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
SC
701
SouthState Corp
Florida
$4.02K -$4.28K -142 -53%
SNB
702
Security National Bank
Nebraska
$3.92K
AWM
703
Avondale Wealth Management
Texas
$3.89K
LWA
704
Lowe Wealth Advisors
Maryland
$3.89K
FFO
705
Fortitude Family Office
Arizona
$3.89K +$3.62K +120 New
BGAI
706
Bruce G. Allen Investments
Colorado
$3.73K -$2.53K -84 -42%
HHGA
707
Halbert Hargrove Global Advisors
California
$3.63K -$783 -26 -19%
CFP
708
Comprehensive Financial Planning
Pennsylvania
$3.63K +$30 +1 +0.9%
SC
709
Stephens Consulting
Michigan
$3.57K +$874 +29 +36%
GC
710
GFG Capital
Florida
$3.57K +$3.31K +110 New
NFSG
711
Newbridge Financial Services Group
Florida
$3.41K +$2.41K +80 +320%
HWP
712
Highline Wealth Partners
California
$3.31K
QWM
713
Quaker Wealth Management
New Jersey
$3.31K +$3.07K +102 New
TC
714
Truvestments Capital
Florida
$3.28K
TCM
715
TD Capital Management
Tennessee
$3.24K -$1.26K -42 -30%
FCMT
716
Founders Capital Management (Texas)
Texas
$3.24K
GWSA
717
Global Wealth Strategies & Associates
Colorado
$3.24K
SWIM
718
Smallwood Wealth Investment Management
New Jersey
$3.24K
WT
719
Whittier Trust
California
$3.24K -$3.55K -118 -54%
PB
720
Pinnacle Bancorp
Nebraska
$3.11K
BFP
721
Briaud Financial Planning
Texas
$3K
HBW
722
Hazlett, Burt & Watson
West Virginia
$3K
CAM
723
Chesapeake Asset Management
New York
$2.92K -$151 -5 -5%
NC
724
NewSquare Capital
Pennsylvania
$2.63K -$3.83K -127 -61%
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$2.63K +$361 +12 +17%

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.