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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
HIC
701
Hamrick Investment Counsel
Washington
$13.9K
SWP
702
Strategic Wealth Partners
Ohio
$13.2K
RTC
703
Riverview Trust Company
Washington
$13.1K
POIA
704
Pin Oak Investment Advisors
Texas
$13K
ADL
705
Asset Dedication LLC
California
$12.7K
MCM
706
Manchester Capital Management
Vermont
$12.7K
TPWA
707
Twin Peaks Wealth Advisors
California
$12.2K
S
708
Sachetta
Massachusetts
$11.8K
FLP
709
Financial Life Planners
Arizona
$11.7K
DF
710
DecisionPoint Financial
Arizona
$11.5K
OA
711
Operose Advisors
Wisconsin
$11.5K
TC
712
Trust Company
Kansas
$11.3K
SMBT
713
Southern Michigan Bank & Trust
Michigan
$11.3K
CAM
714
Costello Asset Management
Pennsylvania
$11.2K
IA
715
IFS Advisors
Kansas
$11.1K
MWA
716
Medallion Wealth Advisors
Connecticut
$10.9K
DWA
717
Delos Wealth Advisors
Texas
$10.2K
HWM
718
HighMark Wealth Management
Minnesota
$10.1K
CT
719
Clearstead Trust
Maine
$9.99K
CTWM
720
Cherry Tree Wealth Management
Minnesota
$9.96K
BCM
721
Blume Capital Management
California
$9.69K
TFA
722
Transamerica Financial Advisors
Florida
$9.66K
ITIM
723
Indiana Trust & Investment Management
Indiana
$9.39K
MIM
724
MTM Investment Management
South Carolina
$8.83K
PWA
725
Physician Wealth Advisors
Utah
$8.72K