Franklin Covey
131 hedge funds and large institutions have $274M invested in Franklin Covey in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 26 closing their positions.
0.3% more ownership
Funds ownership: 74.93% → 75.23% (+0.3%)
2% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 47
5% less funds holding
Funds holding: 138 → 131 (-7)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
26% less capital invested
Capital invested by funds: $371M → $274M (-$96.9M)
61% less call options, than puts
Call options by funds: $25K | Put options by funds: $64K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$26.3M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$5.03M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.36M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.09M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$10M |
| 2 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$5.56M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$3.89M |
| 4 |
BlackRock
New York
|
-$3.78M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$3.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
151
SignatureFD
Atlanta,
Georgia
| – | -$4.17K | -111 | Closed |
|
|
BIG
152
Brooklyn Investment Group
Brooklyn,
New York
| – | -$1.28K | -34 | Closed |
|
153
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$1.01K | -27 | Closed |
|
|
MCM
154
Mainstream Capital Management
Los Angeles,
California
| – | -$564 | -15 | Closed |
|
155
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$225 | -6 | Closed |
|
156
Simplex Trading
Chicago,
Illinois
| – | +$662 | +20 | New |
|
FC Hedge Fund Activity: Q1 2025 in Review
131 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q1 2025, worth a combined $274M — down 26% from $371M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FC and 20 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 46 added.
The largest buyer was Royce & Associates, adding an estimated $26.3M. The largest seller was Nine Ten Capital Management, cutting an estimated $10M.
- 131 institutional investors held Franklin Covey (FC) as of Q1 2025, down from 138 in Q4 2024.
- Funds reported $274M of Franklin Covey stock for Q1 2025, down 26% quarter-over-quarter.
- 20 funds opened new Franklin Covey positions in Q1 2025 and 26 closed out, a net change of -6 holders.
- The largest Franklin Covey buyer in Q1 2025 was Royce & Associates, an estimated $26.3M added.
- The largest Franklin Covey seller in Q1 2025 was Nine Ten Capital Management, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2025.