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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
MT
376
Midwest Trust
Kansas
$596K
NMIMC
377
Northwestern Mutual Investment Management Company
Wisconsin
$591K
HWM
378
HB Wealth Management
Georgia
$586K
IGAM
379
iA Global Asset Management
Quebec, Canada
$579K
SWM
380
Sendero Wealth Management
Texas
$578K
GS
381
GTS Securities
New York
$577K
HH
382
Hilltop Holdings
Texas
$571K
PK
383
Pflug Koory
Nebraska
$567K
PAG
384
Private Advisor Group
New Jersey
$567K
BIA
385
Beacon Investment Advisors
Maryland
$567K
SMDAM
386
Sumitomo Mitsui DS Asset Management
Japan
$566K
ERSOT
387
Employees Retirement System of Texas
Texas
$561K
CFM
388
Catalyst Funds Management
Australia
$561K
SIP
389
Stoneridge Investment Partners
Pennsylvania
$557K
LNWTC
390
Laird Norton Wetherby Trust Company
Washington
$552K
DWM
391
Diversify Wealth Management
Utah
$551K
IFG
392
Independent Financial Group
California
$547K
Baird Financial Group
393
Baird Financial Group
Wisconsin
$538K
EH
394
Equitable Holdings
New York
$528K
SPIA
395
Steward Partners Investment Advisory
New York
$526K
UCFA
396
United Capital Financial Advisors
Texas
$523K
GSEP
397
Golden State Equity Partners
California
$519K
MSA
398
MUFG Securities Americas
New York
$511K
Wellington Management Group
399
Wellington Management Group
Massachusetts
$511K
SI
400
Stephens Inc
Arkansas
$509K