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Delta Air Lines

1,126 hedge funds and large institutions have $23.3B invested in Delta Air Lines in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 449 increasing their positions, 369 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.24B

22% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 369

0.85% more ownership

Funds ownership: 81.82%82.68% (+0.85%)

7% less funds holding

Funds holding: 1,2141,126 (-88)

28% less capital invested

Capital invested by funds: $32.2B → $23.3B (-$8.96B)

34% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 198

55% less funds holding in top 10

Funds holding in top 10: 2210 (-12)

Holders
1,126
Holders Change
-88
Holders Change %
-7.25%
% of All Funds
15.1%
Holding in Top 10
10
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-54.55%
% of All Funds
0.13%
New
131
Increased
449
Reduced
369
Closed
198
Calls
$1.79B
Puts
$1.24B
Net Calls
+$542M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.18B +$30.5M +514,264 +0.7%
BlackRock
2
BlackRock
New York
$2.04B +$190M +3,205,078 +7%
Sanders Capital
3
Sanders Capital
Florida
$1.34B +$55M +927,415 +3%
State Street
4
State Street
Massachusetts
$980M -$376K -6,349 -0%
Primecap Management
5
Primecap Management
California
$933M -$31.1M -524,360 -2%
Capital World Investors
6
Capital World Investors
California
$798M +$186M +3,131,798 +21%
Capital International Investors
7
Capital International Investors
California
$750M -$109M -1,838,733 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$706M +$18.8M +317,778 +2%
Morgan Stanley
9
Morgan Stanley
New York
$547M -$89.6M -1,511,197 -11%
Harris Associates
10
Harris Associates
Illinois
$492M +$87.2M +1,471,530 +15%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$474M -$12.6M -212,264 -2%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$402M -$37.1M -625,579 -6%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$367M +$296M +5,000,498 +146%
JP Morgan Chase
14
JP Morgan Chase
New York
$346M +$183M +3,090,228 +64%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$317M -$159M -2,683,533 -27%
Invesco
16
Invesco
Georgia
$316M +$99.7M +1,681,464 +30%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$258M +$141M +2,370,795 +67%
AQR Capital Management
18
AQR Capital Management
Connecticut
$246M +$212M +3,577,489 +150%
GC
19
GMT Capital
Georgia
$233M -$6.52M -110,000 -2%
Northern Trust
20
Northern Trust
Illinois
$222M -$4.76M -80,236 -2%
Goldman Sachs
21
Goldman Sachs
New York
$220M +$191M +3,222,397 +176%
GFA
22
Gallagher Fiduciary Advisors
Illinois
$198M +$269M +4,540,123 New
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$189M +$252M +4,255,262 +5,225%
Ameriprise
24
Ameriprise
Minnesota
$185M +$195M +3,286,741 +347%
UBS Group
25
UBS Group
Switzerland
$185M +$34.5M +582,738 +16%

DAL Hedge Fund Activity: Q1 2025 in Review

1,126 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q1 2025, worth a combined $23.3B — down 28% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 198 funds closed out of DAL and 131 opened new positions — a net loss of 67 holders — while 369 trimmed existing stakes and 449 added.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $296M. The largest seller was Wellington Management Group, cutting an estimated $734M.

  • 1,126 institutional investors held Delta Air Lines (DAL) as of Q1 2025, down from 1,214 in Q4 2024.
  • Funds reported $23.3B of Delta Air Lines stock for Q1 2025, down 28% quarter-over-quarter.
  • 131 funds opened new Delta Air Lines positions in Q1 2025 and 198 closed out, a net change of -67 holders.
  • The largest Delta Air Lines buyer in Q1 2025 was Qube Research & Technologies (QRT), an estimated $296M added.
  • The largest Delta Air Lines seller in Q1 2025 was Wellington Management Group, an estimated $734M sold.

Based on aggregated 13F filings for Q1 2025.