FC icon

Franklin Covey

120 hedge funds and large institutions have $218M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
40
Closed
26
Calls
$335K
Puts
Net Calls
+$335K
Net Calls Change
+$374K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$217K 9,528 +9,528 New
SG Americas Securities
77
SG Americas Securities
New York
$161K 7,043 -7,231 -51%
MIM
78
MetLife Investment Management
New Jersey
$150K 6,564
Mirae Asset Global ETFs Holdings
79
Mirae Asset Global ETFs Holdings
Hong Kong
$138K 6,061 -642 -10%
Wells Fargo
80
Wells Fargo
California
$136K 5,952 +554 +10%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$135K 5,912 -545 -8%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$116K 5,098
ACM
83
Aquatic Capital Management
Illinois
$112K 4,915 +2,686 +121%
Citigroup
84
Citigroup
New York
$102K 4,469 -3,987 -47%
PFSRSONJ
85
Police & Firemen's Retirement System of New Jersey
New Jersey
$54.5K 2,389
US Bancorp
86
US Bancorp
Minnesota
$47.2K 2,068 -204 -9%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$45.3K 1,987 +1,432 +258%
TRCT
88
Tower Research Capital (TRC)
New York
$35.4K 1,552 +355 +30%
VCM
89
Versant Capital Management
Arizona
$30.7K 1,345 +369 +38%
Legal & General Group
90
Legal & General Group
United Kingdom
$28.1K 1,231 -1,706 -58%
AIP
91
Ameritas Investment Partners
Nebraska
$27.5K 1,203
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$25.7K 1,124 -5,792 -84%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$25K 1,091 +381 +54%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$18.8K 825
PWA
95
Physician Wealth Advisors
Utah
$16.1K 704
AB
96
Amalgamated Bank
New York
$10K 434
GI
97
GAMMA Investing
California
$9.84K 431 +359 +499%
EWA
98
EverSource Wealth Advisors
Alabama
$9.33K 409 +387 +1,759%
HNB
99
Huntington National Bank
Ohio
$8.85K 388 +287 +284%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$5.91K 259 +245 +1,750%