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Franklin Covey

106 hedge funds and large institutions have $142M invested in Franklin Covey in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

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%)

6% less funds holding

Funds holding: 113106 (-7)

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)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
42
Closed
20
Calls
$62K
Puts
$20K
Net Calls
+$42K
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$19.2M +$1.53M +91,173 +9%
BlackRock
2
BlackRock
New York
$16.5M +$228K +13,591 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.2M -$548K -32,745 -5%
RHJA
4
Rice Hall James & Associates
California
$8.07M -$55.2K -3,298 -0.7%
RA
5
Royce & Associates
New York
$7.53M -$6.51M -388,988 -46%
Federated Hermes
6
Federated Hermes
Pennsylvania
$6.32M +$2.88M +171,744 +84%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.36M -$611K -36,490 -10%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.25M -$4.66M -278,448 -47%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.06M +$27.2K +1,626 +0.5%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$4.63M -$354K -21,159 -7%
State Street
11
State Street
Massachusetts
$4.01M -$34.4K -2,057 -0.9%
HIM
12
Herald Investment Management
United Kingdom
$2.93M
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$2.89M +$210K +12,550 +8%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$2.87M -$50.6K -3,021 -2%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$2.46M -$840K -50,184 -25%
Bank of America
16
Bank of America
North Carolina
$2.23M -$242K -14,443 -10%
Morgan Stanley
17
Morgan Stanley
New York
$2.06M +$246K +14,712 +14%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.97M -$253K -15,100 -11%
Deutsche Bank
19
Deutsche Bank
Germany
$1.96M +$526K +31,439 +37%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$1.74M -$396K -23,637 -19%
Goldman Sachs
21
Goldman Sachs
New York
$1.72M +$400K +23,867 +30%
Northern Trust
22
Northern Trust
Illinois
$1.58M -$36.5K -2,180 -2%
Charles Schwab
23
Charles Schwab
California
$1.41M +$7.64K +456 +0.5%
CCPM
24
Cooper Creek Partners Management
New York
$1.17M
Millennium Management
25
Millennium Management
New York
$1.17M -$3.18M -190,161 -73%