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Franklin Covey

106 hedge funds and large institutions have $133M invested in Franklin Covey in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

1.8% more ownership

Funds ownership: 70.47%72.27% (+1.8%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding

Funds holding: 106106 (0)

6% less capital invested

Capital invested by funds: $142M → $133M (-$8.9M)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
40
Reduced
34
Closed
19
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
101
True Wealth Design
Ohio
$95 +$82 +5 +500%
SS
102
SBI Securities
Japan
$79
SIC
103
SJS Investment Consulting
Ohio
$64 +$66 +4 New
RFP
104
Root Financial Partners
California
$47 +$49 +3 New
CIAM
105
Caitong International Asset Management
Hong Kong
$32 +$33 +2 New
SS
106
Sunbelt Securities
Texas
$16 +$16 +1 New
PAIM
107
Punch & Associates Investment Management
Minnesota
-$5.25M -312,870 Closed
Hotchkis & Wiley Capital Management
108
Hotchkis & Wiley Capital Management
California
-$2.89M -172,493 Closed
HCA
109
Harbor Capital Advisors
Illinois
-$1.11M -66,336 Closed
Two Sigma Advisers
110
Two Sigma Advisers
New York
-$774K -46,100 Closed
IIM
111
Illumine Investment Management
Washington
-$460K -27,428 Closed
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
-$358K -21,350 Closed
GCP
113
GSA Capital Partners
United Kingdom
-$269K -16,043 Closed
Man Group
114
Man Group
United Kingdom
-$226K -13,461 Closed
DTL
115
Dynamic Technology Lab
Singapore
-$212K -12,650 Closed
HSBC Holdings
116
HSBC Holdings
United Kingdom
-$209K -12,347 Closed
N
117
Numerai
California
-$203K -12,109 Closed
MC
118
McMorgan & Co
California
-$186K -11,064 Closed
A
119
AlphaQuest
New York
-$139K -8,271 Closed
MIM
120
MetLife Investment Management
New Jersey
-$110K -6,564 Closed
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
-$10.8K -641 Closed
AB
122
Amalgamated Bank
New York
-$6K -339 Closed
PMFA
123
Plante Moran Financial Advisors
Michigan
-$3.44K -205 Closed
PWPS
124
Pinnacle Wealth Planning Services
Ohio
-$1.85K -110 Closed
Los Angeles Capital Management
125
Los Angeles Capital Management
California
-$1.76K -104 Closed