Franklin Covey
107 hedge funds and large institutions have $142M invested in Franklin Covey in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 20 closing their positions.
210% more call options, than puts
Call options by funds: $62K | Put options by funds: $20K
4.19% less ownership
Funds ownership: 74.66% → 70.47% (-4.2%)
5% less funds holding
Funds holding: 113 → 107 (-6)
21% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 42
23% less capital invested
Capital invested by funds: $183M → $142M (-$41.4M)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$2.88M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.53M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$860K |
| 4 |
Two Sigma Investments
New York
|
+$688K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$526K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$6.51M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$4.66M |
| 3 |
Millennium Management
New York
|
-$3.18M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.66M |
| 5 |
MC
McMorgan & Co
San Francisco,
California
|
-$1.27M |
FC Hedge Fund Activity: Q4 2025 in Review
107 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2025, worth a combined $142M — down 23% from $183M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FC and 15 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 33 added.
The largest buyer was Federated Hermes, adding an estimated $2.88M. The largest seller was Royce & Associates, cutting an estimated $6.51M.
- 107 institutional investors held Franklin Covey (FC) as of Q4 2025, down from 113 in Q3 2025.
- Funds reported $142M of Franklin Covey stock for Q4 2025, down 23% quarter-over-quarter.
- 15 funds opened new Franklin Covey positions in Q4 2025 and 20 closed out, a net change of -5 holders.
- The largest Franklin Covey buyer in Q4 2025 was Federated Hermes, an estimated $2.88M added.
- The largest Franklin Covey seller in Q4 2025 was Royce & Associates, an estimated $6.51M sold.
Based on aggregated 13F filings for Q4 2025.