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Franklin Covey

121 hedge funds and large institutions have $219M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
41
Closed
27
Calls
$335K
Puts
Net Calls
+$335K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$231K -$108K -4,674 -32%
Creative Planning
77
Creative Planning
Kansas
$217K +$217K +9,528 New
SG Americas Securities
78
SG Americas Securities
New York
$161K -$165K -7,231 -51%
MIM
79
MetLife Investment Management
New Jersey
$150K
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$138K -$14.7K -642 -10%
Wells Fargo
81
Wells Fargo
California
$136K +$12.6K +554 +10%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$135K -$12.4K -545 -8%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$116K
ACM
84
Aquatic Capital Management
Illinois
$112K +$61.3K +2,686 +121%
Citigroup
85
Citigroup
New York
$102K -$91K -3,987 -47%
PFSRSONJ
86
Police & Firemen's Retirement System of New Jersey
New Jersey
$54.5K
US Bancorp
87
US Bancorp
Minnesota
$47.2K -$4.66K -204 -9%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$45.3K +$32.7K +1,432 +258%
TRCT
89
Tower Research Capital (TRC)
New York
$35.4K +$8.1K +355 +30%
VCM
90
Versant Capital Management
Arizona
$30.7K +$8.42K +369 +38%
Legal & General Group
91
Legal & General Group
United Kingdom
$28.1K -$38.9K -1,706 -58%
AIP
92
Ameritas Investment Partners
Nebraska
$27.5K
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$25.7K -$132K -5,792 -84%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$25K +$8.73K +381 +54%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$18.8K
PWA
96
Physician Wealth Advisors
Utah
$16.1K
AB
97
Amalgamated Bank
New York
$10K
GI
98
GAMMA Investing
California
$9.84K +$8.19K +359 +499%
EWA
99
EverSource Wealth Advisors
Alabama
$9.33K +$8.83K +387 +1,759%
HNB
100
Huntington National Bank
Ohio
$8.85K +$6.55K +287 +284%