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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
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
$335K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.23M
2 +$1.58M
3 +$1.36M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.22M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1.05M

Top Sellers

1 -$3.17M
2 -$1.43M
3 -$1.35M
4
Goldman Sachs
Goldman Sachs
New York
-$1.3M
5
DTL
Dynamic Technology Lab
Singapore
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$5.91K
Jones Financial Companies
102
Jones Financial Companies
Missouri
$5.66K
TWC
103
TD Waterhouse Canada
Ontario, Canada
$4.8K
AAP
104
Arax Advisory Partners
Colorado
$4.7K
PWMG
105
Private Wealth Management Group
New Jersey
$3.15K
BIG
106
Brooklyn Investment Group
New York
$2.44K
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$2.17K
SCM
108
Sterling Capital Management
North Carolina
$1.53K
SC
109
SouthState Corp
Florida
$1.42K
PA
110
Parallel Advisors
California
$1.32K
IA
111
IFP Advisors
Florida
$1.19K
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$1.07K
FFA
113
Farther Finance Advisors
California
$958
Osaic Holdings
114
Osaic Holdings
Arizona
$939
TWD
115
True Wealth Design
Ohio
$936
CSC
116
Caldwell Sutter Capital
California
$799
PFBT
117
Parkside Financial Bank & Trust
Missouri
$571
RIL
118
Rothschild Investment LLC
Illinois
$228
GC
119
Garde Capital
Washington
$115
SS
120
SBI Securities
Japan
$114
NTCM
121
Nine Ten Capital Management
Illinois
DTL
122
Dynamic Technology Lab
Singapore
XT
123
XTX Topco
Cayman Islands
Marshall Wace
124
Marshall Wace
United Kingdom
TI
125
Trexquant Investment
Connecticut