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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
C
601
Covestor
United Kingdom
$11K
ADL
602
Asset Dedication LLC
California
$10.8K
FLP
603
Financial Life Planners
Arizona
$9.91K
DF
604
DecisionPoint Financial
Arizona
$9.88K
RIM
605
Rakuten Investment Management
Japan
$9.78K
TC
606
Trust Company
Kansas
$9.57K
CAM
607
Costello Asset Management
Pennsylvania
$9.54K
IA
608
IFS Advisors
Kansas
$9.45K
DWA
609
Delos Wealth Advisors
Texas
$9.32K
CT
610
Clearstead Trust
Maine
$8.68K
HWM
611
HighMark Wealth Management
Minnesota
$8.55K
CTWM
612
Cherry Tree Wealth Management
Minnesota
$8.46K
CA
613
CoreCap Advisors
Michigan
$8.42K
BCM
614
Blume Capital Management
California
$8.23K
NEWAS
615
N.E.W. Advisory Services
Wisconsin
$8.07K
RF
616
Rossby Financial
Florida
$8.07K
ITIM
617
Indiana Trust & Investment Management
Indiana
$7.98K
SWP
618
Strategic Wealth Partners
Ohio
$7.98K
PP
619
PFS Partners
New Jersey
$7.98K
MIM
620
MTM Investment Management
South Carolina
$7.5K
LFA
621
LGT Financial Advisors
Texas
$7.41K
M
622
MOTCO
Texas
$7.34K
WA
623
WPG Advisers
Maryland
$7.21K
HHGA
624
Halbert Hargrove Global Advisors
California
$6.95K
RS
625
Rakuten Securities
Japan
$6.92K