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Southwest Airlines
LUV

Overview Fund Activity

821 hedge funds and large institutions have $18.5B invested in Southwest Airlines in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 281 reducing their positions, and 90 closing their positions.

Holders
821
Holders Change
+37
Holders Change %
+4.72%
% of All Funds
10.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
237
Reduced
281
Closed
90
Calls
$371M
Puts
$541M
Net Calls
-$170M
Net Calls Change
-$82.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$218M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$220M
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$95.5M
5
SSM
5
Sound Shore Management
Connecticut
$85.3M

Top Sellers

1
PTC
1
Provident Trust Company
Wisconsin
$0
2
Nomura Holdings
2
Nomura Holdings
Japan
$26.3M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$305K
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$223M
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
726
CGC Financial Services
Oregon
$5.35K 159 – –
TCM
727
Tradewinds Capital Management
Washington
$5.11K 152 – –
CSPIA
728
Cary Street Partners Investment Advisory
Virginia
$5.04K 150 -7,074 -98%
SO
729
Sierra Ocean
California
$5.03K 149 +149 New
GJIA
730
Glass Jacobson Investment Advisors
Maryland
$5.01K 149 – –
POIA
731
Pin Oak Investment Advisors
Texas
$5K 168 – –
BBPWM
732
Blue Bell Private Wealth Management
Pennsylvania
$4.71K 140 – –
CWM
733
Consultiva Wealth Management
Puerto Rico
$4.71K 140 +140 New
FA
734
Financial Avengers
California
$4.66K 139 – –
SR
735
Syntax Research
Florida
$4.64K 138 – –
TWD
736
True Wealth Design
Ohio
$4.57K 136 +5 +4%
GEA
737
Glen Eagle Advisors
New Jersey
$4.45K 132 – –
MAS
738
MPWM Advisory Solutions
Georgia
$4.41K 131 +131 New
SNB
739
Security National Bank
Nebraska
$4.07K 121 – –
LWA
740
Lowe Wealth Advisors
Maryland
$4.03K 120 – –
AWM
741
Avondale Wealth Management
Texas
$4.03K 120 – –
HB
742
Horizon Bancorp
Indiana
$4K 110 – –
AWM
743
Abound Wealth Management
Tennessee
$3.9K 116 +22 +23%
MSWM
744
Mowery & Schoenfeld Wealth Management
Illinois
$3.9K 116 +116 New
HHGA
745
Halbert Hargrove Global Advisors
California
$3.76K 112 +112 New
CFP
746
Comprehensive Financial Planning
Pennsylvania
$3.72K 111 +111 New
CCM
747
Chilton Capital Management
Texas
$3.46K 103 -897 -90%
HWP
748
Highline Wealth Partners
California
$3.43K 102 – –
GTAM
749
Global Trust Asset Management
Florida
$3.36K 100 – –
FCMT
750
Founders Capital Management (Texas)
Texas
$3.36K 100 – –
28 29
30
31 32