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1,679 hedge funds and large institutions have $43.2B invested in FedEx in 2025 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 586 increasing their positions, 665 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $41.9B → $43.2B (+$1.35B)

2% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 137

0.79% more ownership

Funds ownership: 76.89%77.67% (+0.79%)

1% less funds holding

Funds holding: 1,6991,679 (-20)

12% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 665

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

29% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.54B

Holders
1,679
Holders Change
-20
Holders Change %
-1.18%
% of All Funds
22.04%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
140
Increased
586
Reduced
665
Closed
137
Calls
$1.09B
Puts
$1.54B
Net Calls
-$453M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1776
Gutierrez Wealth Advisory
Arkansas
-$203K -892 Closed
SWM
1777
Silverlake Wealth Management
Vermont
-$202K -888 Closed
NA
1778
Nautilus Advisors
California
-$200K -880 Closed
OW
1779
Olistico Wealth
Oklahoma
-$194K -855 Closed
FWA
1780
FSM Wealth Advisors
Ohio
-$200K -852 Closed
QT
1781
Quantbot Technologies
New York
-$186K -819 Closed
BCMLT
1782
Beacon Capital Management LLC (Tennessee)
Tennessee
-$143K -631 Closed
LFA
1783
Livelsberger Financial Advisory
Ohio
-$139K -613 Closed
AWM
1784
Avondale Wealth Management
Texas
-$136K -600 Closed
GM
1785
GeoWealth Management
Illinois
-$73.6K -324 Closed
PFG
1786
Putney Financial Group
California
-$58.6K -258 Closed
FC
1787
Family CFO
California
-$45.5K -200 Closed
EDRH
1788
Edmond de Rothschild Holding
Switzerland
-$43.4K -191 Closed
SO
1789
Sierra Ocean
California
-$38.7K -170 Closed
PSFG
1790
Park Square Financial Group
Georgia
-$37.5K -165 Closed
ATC
1791
Advantage Trust Company
Kansas
-$34.1K -150 Closed
BFP
1792
Briaud Financial Planning
Texas
-$29K -129 Closed
NC
1793
NewSquare Capital
Pennsylvania
-$27.7K -122 Closed
TPWA
1794
Twin Peaks Wealth Advisors
California
-$27.6K -120 Closed
GWM
1795
Gitterman Wealth Management
New Jersey
-$26.4K -116 Closed
MAM
1796
Morse Asset Management
Connecticut
-$22.7K -100 Closed
VWM
1797
Valley Wealth Managers
New Jersey
-$22.7K -100 Closed
T
1798
Transce3nd
Texas
-$19.1K -84 Closed
VFIC
1799
Valley Forge Investment Consultants
Pennsylvania
-$11.4K -50 Closed
SGC
1800
Slocum, Gordon & Co
Rhode Island
-$10.2K -45 Closed