Delta Air Lines
1,339 hedge funds and large institutions have $38.6B invested in Delta Air Lines in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 570 increasing their positions, 383 reducing their positions, and 144 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 570 | Existing positions reduced: 383
42% more call options, than puts
Call options by funds: $2.55B | Put options by funds: $1.8B
22% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 144
3.82% more ownership
Funds ownership: 85.12% → 88.94% (+3.8%)
1% more funds holding
Funds holding: 1,329 → 1,339 (+10)
0% more capital invested
Capital invested by funds: $38.6B → $38.6B (+$32.1M)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$2.68B |
| 2 |
Bank of New York Mellon
New York
|
+$187M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$154M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$100M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$91.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$648M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$349M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$245M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$130M |
| 5 |
Holocene Advisors
New York
|
-$121M |
DAL Hedge Fund Activity: Q1 2026 in Review
1,339 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q1 2026, worth a combined $38.6B — up 0.08% from $38.6B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new DAL positions and 144 closed out — a net gain of 31 holders — while 570 added to existing stakes and 383 trimmed.
The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $2.68B. The largest seller was Wellington Management Group, cutting an estimated $648M.
- 1,339 institutional investors held Delta Air Lines (DAL) as of Q1 2026, up from 1,329 in Q4 2025.
- Funds reported $38.6B of Delta Air Lines stock for Q1 2026, up 0.08% quarter-over-quarter.
- 175 funds opened new Delta Air Lines positions in Q1 2026 and 144 closed out, a net change of +31 holders.
- The largest Delta Air Lines buyer in Q1 2026 was Berkshire Hathaway, an estimated $2.68B added.
- The largest Delta Air Lines seller in Q1 2026 was Wellington Management Group, an estimated $648M sold.
Based on aggregated 13F filings for Q1 2026.