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Southwest Airlines

863 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2026 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 282 increasing their positions, 280 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5.1% less ownership

Funds ownership: 93.73%88.63% (-5.1%)

18% less capital invested

Capital invested by funds: $20B → $16.4B (-$3.69B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
863
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$681M
Puts
$405M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
551
Pinnacle Wealth Planning Services
Ohio
$223K
ZBNA
552
Zions Bancorporation, National Association
Utah
$217K
SOS
553
Silver Oak Securities
Tennessee
$214K
BAM
554
Berkshire Asset Management
Pennsylvania
$212K
Fisher Asset Management
555
Fisher Asset Management
Washington
$212K
BF
556
BOK Financial
Oklahoma
$210K
CG
557
Clarus Group
Texas
$208K
VWA
558
Visionary Wealth Advisors
Illinois
$208K
TC
559
TownSquare Capital
Utah
$207K
MFG
560
Midwest Financial Group
Kansas
$204K
BRPW
561
Ballast Rock Private Wealth
South Carolina
$204K
IIA
562
Integral Investment Advisors
California
$203K
EA
563
Everpar Advisors
Oklahoma
$202K
SIS
564
Strategic Investment Solutions
Illinois
$201K
EWA
565
EverSource Wealth Advisors
Alabama
$193K
VIA
566
Vanguard Investments Australia
Australia
$190K
RIL
567
Rothschild Investment LLC
Illinois
$178K
AG
568
AmeriFlex Group
Nevada
$173K
BCPWM
569
Bradley & Co Private Wealth Management
Florida
$170K
AIP
570
Ameritas Investment Partners
Nebraska
$166K
TCIIS
571
TIAA-CREF Individual & Institutional Services
New York
$156K
MG
572
Mather Group
Illinois
$152K
QCG
573
Quadrant Capital Group
Ohio
$147K
SIS
574
Sound Income Strategies
Florida
$146K
NICM
575
Neo Ivy Capital Management
New York
$146K