Franklin Covey
113 hedge funds and large institutions have $183M invested in Franklin Covey in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 27 closing their positions.
2,724% more call options, than puts
Call options by funds: $593K | Put options by funds: $21K
0.87% more ownership
Funds ownership: 73.79% → 74.66% (+0.87%)
7% less funds holding
Funds holding: 121 → 113 (-8)
16% less capital invested
Capital invested by funds: $219M → $183M (-$35.5M)
23% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 43
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$8.61M |
| 2 |
Millennium Management
New York
|
+$4.62M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.32M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.9M |
| 5 |
Walleye Capital
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$5.35M |
| 2 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
-$3.57M |
| 3 |
RA
Royce & Associates
New York
|
-$3.11M |
| 4 |
Goldman Sachs
New York
|
-$2.03M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.23M |
FC Hedge Fund Activity: Q3 2025 in Review
113 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2025, worth a combined $183M — down 16% from $219M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of FC and 20 opened new positions — a net loss of 7 holders — while 43 trimmed existing stakes and 33 added.
The largest buyer was AllianceBernstein, adding an estimated $8.61M. The largest seller was TownSquare Capital, exiting entirely with an estimated $5.35M sold.
- 113 institutional investors held Franklin Covey (FC) as of Q3 2025, down from 121 in Q2 2025.
- Funds reported $183M of Franklin Covey stock for Q3 2025, down 16% quarter-over-quarter.
- 20 funds opened new Franklin Covey positions in Q3 2025 and 27 closed out, a net change of -7 holders.
- The largest Franklin Covey buyer in Q3 2025 was AllianceBernstein, an estimated $8.61M added.
- The largest Franklin Covey seller in Q3 2025 was TownSquare Capital, an estimated $5.35M sold.
Based on aggregated 13F filings for Q3 2025.