Amazon Remains Delta Global Management's 3rd Largest Holding

Institutional investor decreased stake in e-commerce giant by 8.1% in Q3

Mar. 17, 2026 at 9:54am

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Delta Global Management LP, an institutional investor, decreased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 8.1% during the third quarter of 2025. Despite the reduction, Amazon.com remains Delta Global Management's third-largest position, comprising approximately 3.7% of the firm's total holdings valued at $50.7 million as of its most recent SEC filing.

Why it matters

Amazon's stock performance and institutional ownership are closely watched indicators of the company's overall health and market position. Delta Global Management's decision to trim its Amazon stake, while still maintaining it as a top holding, provides insight into how some major investors are viewing the e-commerce giant's prospects.

The details

According to the SEC filing, Delta Global Management sold 20,419 Amazon shares during the third quarter, reducing its total position to 230,835 shares. The firm cited unspecified reasons for the 8.1% decrease in its Amazon holdings. Several other major institutional investors and hedge funds also made changes to their Amazon positions during the quarter, with some increasing and others decreasing their stakes.

  • Delta Global Management filed its Q3 2025 SEC disclosure in mid-March 2026.

The players

Delta Global Management LP

An institutional investment firm that owns a sizable stake in Amazon.com, Inc.

Amazon.com, Inc.

The e-commerce giant and technology conglomerate based in Seattle, Washington.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

The takeaway

Amazon's position as a top holding for major institutional investors like Delta Global Management underscores the company's continued dominance in the e-commerce and technology sectors, despite some recent stock price volatility. The changes in ownership among large funds provide insights into how the investment community views Amazon's long-term growth prospects.