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Franklin Covey

111 hedge funds and large institutions have $183M invested in Franklin Covey in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
111
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
$593K
Puts
$21K
Net Calls
Net Calls Change

Top Sellers

1 -$5.35M
2 -$3.5M
3 -$3.05M
4
Goldman Sachs
Goldman Sachs
New York
-$1.99M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
76
Mirae Asset Global ETFs Holdings
Hong Kong
$100K
JP Morgan Chase
77
JP Morgan Chase
New York
$100K
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$99K
QL
79
Quarry LP
New York
$73.6K
PFSRSONJ
80
Police & Firemen's Retirement System of New Jersey
New Jersey
$46.4K
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$43.4K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$38K
WAG
83
Wiser Advisor Group
Arizona
$35.2K
Legal & General Group
84
Legal & General Group
United Kingdom
$23.9K
AIP
85
Ameritas Investment Partners
Nebraska
$23.4K
Citigroup
86
Citigroup
New York
$19.2K
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$16K
TRCT
88
Tower Research Capital (TRC)
New York
$15.1K
VCM
89
Versant Capital Management
Arizona
$14.5K
PWA
90
Physician Wealth Advisors
Utah
$13.7K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$8.77K
AB
92
Amalgamated Bank
New York
$8K
C
93
Covestor
United Kingdom
$8K
EWA
94
EverSource Wealth Advisors
Alabama
$7.67K
AAP
95
Arax Advisory Partners
Colorado
$5.71K
HNB
96
Huntington National Bank
Ohio
$5.42K
Optiver Holding
97
Optiver Holding
Netherlands
$3.57K
SCM
98
Sterling Capital Management
North Carolina
$2.45K
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4K
GI
100
GAMMA Investing
California
$1.26K