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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
BWL
651
Bogart Wealth LLC
Virginia
$26.8K
AA
652
Ancora Advisors
Ohio
$26.8K
WAS
653
Winch Advisory Services
Wisconsin
$26.7K
LWM
654
Lodestone Wealth Management
Washington
$26.3K
AUB
655
Atlantic Union Bankshares
Virginia
$26.2K
NS
656
NBC Securities
Alabama
$26.1K
MTIC
657
Missouri Trust & Investment Company
Missouri
$24.4K
SWM
658
SHP Wealth Management
Massachusetts
$24.3K
CFD
659
Creative Financial Designs
Indiana
$24.2K
CSC
660
Caldwell Sutter Capital
California
$24K
FC
661
Fairscale Capital
New Hampshire
$23.6K
AIC
662
Archer Investment Corporation
Indiana
$23.4K
WT
663
Whittier Trust
California
$23.2K
CA
664
CoreCap Advisors
Michigan
$23.1K
CTB
665
Country Trust Bank
Illinois
$22.9K
PCFFS
666
Pacific Center for Financial Services
California
$22.8K
PAI
667
Pittenger & Anderson Inc
Nebraska
$22.7K
GIA
668
GHP Investment Advisors
Colorado
$22.5K
TCM
669
Triumph Capital Management
Colorado
$20.8K
KTC
670
Kentucky Trust Company
Kentucky
$20.7K
HWA
671
HHM Wealth Advisors
Tennessee
$20.3K
DMBA
672
Deseret Mutual Benefit Administrators
Utah
$20.3K
CFFP
673
Center for Financial Planning
Michigan
$20K
SFG
674
Strive Financial Group
Indiana
$20K
MFT
675
Moisand Fitzgerald Tamayo
Florida
$19.5K