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Southwest Airlines

745 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 241 increasing their positions, 267 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 785745 (-40)

18% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 97

28% less call options, than puts

Call options by funds: $457M | Put options by funds: $632M

Holders
745
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$457M
Puts
$632M
Net Calls
Net Calls Change

Top Sellers

1 -$275M
2 -$163M
3 -$90.9M
4
BlackRock
BlackRock
New York
-$83.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
326
Clifford Swan Investment Counsel
California
$509K
Janney Montgomery Scott
327
Janney Montgomery Scott
Pennsylvania
$502K
Mariner
328
Mariner
Kansas
$500K
Nomura Asset Management
329
Nomura Asset Management
Japan
$497K
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$497K
BPC
331
Bryce Point Capital
New York
$495K
PCM
332
Penserra Capital Management
California
$495K
SPIA
333
Steward Partners Investment Advisory
New York
$495K
SWM
334
Sendero Wealth Management
Texas
$492K
EGM
335
Engineers Gate Manager
New York
$491K
BIA
336
Beacon Investment Advisors
Maryland
$490K
PK
337
Pflug Koory
Nebraska
$487K
QC
338
Quadrature Capital
United Kingdom
$484K
GAM
339
Groupama Asset Management
France
$484K
CPA
340
Court Place Advisors
Maryland
$481K
SACTSONJ
341
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$479K
NSEDCP
342
NJ State Employees Deferred Compensation Plan
New Jersey
$479K
LP
343
LMR Partners
United Kingdom
$479K
DWM
344
Diversify Wealth Management
Utah
$470K
SWGC
345
Summit Wealth Group (Colorado)
Colorado
$468K
HWM
346
HB Wealth Management
Georgia
$461K
GI
347
GAMMA Investing
California
$456K
CPCM
348
Cardinal Point Capital Management
Ontario, Canada
$454K
MSA
349
MUFG Securities Americas
New York
$452K
Squarepoint
350
Squarepoint
New York
$447K