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Franklin Covey

121 hedge funds and large institutions have $219M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
41
Closed
27
Calls
$335K
Puts
Net Calls
+$335K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$5.91K +$5.59K +245 +1,750%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$5.66K +$5.66K +242 New
TWC
103
TD Waterhouse Canada
Ontario, Canada
$4.8K +$4.8K +200 New
AAP
104
Arax Advisory Partners
Colorado
$4.7K +$3.42K +150 +268%
PWMG
105
Private Wealth Management Group
New Jersey
$3.15K +$3.15K +138 New
BIG
106
Brooklyn Investment Group
New York
$2.44K +$2.44K +107 New
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$2.17K +$2.17K +95 New
SCM
108
Sterling Capital Management
North Carolina
$1.53K +$1.26K +55 +458%
SC
109
SouthState Corp
Florida
$1.42K -$2.37K -104 -63%
PA
110
Parallel Advisors
California
$1.32K +$1.19K +52 +867%
IA
111
IFP Advisors
Florida
$1.19K -$304 -11 Closed
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$1.07K +$1.07K +47 New
FFA
113
Farther Finance Advisors
California
$958 +$958 +42 New
Osaic Holdings
114
Osaic Holdings
Arizona
$939
TWD
115
True Wealth Design
Ohio
$936 +$616 +27 +193%
CSC
116
Caldwell Sutter Capital
California
$799
PFBT
117
Parkside Financial Bank & Trust
Missouri
$571 +$571 +25 New
RIL
118
Rothschild Investment LLC
Illinois
$228 +$228 +10 New
GC
119
Garde Capital
Washington
$115
SS
120
SBI Securities
Japan
$114
NTCM
121
Nine Ten Capital Management
Illinois
-$3.17M -114,818 Closed
DTL
122
Dynamic Technology Lab
Singapore
-$1.04M -37,600 Closed
XT
123
XTX Topco
Cayman Islands
-$1.03M -37,471 Closed
Marshall Wace
124
Marshall Wace
United Kingdom
-$936K -33,899 Closed
TI
125
Trexquant Investment
Connecticut
-$923K -33,428 Closed