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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
VCM
101
Versant Capital Management
Arizona
$235 -$12.3K -733 -98%
UBS AM
102
UBS AM
Illinois
$151 +$151 +9 New
EP
103
Essential Partners
California
$101 -$620 -37 -86%
AAP
104
Arax Advisory Partners
Colorado
$84 -$4.84K -289 -98%
SS
105
SBI Securities
Japan
$84 -$17 -1 -17%
TWD
106
True Wealth Design
Ohio
$17 -$1.02K -61 -98%
Citadel Advisors
107
Citadel Advisors
Florida
-$1.66M -85,761 Closed
Walleye Capital
108
Walleye Capital
New York
-$995K -51,258 Closed
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
-$466K -24,007 Closed
PA
110
PharVision Advisers
Florida
-$411K -21,197 Closed
Victory Capital Management
111
Victory Capital Management
Texas
-$385K -19,831 Closed
EC
112
EntryPoint Capital
New York
-$323K -16,633 Closed
QC
113
Quadrature Capital
United Kingdom
-$243K -12,523 Closed
SG Americas Securities
114
SG Americas Securities
New York
-$239K -12,309 Closed
SOW
115
State of Wyoming
Wyoming
-$219K -11,270 Closed
B
116
Bailard
California
-$218K -11,239 Closed
ACM
117
Aquatic Capital Management
Illinois
-$131K -6,766 Closed
QL
118
Quarry LP
New York
-$73.6K -3,794 Closed
EWA
119
EverSource Wealth Advisors
Alabama
-$7.67K -395 Closed
HNB
120
Huntington National Bank
Ohio
-$5.42K -279 Closed
TPCW
121
TD Private Client Wealth
New York
-$951 -49 Closed
PWMG
122
Private Wealth Management Group
New Jersey
-$622 -32 Closed
BFS
123
Bare Financial Services
Pennsylvania
-$505 -26 Closed
ASN
124
Advisory Services Network
Georgia
-$214 -11 Closed
CA
125
Clearstead Advisors
Ohio
-$20 -1 Closed