Delta Air Lines
1,520 hedge funds and large institutions have $54.3B invested in Delta Air Lines in 2026 Q2 according to their latest regulatory filings, with 306 funds opening new positions, 514 increasing their positions, 492 reducing their positions, and 112 closing their positions.
173% more first-time investments, than exits
New positions opened: 306 | Existing positions closed: 112
41% more capital invested
Capital invested by funds: $38.6B → $54.3B (+$15.7B)
13% more funds holding
Funds holding: 1,342 → 1,520 (+178)
4% more repeat investments, than reductions
Existing positions increased: 514 | Existing positions reduced: 492
0.69% less ownership
Funds ownership: 88.94% → 88.25% (-0.69%)
9% less call options, than puts
Call options by funds: $1.64B | Put options by funds: $1.8B
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$1.32B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$429M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$132M |
| 4 |
CHP
Castle Hook Partners
New York
|
+$94.6M |
| 5 |
Goldman Sachs
New York
|
+$92.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$218M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$165M |
| 3 |
Morgan Stanley
New York
|
-$127M |
| 4 |
Newport Trust Company
Washington,
District of Columbia
|
-$125M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$109M |
DAL Hedge Fund Activity: Q2 2026 in Review
1,520 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q2 2026, worth a combined $54.3B — up 41% from $38.6B a quarter earlier.
Buyers outnumbered sellers: 306 funds opened new DAL positions and 112 closed out — a net gain of 194 holders — while 514 added to existing stakes and 492 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $1.32B. The largest seller was Ameriprise, cutting an estimated $218M.
- 1,520 institutional investors held Delta Air Lines (DAL) as of Q2 2026, up from 1,342 in Q1 2026.
- Funds reported $54.3B of Delta Air Lines stock for Q2 2026, up 41% quarter-over-quarter.
- 306 funds opened new Delta Air Lines positions in Q2 2026 and 112 closed out, a net change of +194 holders.
- The largest Delta Air Lines buyer in Q2 2026 was Berkshire Hathaway, an estimated $1.32B added.
- The largest Delta Air Lines seller in Q2 2026 was Ameriprise, an estimated $218M sold.
Based on aggregated 13F filings for Q2 2026.