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Franklin Covey

120 hedge funds and large institutions have $218M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
40
Closed
26
Calls
$335K
Puts
Net Calls
+$335K
Net Calls Change
+$374K
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$5.66K 242 +242 New
TWC
102
TD Waterhouse Canada
Ontario, Canada
$4.8K 200 +200 New
AAP
103
Arax Advisory Partners
Colorado
$4.7K 206 +150 +268%
PWMG
104
Private Wealth Management Group
New Jersey
$3.15K 138 +138 New
BIG
105
Brooklyn Investment Group
New York
$2.44K 107 +107 New
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$2.17K 95 +95 New
SCM
107
Sterling Capital Management
North Carolina
$1.53K 67 +55 +458%
SC
108
SouthState Corp
Florida
$1.42K 62 -104 -63%
PA
109
Parallel Advisors
California
$1.32K 58 +52 +867%
IA
110
IFP Advisors
Florida
-11 Closed
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$1.07K 47 +47 New
FFA
112
Farther Finance Advisors
California
$958 42 +42 New
Osaic Holdings
113
Osaic Holdings
Arizona
$939 25
TWD
114
True Wealth Design
Ohio
$936 41 +27 +193%
CSC
115
Caldwell Sutter Capital
California
$799 35
PFBT
116
Parkside Financial Bank & Trust
Missouri
$571 25 +25 New
RIL
117
Rothschild Investment LLC
Illinois
$228 10 +10 New
GC
118
Garde Capital
Washington
$115 5
SS
119
SBI Securities
Japan
$114 5
NTCM
120
Nine Ten Capital Management
Illinois
-114,818 Closed
DTL
121
Dynamic Technology Lab
Singapore
-37,600 Closed
XT
122
XTX Topco
Cayman Islands
-37,471 Closed
Marshall Wace
123
Marshall Wace
United Kingdom
-33,899 Closed
TI
124
Trexquant Investment
Connecticut
-33,428 Closed
Los Angeles Capital Management
125
Los Angeles Capital Management
California
-29,117 Closed