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Franklin Covey

106 hedge funds and large institutions have $142M invested in Franklin Covey in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $62K | Put options by funds: $20K

4.19% less ownership

Funds ownership: 74.66%70.47% (-4.2%)

6% less funds holding

Funds holding: 113106 (-7)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

23% less capital invested

Capital invested by funds: $183M → $142M (-$41.4M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
42
Closed
20
Calls
$62K
Puts
$20K
Net Calls
+$42K
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
76
Wiser Advisor Group
Arizona
$30.4K
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$29K -$551K -32,899 -95%
Legal & General Group
78
Legal & General Group
United Kingdom
$20.2K -$435 -26 -2%
AIP
79
Ameritas Investment Partners
Nebraska
$20.2K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$19K +$11.4K +678 +150%
TRCT
81
Tower Research Capital (TRC)
New York
$14.1K +$1.12K +67 +9%
PWA
82
Physician Wealth Advisors
Utah
$11.8K
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$11.1K -$2.73K -163 -20%
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$10.8K +$10.7K +641 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$8K -$24.8K -1,481 -75%
C
86
Covestor
United Kingdom
$8K +$703 +42 +11%
AB
87
Amalgamated Bank
New York
$6K -$1.59K -95 -22%
Citigroup
88
Citigroup
New York
$5.77K -$10.8K -646 -65%
PMFA
89
Plante Moran Financial Advisors
Michigan
$3.44K +$3.43K +205 New
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$3.12K +$2.41K +144 +343%
Optiver Holding
91
Optiver Holding
Netherlands
$3.09K
SCM
92
Sterling Capital Management
North Carolina
$2.73K +$620 +37 +29%
FFA
93
Farther Finance Advisors
California
$1.9K +$1.89K +113 New
PWPS
94
Pinnacle Wealth Planning Services
Ohio
$1.85K +$1.84K +110 New
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$1.76K +$1.74K +104 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21K
Simplex Trading
97
Simplex Trading
Illinois
$922 +$921 +55 New
IA
98
IFP Advisors
Florida
$772 +$352 +21 +84%
RIL
99
Rothschild Investment LLC
Illinois
$671
GI
100
GAMMA Investing
California
$302 -$787 -47 -72%