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Southwest Airlines

863 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2026 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 282 increasing their positions, 280 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5.1% less ownership

Funds ownership: 93.73%88.63% (-5.1%)

18% less capital invested

Capital invested by funds: $20B → $16.4B (-$3.69B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
863
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$681M
Puts
$405M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
301
California State Teachers Retirement System (CalSTRS)
California
$949K
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$939K
NMERB
303
New Mexico Educational Retirement Board
New Mexico
$921K
MOS
304
MGO One Seven
Ohio
$919K
URS
305
Utah Retirement Systems
Utah
$918K
TIM
306
Total Investment Management
Arizona
$916K
ECM
307
Everence Capital Management
Indiana
$911K
MWC
308
MBM Wealth Consultants
Missouri
$909K
PWG
309
Portside Wealth Group
Utah
$905K
CI Investments Inc
310
CI Investments Inc
Ontario, Canada
$903K
USCWA
311
U.S. Capital Wealth Advisors
Texas
$899K
CPCM
312
Cardinal Point Capital Management
Ontario, Canada
$892K
EI
313
Ethic Inc
New York
$889K
FRM
314
Fox Run Management
Connecticut
$874K
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$873K
SC
316
Savant Capital
Illinois
$863K
HFS
317
Howard Financial Services
Texas
$861K
IA
318
Icon Advisers
Colorado
$842K
CFG
319
Cooper Financial Group
California
$832K
CIAM
320
Caitong International Asset Management
Hong Kong
$810K
NG
321
Norden Group
Utah
$806K
FCAS
322
First Command Advisory Services
Texas
$804K
BFA
323
Brown Financial Advisors
Ohio
$797K
RA
324
RFG Advisory
Alabama
$795K
Pictet Asset Management
325
Pictet Asset Management
Switzerland
$793K