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Southwest Airlines
LUV

Overview Fund Activity

799 hedge funds and large institutions have $17.7B invested in Southwest Airlines in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 254 increasing their positions, 290 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-22
Holders Change %
-2.68%
% of All Funds
10.85%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
103
Increased
254
Reduced
290
Closed
108
Calls
$452M
Puts
$605M
Net Calls
-$153M
Net Calls Change
+$17M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$510M
2
PCM
PAR Capital Management
Massachusetts
+$141M
3
Morgan Stanley
Morgan Stanley
New York
+$112M
4
Citadel Advisors
Citadel Advisors
Florida
+$110M
5
IP
Interval Partners
New York
+$103M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.65B
2
EIM
Elliott Investment Management
Florida
-$191M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$111M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$94.4M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
676
IFS Advisors
Kansas
$9.94K – – –
AWM
677
Activest Wealth Management
Florida
$9.64K +$9.5K +283 +7,075%
WAS
678
Winch Advisory Services
Wisconsin
$9.49K -$7.04K -210 -43%
NEWAS
679
N.E.W. Advisory Services
Wisconsin
$9.2K +$9.2K +274 New
BBPWM
680
Blue Bell Private Wealth Management
Pennsylvania
$8.97K +$4.27K +127 +91%
SC
681
SouthState Corp
Florida
$8.93K +$8.93K +266 New
CTWM
682
Cherry Tree Wealth Management
Minnesota
$8.9K – – –
HWM
683
HighMark Wealth Management
Minnesota
$8.85K +$34 +1 +0.4%
RVM
684
Robinson Value Management
Texas
$8.83K – – –
BCM
685
Blume Capital Management
California
$8.66K – – –
GBT
686
Grove Bank & Trust
Florida
$8.53K – – –
PP
687
PFS Partners
New Jersey
$8.4K – – –
ITIM
688
Indiana Trust & Investment Management
Indiana
$8.4K – – –
LFA
689
LGT Financial Advisors
Texas
$7.72K +$34 +1 +0.4%
LWMI
690
Legacy Wealth Management (Idaho)
Idaho
$7.36K – – –
TSMHT
691
Thurston Springer Miller Herd & Titak
Indiana
$7.32K – – –
WT
692
Whittier Trust
California
$7.32K +$7.32K +218 New
DWM
693
Dogwood Wealth Management
Kansas
$7.23K – – –
RPA
694
Redwood Park Advisors
California
$7.22K +$3.86K +115 +115%
KFI
695
Key Financial Inc
Pennsylvania
$7.09K – – –
ST
696
Smithfield Trust
Pennsylvania
$7K – – –
NC
697
NewSquare Capital
Pennsylvania
$6.99K +$5.78K +172 +478%
TWD
698
True Wealth Design
Ohio
$6.92K +$2.35K +70 +51%
AWM
699
Accredited Wealth Management
Kentucky
$6.86K -$10.2K -303 -60%
WA
700
WPG Advisers
Maryland
$6.85K +$6.85K +204 New
26 27
28
29 30