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Franklin Covey
FC

113 hedge funds and large institutions have $183M invested in Franklin Covey in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,724% more call options, than puts

Call options by funds: $593K | Put options by funds: $21K

0.87% more ownership

Funds ownership: 73.79% → 74.66% (+0.87%)

7% less funds holding

Funds holding: 121 → 113 (-8)

16% less capital invested

Capital invested by funds: $219M → $183M (-$35.5M)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
33
Reduced
43
Closed
27
Calls
$593K
Puts
$21K
Net Calls
+$572K
Net Calls Change
+$237K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$8.61M
2
Millennium Management
Millennium Management
New York
+$4.62M
3
BCM
Bridgeway Capital Management
Texas
+$2.32M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.9M
5
Walleye Capital
Walleye Capital
New York
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$5.35M
2
HCA
Harbor Capital Advisors
Illinois
-$3.57M
3
RA
Royce & Associates
New York
-$3.11M
4
Goldman Sachs
Goldman Sachs
New York
-$2.03M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
– -$231K -10,037 Closed
Creative Planning
127
Creative Planning
Kansas
– -$217K -9,528 Closed
US Bancorp
128
US Bancorp
Minnesota
– -$47.2K -2,068 Closed
Jones Financial Companies
129
Jones Financial Companies
Missouri
– -$5.66K -242 Closed
TWC
130
TD Waterhouse Canada
Ontario, Canada
– -$4.8K -200 Closed
BIG
131
Brooklyn Investment Group
New York
– -$2.44K -107 Closed
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
– -$2.17K -95 Closed
SC
133
SouthState Corp
Florida
– -$1.42K -62 Closed
PA
134
Parallel Advisors
California
– -$1.32K -58 Closed
FFA
135
Farther Finance Advisors
California
– -$958 -42 Closed
CSC
136
Caldwell Sutter Capital
California
– -$799 -35 Closed
PFBT
137
Parkside Financial Bank & Trust
Missouri
– -$571 -25 Closed
HWM
138
Hemington Wealth Management
Virginia
– -$158 -8 -33%
GC
139
Garde Capital
Washington
– -$115 -5 Closed
AW
140
Avion Wealth
Texas
– +$534 +27 New
2 3 4 5
6

FC Hedge Fund Activity: Q3 2025 in Review

113 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2025, worth a combined $183M — down 16% from $219M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FC and 20 opened new positions — a net loss of 7 holders — while 43 trimmed existing stakes and 33 added.

The largest buyer was AllianceBernstein, adding an estimated $8.61M. The largest seller was TownSquare Capital, exiting entirely with an estimated $5.35M sold.

  • 113 institutional investors held Franklin Covey (FC) as of Q3 2025, down from 121 in Q2 2025.
  • Funds reported $183M of Franklin Covey stock for Q3 2025, down 16% quarter-over-quarter.
  • 20 funds opened new Franklin Covey positions in Q3 2025 and 27 closed out, a net change of -7 holders.
  • The largest Franklin Covey buyer in Q3 2025 was AllianceBernstein, an estimated $8.61M added.
  • The largest Franklin Covey seller in Q3 2025 was TownSquare Capital, an estimated $5.35M sold.

Based on aggregated 13F filings for Q3 2025.