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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
AG
401
AmeriFlex Group
Nevada
$295K
TIAA Trust, National Association
402
TIAA Trust, National Association
North Carolina
$295K
TFS
403
Thoroughbred Financial Services
Tennessee
$291K
WS
404
Wedbush Securities
California
$291K
LF
405
Lee Financial
Texas
$290K
RBFC
406
Roman Butler Fullerton & Co
Missouri
$290K
HAG
407
HighPoint Advisor Group
Illinois
$290K
HIP
408
HUB Investment Partners
Texas
$288K
KWM
409
Kingsview Wealth Management
Oregon
$287K
SWP
410
Stratos Wealth Partners
Ohio
$287K
UCFA
411
United Capital Financial Advisors
Texas
$284K
OWA
412
Opal Wealth Advisors
New York
$284K
DADC
413
D.A. Davidson & Co
Montana
$284K
CCM
414
Chiron Capital Management
Florida
$281K
Focus Partners Wealth
415
Focus Partners Wealth
Massachusetts
$280K
JWCA
416
J.W. Cole Advisors
Florida
$274K
LFG
417
Larson Financial Group
Missouri
$273K
HI
418
Harbour Investments
Wisconsin
$270K
SC
419
Scotia Capital
Ontario, Canada
$269K
SC
420
Syon Capital
California
$268K
AC
421
Avestar Capital
New York
$266K
PFM
422
Patton Fund Management
Texas
$265K
HGWM
423
Horst & Graben Wealth Management
Oregon
$264K
DA
424
Doliver Advisors
Texas
$262K
HCM
425
Horrell Capital Management
Arkansas
$259K