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Franklin Covey
FC

121 hedge funds and large institutions have $219M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

1.44% less ownership

Funds ownership: 75.23% → 73.79% (-1.4%)

8% less funds holding

Funds holding: 131 → 121 (-10)

20% less capital invested

Capital invested by funds: $274M → $219M (-$55.5M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
47
Reduced
41
Closed
28
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
+$374K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.16M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.53M
3
RA
Royce & Associates
New York
+$1.32M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.18M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
NTCM
Nine Ten Capital Management
Illinois
-$3.17M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.39M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
4
Goldman Sachs
Goldman Sachs
New York
-$1.26M
5
DTL
Dynamic Technology Lab
Singapore
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
126
Los Angeles Capital Management
California
– -$804K -29,117 Closed
Wellington Management Group
127
Wellington Management Group
Massachusetts
– -$655K -23,700 Closed
LCM
128
Legato Capital Management
California
– -$513K -18,577 Closed
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
– -$358K -12,787 Closed
MAM
130
Martingale Asset Management
Massachusetts
– -$337K -12,184 Closed
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
– -$321K -11,609 Closed
NRD
132
Nebula Research & Development
New York
– -$276K -9,992 Closed
IIM
133
INTECH Investment Management
Florida
– -$275K -9,942 Closed
DWM
134
Defined Wealth Management
Oregon
– -$271K -9,806 Closed
KK
135
KLP Kapitalforvaltning
Norway
– -$268K -9,700 Closed
HW
136
Hancock Whitney
Mississippi
– -$257K -9,301 Closed
EGM
137
Engineers Gate Manager
New York
– -$224K -8,126 Closed
CF
138
Corebridge Financial
Texas
– -$152K -5,505 Closed
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
– -$90.7K -4,600 Closed
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
– -$105K -3,790 Closed
Amundi
141
Amundi
France
– -$42.9K -2,092 Closed
WAG
142
Wiser Advisor Group
Arizona
– -$50K -1,812 Closed
New York State Teachers Retirement System (NYSTRS)
143
New York State Teachers Retirement System (NYSTRS)
New York
– -$28K -1,020 Closed
ACM
144
Aster Capital Management
United Arab Emirates
– -$29.7K -930 Closed
GWM
145
Geneos Wealth Management
Colorado
– -$4.31K -156 Closed
Osaic Holdings
146
Osaic Holdings
Arizona
– -$690 -25 Closed
Simplex Trading
147
Simplex Trading
Illinois
– -$442 -20 Closed
HWM
148
Hemington Wealth Management
Virginia
– -$44 -2 -8%
C
149
Covestor
United Kingdom
– +$111 +5 New
2 3 4 5
6

FC Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2025, worth a combined $219M — down 20% from $274M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FC and 18 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Nine Ten Capital Management, exiting entirely with an estimated $3.17M sold.

  • 121 institutional investors held Franklin Covey (FC) as of Q2 2025, down from 131 in Q1 2025.
  • Funds reported $219M of Franklin Covey stock for Q2 2025, down 20% quarter-over-quarter.
  • 18 funds opened new Franklin Covey positions in Q2 2025 and 28 closed out, a net change of -10 holders.
  • The largest Franklin Covey buyer in Q2 2025 was Morgan Stanley, an estimated $2.16M added.
  • The largest Franklin Covey seller in Q2 2025 was Nine Ten Capital Management, an estimated $3.17M sold.

Based on aggregated 13F filings for Q2 2025.