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Southwest Airlines

744 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2025 Q3 according to their latest regulatory filings, with 79 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: 785744 (-41)

19% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 97

28% less call options, than puts

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

Holders
744
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
TIAA Trust, National Association
401
TIAA Trust, National Association
North Carolina
$295K
TFS
402
Thoroughbred Financial Services
Tennessee
$291K
WS
403
Wedbush Securities
California
$291K
LF
404
Lee Financial
Texas
$290K
RBFC
405
Roman Butler Fullerton & Co
Missouri
$290K
HAG
406
HighPoint Advisor Group
Illinois
$290K
HIP
407
HUB Investment Partners
Texas
$288K
KWM
408
Kingsview Wealth Management
Oregon
$287K
SWP
409
Stratos Wealth Partners
Ohio
$287K
UCFA
410
United Capital Financial Advisors
Texas
$284K
OWA
411
Opal Wealth Advisors
New York
$284K
DADC
412
D.A. Davidson & Co
Montana
$284K
CCM
413
Chiron Capital Management
Florida
$281K
Focus Partners Wealth
414
Focus Partners Wealth
Massachusetts
$280K
JWCA
415
J.W. Cole Advisors
Florida
$274K
LFG
416
Larson Financial Group
Missouri
$273K
HI
417
Harbour Investments
Wisconsin
$270K
SC
418
Scotia Capital
Ontario, Canada
$269K
SC
419
Syon Capital
California
$268K
AC
420
Avestar Capital
New York
$266K
PFM
421
Patton Fund Management
Texas
$265K
HGWM
422
Horst & Graben Wealth Management
Oregon
$264K
DA
423
Doliver Advisors
Texas
$262K
HCM
424
Horrell Capital Management
Arkansas
$259K
MCM
425
MAI Capital Management
Ohio
$258K