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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
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
$335K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.23M
2 +$1.58M
3 +$1.36M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.22M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1.05M

Top Sellers

1 -$3.17M
2 -$1.43M
3 -$1.35M
4
Goldman Sachs
Goldman Sachs
New York
-$1.3M
5
DTL
Dynamic Technology Lab
Singapore
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$231K
Creative Planning
77
Creative Planning
Kansas
$217K
SG Americas Securities
78
SG Americas Securities
New York
$161K
MIM
79
MetLife Investment Management
New Jersey
$150K
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$138K
Wells Fargo
81
Wells Fargo
California
$136K
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$135K
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$116K
ACM
84
Aquatic Capital Management
Illinois
$112K
Citigroup
85
Citigroup
New York
$102K
PFSRSONJ
86
Police & Firemen's Retirement System of New Jersey
New Jersey
$54.5K
US Bancorp
87
US Bancorp
Minnesota
$47.2K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$45.3K
TRCT
89
Tower Research Capital (TRC)
New York
$35.4K
VCM
90
Versant Capital Management
Arizona
$30.7K
Legal & General Group
91
Legal & General Group
United Kingdom
$28.1K
AIP
92
Ameritas Investment Partners
Nebraska
$27.5K
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$25.6K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$25K
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
EWA
99
EverSource Wealth Advisors
Alabama
$9.33K
HNB
100
Huntington National Bank
Ohio
$8.85K