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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
SL
726
Salomon & Ludwin
Virginia
$2.55K
OWP
727
ORG Wealth Partners
Texas
$2.53K
BC
728
Barrett & Company
Rhode Island
$2.43K
NB
729
NBT Bank
New York
$2.27K
PWMG
730
Prestige Wealth Management Group
New Jersey
$2.22K
IRC
731
Investors Research Corp
Georgia
$2.21K -$151 -5 -7%
BIA
732
Bell Investment Advisors
California
$2.01K +$602 +20 +48%
OAJ
733
Ogorek Anthony Joseph
New York
$2K
TFGT
734
TS Financial Group (TSFG)
Illinois
$2K
RF
735
Robinswood Financial
Washington
$1.64K
TFA
736
Toth Financial Advisory
Virginia
$1.62K
SIC
737
SJS Investment Consulting
Ohio
$1.56K -$241 -8 -14%
NRG
738
Nemes Rush Group
Michigan
$1.43K +$1.32K +44 New
VWA
739
Valued Wealth Advisors
Utah
$1.38K -$1.48K -49 -54%
RWM
740
Rialto Wealth Management
New York
$1.36K +$723 +24 +133%
TIM
741
Tortoise Investment Management
New York
$1.3K +$1.21K +40 New
TFA
742
Transamerica Financial Advisors
Florida
$1.28K
NL
743
NVWM LLC
Pennsylvania
$1.26K
FS
744
Financially Speaking
Colorado
$1.23K
CIAS
745
CBIZ Investment Advisory Services
Ohio
$1.21K +$602 +20 +118%
OP
746
ORG Partners
Indiana
$1.17K +$422 +14 +67%
CFS
747
CGC Financial Services
Oregon
$1.1K
CWP
748
Concord Wealth Partners
Virginia
$1.01K
PCM
749
Penserra Capital Management
California
$1K -$511K -16,961 -100%
WTFG
750
Wood Tarver Financial Group
Idaho
$1K

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.