We are live on ! Find out more
LUV icon

Southwest Airlines

792 hedge funds and large institutions have $16.3B invested in Southwest Airlines in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 238 increasing their positions, 301 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $630M | Put options by funds: $661M

1.39% less ownership

Funds ownership: 89.37%87.98% (-1.4%)

3% less funds holding

Funds holding: 814792 (-22)

9% less capital invested

Capital invested by funds: $17.8B → $16.3B (-$1.52B)

13% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 128

21% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 301

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
792
Holders Change
-22
Holders Change %
-2.7%
% of All Funds
10.43%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
112
Increased
238
Reduced
301
Closed
128
Calls
$630M
Puts
$661M
Net Calls
-$31.1M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$26K -$1.75K -58 -7%
HCM
602
Hollencrest Capital Management
California
$25.9K +$30 +1 +0.1%
BCMLT
603
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.2K -$7.35K -244 -24%
MYIA
604
Mount Yale Investment Advisors
Colorado
$24.8K +$23K +764 New
CA
605
Clearstead Advisors
Ohio
$24.2K +$6.29K +209 +39%
PMFA
606
Plante Moran Financial Advisors
Michigan
$24K
GK
607
Graney & King
New York
$23.4K
MA
608
MCF Advisors
Kentucky
$23.2K
ACA
609
Atlas Capital Advisors
Wyoming
$22K
MTIC
610
Missouri Trust & Investment Company
Missouri
$21.7K +$20.2K +669 New
NC
611
North Capital
Utah
$21.7K
GA
612
GoalVest Advisory
New York
$21.3K -$151 -5 -0.8%
HWM
613
Hemington Wealth Management
Virginia
$21K +$3.4K +113 +21%
CSC
614
Caldwell Sutter Capital
California
$20.8K
CWM
615
CarsonAllaria Wealth Management
Illinois
$20.4K
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$20.1K +$18.6K +618 New
AIC
617
Archer Investment Corporation
Indiana
$19.9K +$120 +4 +0.7%
CB
618
CNB Bank
Pennsylvania
$19.9K +$18.4K +612 +61,200%
CTB
619
Country Trust Bank
Illinois
$19.8K +$18.4K +610 New
PCFFS
620
Pacific Center for Financial Services
California
$19.7K
AEPWM
621
Atlantic Edge Private Wealth Management
Florida
$19.5K +$1.51K +50 +9%
WAS
622
Winch Advisory Services
Wisconsin
$19.4K +$9.52K +316 +112%
FC
623
Fairscale Capital
New Hampshire
$19.3K
CBT
624
Crews Bank & Trust
Florida
$18.7K +$2.26K +75 +15%
KTC
625
Kentucky Trust Company
Kentucky
$18K -$2.26K -75 -12%

LUV Hedge Fund Activity: Q2 2025 in Review

792 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2025, worth a combined $16.3B — down 8.5% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of LUV and 112 opened new positions — a net loss of 16 holders — while 301 trimmed existing stakes and 238 added.

The largest buyer was Arrowstreet Capital, adding an estimated $293M. The largest seller was UBS Group, cutting an estimated $342M.

  • 792 institutional investors held Southwest Airlines (LUV) as of Q2 2025, down from 814 in Q1 2025.
  • Funds reported $16.3B of Southwest Airlines stock for Q2 2025, down 8.5% quarter-over-quarter.
  • 112 funds opened new Southwest Airlines positions in Q2 2025 and 128 closed out, a net change of -16 holders.
  • The largest Southwest Airlines buyer in Q2 2025 was Arrowstreet Capital, an estimated $293M added.
  • The largest Southwest Airlines seller in Q2 2025 was UBS Group, an estimated $342M sold.

Based on aggregated 13F filings for Q2 2025.