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Southwest Airlines

792 hedge funds and large institutions have $16.3B invested in Southwest Airlines in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 238 increasing their positions, 301 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $630M | Put options by funds: $661M

1.39% less ownership

Funds ownership: 89.37%87.98% (-1.4%)

3% less funds holding

Funds holding: 814792 (-22)

9% less capital invested

Capital invested by funds: $17.8B → $16.3B (-$1.52B)

13% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 128

21% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 301

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
792
Holders Change
-22
Holders Change %
-2.7%
% of All Funds
10.43%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
112
Increased
238
Reduced
301
Closed
128
Calls
$630M
Puts
$661M
Net Calls
-$31.1M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
326
Contravisory Investment Management
Massachusetts
$530K +$492K +16,336 New
BAM
327
Berkshire Asset Management
Pennsylvania
$529K -$1.51M -49,970 -75%
CF
328
Copperwynd Financial
Arizona
$529K
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$527K -$33.9K -1,126 -6%
CSIC
330
Clifford Swan Investment Counsel
California
$518K
CPA
331
Court Place Advisors
Maryland
$516K -$51.2K -1,700 -10%
A
332
AlphaQuest
New York
$510K +$155K +5,162 +49%
WWA
333
WCG Wealth Advisors
Nevada
$510K +$473K +15,712 New
Nomura Asset Management
334
Nomura Asset Management
Japan
$508K -$1.31M -43,568 -74%
PK
335
Pflug Koory
Nebraska
$504K
SWM
336
Sendero Wealth Management
Texas
$500K
BIA
337
Beacon Investment Advisors
Maryland
$500K -$2.2K -73 -0.5%
Capital Fund Management (CFM)
338
Capital Fund Management (CFM)
France
$495K +$460K +15,272 New
AGWCA
339
Annis Gardner Whiting Capital Advisors
Florida
$495K +$7.08K +235 +2%
MT
340
Midwest Trust
Kansas
$490K +$455K +15,104 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$490K -$11K -364 -2%
NSEDCP
342
NJ State Employees Deferred Compensation Plan
New Jersey
$487K
SACTSONJ
343
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$487K
LP
344
LMR Partners
United Kingdom
$486K +$452K +14,996 New
MEAC
345
M.E. Allison & Co
Texas
$484K +$40.4K +1,340 +10%
AWM
346
Act Wealth Management
Texas
$477K +$443K +14,715 New
AWM
347
Axxcess Wealth Management
California
$457K +$57.4K +1,907 +16%
KPWS
348
Kestra Private Wealth Services
Texas
$456K -$52K -1,727 -11%
SFA
349
Sequoia Financial Advisors
Ohio
$455K +$50.7K +1,682 +14%
DLA
350
Douglas Lane & Associates
New York
$452K -$169K -5,627 -29%

LUV Hedge Fund Activity: Q2 2025 in Review

792 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2025, worth a combined $16.3B — down 8.5% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of LUV and 112 opened new positions — a net loss of 16 holders — while 301 trimmed existing stakes and 238 added.

The largest buyer was Arrowstreet Capital, adding an estimated $293M. The largest seller was UBS Group, cutting an estimated $342M.

  • 792 institutional investors held Southwest Airlines (LUV) as of Q2 2025, down from 814 in Q1 2025.
  • Funds reported $16.3B of Southwest Airlines stock for Q2 2025, down 8.5% quarter-over-quarter.
  • 112 funds opened new Southwest Airlines positions in Q2 2025 and 128 closed out, a net change of -16 holders.
  • The largest Southwest Airlines buyer in Q2 2025 was Arrowstreet Capital, an estimated $293M added.
  • The largest Southwest Airlines seller in Q2 2025 was UBS Group, an estimated $342M sold.

Based on aggregated 13F filings for Q2 2025.