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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
PFM
426
Patton Fund Management
Texas
$265K
HGWM
427
Horst & Graben Wealth Management
Oregon
$264K
DA
428
Doliver Advisors
Texas
$262K
HCM
429
Horrell Capital Management
Arkansas
$259K
MCM
430
MAI Capital Management
Ohio
$258K
KAS
431
KPP Advisory Services
Kentucky
$257K
CSP
432
Cary Street Partners
Virginia
$257K
LFA
433
Lauterbach Financial Advisors
Texas
$256K
DAS
434
Dynamic Advisor Solutions
Arizona
$256K
CIA
435
Cladis Investment Advisory
Montana
$255K
CCM
436
Coldstream Capital Management
Washington
$255K
LFAS
437
Level Four Advisory Services
Texas
$255K
UB
438
UMB Bank
Missouri
$253K
IWC
439
Integrated Wealth Concepts
Massachusetts
$251K
WAG
440
Wallace Advisory Group
California
$250K
NCM
441
Narwhal Capital Management
Georgia
$249K
ZBNA
442
Zions Bancorporation, National Association
Utah
$248K
ASN
443
Advisory Services Network
Georgia
$248K
BF
444
BOK Financial
Oklahoma
$248K
Capstone Investment Advisors
445
Capstone Investment Advisors
New York
$247K
AIM
446
Acropolis Investment Management
Missouri
$241K
CFB
447
Cullen/Frost Bankers
Texas
$240K
BA
448
Bridgewater Advisors
New York
$238K
TWM
449
Triton Wealth Management
Arizona
$237K
ACM
450
Arcataur Capital Management
Wisconsin
$237K