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Southwest Airlines

759 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 247 increasing their positions, 271 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 788759 (-29)

17% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 98

28% less call options, than puts

Call options by funds: $457M | Put options by funds: $632M

Holders
759
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$457M
Puts
$632M
Net Calls
Net Calls Change

Top Sellers

1 -$275M
2 -$167M
3 -$93.2M
4
BlackRock
BlackRock
New York
-$86M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
701
CBIZ Investment Advisory Services
Ohio
$1.72K
RWM
702
Rialto Wealth Management
New York
$1.69K
TFA
703
Toth Financial Advisory
Virginia
$1.6K
SIC
704
SJS Investment Consulting
Ohio
$1.53K
KG
705
Kilter Group
New York
$1.44K
NRG
706
Nemes Rush Group
Michigan
$1.42K
VWA
707
Valued Wealth Advisors
Utah
$1.36K
MAM
708
Marquette Asset Management
Minnesota
$1.34K
TCB
709
Texas Capital Bancshares
Texas
$1.28K
NL
710
NVWM LLC
Pennsylvania
$1.24K
FS
711
Financially Speaking
Colorado
$1.21K
BHWM
712
Bay Harbor Wealth Management
Maryland
$1.18K
CFS
713
CGC Financial Services
Oregon
$1.08K
WSFS
714
Wilmington Savings Fund Society
Delaware
$1.05K
HB
715
Horizon Bancorp
Indiana
$1K
CWP
716
Concord Wealth Partners
Virginia
$989
TCA
717
Trifecta Capital Advisors
Illinois
$926
TIM
718
Tortoise Investment Management
New York
$893
HIA
719
HFM Investment Advisors
New Jersey
$893
EFMH
720
E Fund Management (HK)
Hong Kong
$862
AT
721
Avalon Trust
New Mexico
$830
JWM
722
JPL Wealth Management
Colorado
$830
GA
723
Guerra Advisors
Florida
$809
WWA
724
Wealth Watch Advisors
Colorado
$798
TFM
725
TFC Financial Management
Massachusetts
$734