Franklin Covey
121 hedge funds and large institutions have $219M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 28 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 41
1.44% less ownership
Funds ownership: 75.23% → 73.79% (-1.4%)
8% less funds holding
Funds holding: 131 → 121 (-10)
20% less capital invested
Capital invested by funds: $274M → $219M (-$55.5M)
36% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.16M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.53M |
| 3 |
RA
Royce & Associates
New York
|
+$1.32M |
| 4 |
D.E. Shaw & Co
New York
|
+$1.18M |
| 5 |
YIH
Y-Intercept (HK)
Hong Kong
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$3.17M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.31M |
| 4 |
Goldman Sachs
New York
|
-$1.26M |
| 5 |
DTL
Dynamic Technology Lab
Singapore
|
-$1.04M |
FC Hedge Fund Activity: Q2 2025 in Review
121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2025, worth a combined $219M — down 20% from $274M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of FC and 18 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 47 added.
The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Nine Ten Capital Management, exiting entirely with an estimated $3.17M sold.
- 121 institutional investors held Franklin Covey (FC) as of Q2 2025, down from 131 in Q1 2025.
- Funds reported $219M of Franklin Covey stock for Q2 2025, down 20% quarter-over-quarter.
- 18 funds opened new Franklin Covey positions in Q2 2025 and 28 closed out, a net change of -10 holders.
- The largest Franklin Covey buyer in Q2 2025 was Morgan Stanley, an estimated $2.16M added.
- The largest Franklin Covey seller in Q2 2025 was Nine Ten Capital Management, an estimated $3.17M sold.
Based on aggregated 13F filings for Q2 2025.