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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
CM
526
Castleark Management
Illinois
$49.8K
KA
527
Kozak & Associates
Colorado
$49.3K
LAM
528
Lummis Asset Management
Texas
$47.9K
RIL
529
Rothschild Investment LLC
Illinois
$46.9K
SAM
530
Smartleaf Asset Management
Massachusetts
$46.6K
TPCW
531
TD Private Client Wealth
New York
$46.1K
VCM
532
Versant Capital Management
Arizona
$45.2K
FMP
533
Financial Management Professionals
Texas
$44.4K
RTC
534
Riverview Trust Company
Washington
$44.4K
BTC
535
Bank & Trust Company
Illinois
$44.3K
SIM
536
Sentry Investment Management
Wisconsin
$44K
KFP
537
Keener Financial Planning
Texas
$44K
GWS
538
Greykasell Wealth Strategies
California
$43.7K
MEG
539
Millstone Evans Group
Colorado
$41.8K
SC
540
Swan Capital
Florida
$41.5K
AAG
541
Armstrong Advisory Group
Massachusetts
$41.3K
TWC
542
TD Waterhouse Canada
Ontario, Canada
$41.1K
AW
543
Avion Wealth
Texas
$41K
RFP
544
Root Financial Partners
California
$37.5K
HIA
545
Harbor Investment Advisory
Maryland
$36.6K
DAM
546
Delta Asset Management
Tennessee
$36.1K
AFWM
547
Abich Financial Wealth Management
Virginia
$35.2K
JWA
548
JFS Wealth Advisors
Pennsylvania
$34.9K
ME
549
McIlrath & Eck
Washington
$34.5K
CFO
550
CVA Family Office
Colorado
$34.2K