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Southwest Airlines

753 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, 243 increasing their positions, 271 reducing their positions, and 99 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 funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 271

19% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 99

28% less call options, than puts

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

Holders
753
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
AGWCA
326
Annis Gardner Whiting Capital Advisors
Florida
$517K
MT
327
Midwest Trust
Kansas
$517K
BAM
328
Berkshire Asset Management
Pennsylvania
$515K
CSIC
329
Clifford Swan Investment Counsel
California
$509K
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$502K
Mariner
331
Mariner
Kansas
$500K
Nomura Asset Management
332
Nomura Asset Management
Japan
$497K
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$497K
BPC
334
Bryce Point Capital
New York
$495K
PCM
335
Penserra Capital Management
California
$495K
SPIA
336
Steward Partners Investment Advisory
New York
$495K
SWM
337
Sendero Wealth Management
Texas
$492K
EGM
338
Engineers Gate Manager
New York
$491K
BIA
339
Beacon Investment Advisors
Maryland
$490K
PK
340
Pflug Koory
Nebraska
$487K
QC
341
Quadrature Capital
United Kingdom
$484K
GAM
342
Groupama Asset Management
France
$484K
CPA
343
Court Place Advisors
Maryland
$481K
SACTSONJ
344
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$479K
NSEDCP
345
NJ State Employees Deferred Compensation Plan
New Jersey
$479K
LP
346
LMR Partners
United Kingdom
$479K
DWM
347
Diversify Wealth Management
Utah
$470K
SWGC
348
Summit Wealth Group (Colorado)
Colorado
$468K
HWM
349
HB Wealth Management
Georgia
$461K
GI
350
GAMMA Investing
California
$456K