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Franklin Covey

131 hedge funds and large institutions have $274M invested in Franklin Covey in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-7
Holders Change %
-5.07%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
46
Reduced
46
Closed
26
Calls
$25K
Puts
$64K
Net Calls
-$39K
Net Calls Change
+$435K
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$62.8K +$62.8K +2,272 New
ACM
102
Aquatic Capital Management
Illinois
$61.6K +$20.6K +746 +50%
WAG
103
Wiser Advisor Group
Arizona
$50K
Amundi
104
Amundi
France
$42.9K +$42.9K +2,092 New
AIP
105
Ameritas Investment Partners
Nebraska
$33.2K
TRCT
106
Tower Research Capital (TRC)
New York
$33.1K -$26.5K -959 -44%
ACM
107
Aster Capital Management
United Arab Emirates
$29.7K +$29.7K +930 New
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$28K
VCM
109
Versant Capital Management
Arizona
$27K +$16.3K +589 +152%
California State Teachers Retirement System (CalSTRS)
110
California State Teachers Retirement System (CalSTRS)
California
$22.8K -$265K -9,588 -92%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$20K +$7.18K +255 +56%
PWA
112
Physician Wealth Advisors
Utah
$19.4K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$15.3K +$4.48K +162 +41%
AB
114
Amalgamated Bank
New York
$12K
SC
115
SouthState Corp
Florida
$4.59K +$4.59K +166 New
GWM
116
Geneos Wealth Management
Colorado
$4.31K +$3.92K +142 +1,014%
HNB
117
Huntington National Bank
Ohio
$2.79K +$2.79K +101 New
GI
118
GAMMA Investing
California
$1.99K +$1.19K +43 +148%
AAP
119
Arax Advisory Partners
Colorado
$1.55K +$1.55K +56 New
CSC
120
Caldwell Sutter Capital
California
$967
Osaic Holdings
121
Osaic Holdings
Arizona
$690
EWA
122
EverSource Wealth Advisors
Alabama
$608 +$608 +22 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$387 -$1.96K -71 -84%
TWD
124
True Wealth Design
Ohio
$387 +$387 +14 New
SCM
125
Sterling Capital Management
North Carolina
$331