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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
KAS
426
KPP Advisory Services
Kentucky
$257K
CSP
427
Cary Street Partners
Virginia
$257K
LFA
428
Lauterbach Financial Advisors
Texas
$256K
DAS
429
Dynamic Advisor Solutions
Arizona
$256K
CIA
430
Cladis Investment Advisory
Montana
$255K
CCM
431
Coldstream Capital Management
Washington
$255K
LFAS
432
Level Four Advisory Services
Texas
$255K
UB
433
UMB Bank
Missouri
$253K
IWC
434
Integrated Wealth Concepts
Massachusetts
$251K
WAG
435
Wallace Advisory Group
California
$250K
NCM
436
Narwhal Capital Management
Georgia
$249K
ZBNA
437
Zions Bancorporation, National Association
Utah
$248K
ASN
438
Advisory Services Network
Georgia
$248K
BF
439
BOK Financial
Oklahoma
$248K
Capstone Investment Advisors
440
Capstone Investment Advisors
New York
$247K
AIM
441
Acropolis Investment Management
Missouri
$241K
CFB
442
Cullen/Frost Bankers
Texas
$240K
BA
443
Bridgewater Advisors
New York
$238K
TWM
444
Triton Wealth Management
Arizona
$237K
ACM
445
Arcataur Capital Management
Wisconsin
$237K
NWM
446
Navigation Wealth Management
Colorado
$233K
SIA
447
SGL Investment Advisors
Montana
$233K
TC
448
TownSquare Capital
Utah
$231K
CC
449
Cultivar Capital
Texas
$230K
DAS
450
Diversify Advisory Services
Utah
$229K