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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
BlackRock
1
BlackRock
New York
$23.2M -$590K -26,695 -3%
RA
2
Royce & Associates
New York
$22.7M +$1.32M +59,547 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.3M +$108K +4,883 +0.7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$14.1M -$529K -23,905 -4%
PAIM
5
Punch & Associates Investment Management
Minnesota
$13.5M +$76K +3,436 +0.6%
RHJA
6
Rice Hall James & Associates
California
$12.2M +$219K +9,916 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.2M -$545K -24,633 -6%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$8.2M -$1.39M -62,845 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.18M +$46.8K +2,118 +0.7%
HCA
10
Harbor Capital Advisors
Illinois
$5.77M +$72.9K +3,296 +1%
State Street
11
State Street
Massachusetts
$5.45M -$35.2K -1,590 -0.7%
TC
12
TownSquare Capital
Utah
$5.35M -$575 -26 -0%
Federated Hermes
13
Federated Hermes
Pennsylvania
$4.67M +$620K +28,062 +16%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$4.5M +$1.53M +69,168 +54%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$4.19M +$608K +27,508 +18%
Goldman Sachs
16
Goldman Sachs
New York
$4.14M -$1.26M -57,003 -24%
HIM
17
Herald Investment Management
United Kingdom
$3.99M – – –
Renaissance Technologies
18
Renaissance Technologies
New York
$3.36M -$24.3K -1,100 -0.7%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$2.97M +$816K +36,920 +40%
Bank of America
20
Bank of America
North Carolina
$2.93M -$309K -13,955 -10%
Morgan Stanley
21
Morgan Stanley
New York
$2.85M +$2.16M +97,891 +361%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$2.48M +$1.18M +53,425 +97%
MC
23
McMorgan & Co
California
$2.4M +$56.2K +2,540 +2%
Northern Trust
24
Northern Trust
Illinois
$2.33M -$150K -6,799 -6%
Charles Schwab
25
Charles Schwab
California
$2.13M +$36K +1,630 +2%
1
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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.