FedEx
2,045 hedge funds and large institutions have $66.5B invested in FedEx in 2026 Q1 according to their latest regulatory filings, with 312 funds opening new positions, 694 increasing their positions, 701 reducing their positions, and 107 closing their positions.
192% more first-time investments, than exits
New positions opened: 312 | Existing positions closed: 107
25% more funds holding in top 10
Funds holding in top 10: 28 → 35 (+7)
23% more capital invested
Capital invested by funds: $54.2B → $66.5B (+$12.3B)
9% more funds holding
Funds holding: 1,868 → 2,045 (+177)
1% less repeat investments, than reductions
Existing positions increased: 694 | Existing positions reduced: 701
1.48% less ownership
Funds ownership: 79.82% → 78.35% (-1.5%)
35% less call options, than puts
Call options by funds: $1.23B | Put options by funds: $1.89B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$687M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$671M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$440M |
| 4 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$371M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$319M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$1.94B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$941M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$224M |
| 4 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
-$214M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$173M |
FDX Hedge Fund Activity: Q1 2026 in Review
2,045 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2026, worth a combined $66.5B — up 23% from $54.2B a quarter earlier.
Buyers outnumbered sellers: 312 funds opened new FDX positions and 107 closed out — a net gain of 205 holders — while 694 added to existing stakes and 701 trimmed.
The largest buyer was BlackRock, adding an estimated $687M. The largest seller was Dodge & Cox, cutting an estimated $1.94B.
- 2,045 institutional investors held FedEx (FDX) as of Q1 2026, up from 1,868 in Q4 2025.
- Funds reported $66.5B of FedEx stock for Q1 2026, up 23% quarter-over-quarter.
- 312 funds opened new FedEx positions in Q1 2026 and 107 closed out, a net change of +205 holders.
- The largest FedEx buyer in Q1 2026 was BlackRock, an estimated $687M added.
- The largest FedEx seller in Q1 2026 was Dodge & Cox, an estimated $1.94B sold.
Based on aggregated 13F filings for Q1 2026.