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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
S
451
SignatureFD
Georgia
$229K
WC
452
Weil Company
California
$225K
AWE
453
Avidian Wealth Enterprises
Texas
$225K
AWA
454
A4 Wealth Advisors
North Carolina
$222K
CIM
455
CIM Investment Management
Pennsylvania
$222K
WWG
456
West Wealth Group
California
$221K
SIM
457
Studio Investment Management
Illinois
$221K
ALC
458
Alexander Labrunerie & Co
Missouri
$218K
MCM
459
Mendel Capital Management
Arkansas
$217K
GT
460
Greenleaf Trust
Michigan
$214K
SFS
461
Sowell Financial Services
Arkansas
$214K
CWM
462
Cornerstone Wealth Management
Missouri
$213K
ACA
463
Aptus Capital Advisors
Alabama
$212K
SCA
464
Stonebridge Capital Advisors
Minnesota
$209K
Mitsubishi UFJ Trust & Banking
465
Mitsubishi UFJ Trust & Banking
Japan
$209K
RAM
466
Resona Asset Management
Japan
$207K
TCA
467
Transcend Capital Advisors
New Jersey
$206K
AWM
468
Arista Wealth Management
Nevada
$205K
NW
469
NewEdge Wealth
Pennsylvania
$204K
ACA
470
Ackerman Capital Advisors
Texas
$204K
LIA
471
LBMC Investment Advisors
Tennessee
$202K
Bessemer Group
472
Bessemer Group
New Jersey
$200K
PA
473
Parallel Advisors
California
$193K
CTC
474
Central Trust Company
Missouri
$192K
CF
475
Centaurus Financial
California
$191K