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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
NWM
451
Navigation Wealth Management
Colorado
$233K
SIA
452
SGL Investment Advisors
Montana
$233K
TC
453
TownSquare Capital
Utah
$231K
CC
454
Cultivar Capital
Texas
$230K
DAS
455
Diversify Advisory Services
Utah
$229K
S
456
SignatureFD
Georgia
$229K
WC
457
Weil Company
California
$225K
AWE
458
Avidian Wealth Enterprises
Texas
$225K
AWA
459
A4 Wealth Advisors
North Carolina
$222K
CIM
460
CIM Investment Management
Pennsylvania
$222K
WWG
461
West Wealth Group
California
$221K
SIM
462
Studio Investment Management
Illinois
$221K
ALC
463
Alexander Labrunerie & Co
Missouri
$218K
MCM
464
Mendel Capital Management
Arkansas
$217K
GT
465
Greenleaf Trust
Michigan
$214K
SFS
466
Sowell Financial Services
Arkansas
$214K
CWM
467
Cornerstone Wealth Management
Missouri
$213K
ACA
468
Aptus Capital Advisors
Alabama
$212K
SCA
469
Stonebridge Capital Advisors
Minnesota
$209K
Mitsubishi UFJ Trust & Banking
470
Mitsubishi UFJ Trust & Banking
Japan
$209K
ACM
471
Academy Capital Management
Texas
$208K
RAM
472
Resona Asset Management
Japan
$207K
TCA
473
Transcend Capital Advisors
New Jersey
$206K
AWM
474
Arista Wealth Management
Nevada
$205K
NW
475
NewEdge Wealth
Pennsylvania
$204K