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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
PFBT
501
Parkside Financial Bank & Trust
Missouri
$90.9K
OC
502
Oakworth Capital
Alabama
$90.5K
SWM
503
Spire Wealth Management
Virginia
$83.2K
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$79.6K
BBHC
505
Brown Brothers Harriman & Co
New York
$75.6K
SS
506
SBI Securities
Japan
$74K
QT
507
Quantbot Technologies
New York
$72K
Acadian Asset Management
508
Acadian Asset Management
Massachusetts
$70K
AUB
509
Atlantic Union Bankshares
Virginia
$69.1K
BCWM
510
Bartlett & Co Wealth Management
Ohio
$69K
BTI
511
Blue Trust Inc
Georgia
$67.9K
NSIM
512
North Star Investment Management
Illinois
$67K
CH
513
Cromwell Holdings
Wyoming
$65.4K
WBC
514
Westpac Banking Corp
Australia
$64.3K
TIM
515
Thompson Investment Management
Wisconsin
$63.8K
NECFA
516
New England Capital Financial Advisors
Connecticut
$61.5K
GSWM
517
Golden State Wealth Management
California
$61.2K
FNWA
518
Financial Network Wealth Advisors
Utah
$52.2K
OL
519
OneFund LLC
Florida
$51.4K
CM
520
Castleark Management
Illinois
$49.8K
KA
521
Kozak & Associates
Colorado
$49.3K
LAM
522
Lummis Asset Management
Texas
$47.9K
RIL
523
Rothschild Investment LLC
Illinois
$46.9K
SAM
524
Smartleaf Asset Management
Massachusetts
$46.6K
TPCW
525
TD Private Client Wealth
New York
$46.1K