FC icon

Franklin Covey
FC

Overview Fund Activity

120 hedge funds and large institutions have $218M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
47
Reduced
40
Closed
26
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
+$374K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.85M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$4.5M
3
RA
3
Royce & Associates
New York
$22.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.48M
5
YIH
5
Y-Intercept (HK)
Hong Kong
$1.05M

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$8.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.31M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.14M
5
DTL
5
Dynamic Technology Lab
Singapore
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
126
Wellington Management Group
Massachusetts
– – -23,700 Closed
LCM
127
Legato Capital Management
California
– – -18,577 Closed
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
– – -12,787 Closed
MAM
129
Martingale Asset Management
Massachusetts
– – -12,184 Closed
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
– – -11,609 Closed
NRD
131
Nebula Research & Development
New York
– – -9,992 Closed
IIM
132
INTECH Investment Management
Florida
– – -9,942 Closed
DWM
133
Defined Wealth Management
Oregon
– – -9,806 Closed
KK
134
KLP Kapitalforvaltning
Norway
– – -9,700 Closed
HW
135
Hancock Whitney
Mississippi
– – -9,301 Closed
EGM
136
Engineers Gate Manager
New York
– – -8,126 Closed
CF
137
Corebridge Financial
Texas
– – -5,505 Closed
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
– – -3,790 Closed
Amundi
139
Amundi
France
– – -2,092 Closed
WAG
140
Wiser Advisor Group
Arizona
– – -1,812 Closed
New York State Teachers Retirement System (NYSTRS)
141
New York State Teachers Retirement System (NYSTRS)
New York
– – -1,020 Closed
ACM
142
Aster Capital Management
United Arab Emirates
– – -930 Closed
GWM
143
Geneos Wealth Management
Colorado
– – -156 Closed
Simplex Trading
144
Simplex Trading
Illinois
– – -20 Closed
HWM
145
Hemington Wealth Management
Virginia
$0 24 -2 -8%
C
146
Covestor
United Kingdom
$0 5 +5 New
2 3 4 5
6