Advisors
Florida
$772
RIL
98
Rothschild Investment LLC
Illinois
$671
GI
99
GAMMA Investing
California
$302
VCM
100
Versant Capital Management
Arizona
$235