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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
PWA
726
Principia Wealth Advisory
Texas
$734
PWAM
727
Private Wealth Asset Management
Iowa
$702
SRCM
728
Signature Resources Capital Management
California
$702
MCA
729
Midwest Capital Advisors
Michigan
$674
BLC
730
Brown, Lisle/Cummings
Rhode Island
$638
B
731
Birchbrook
Maine
$607
CAC
732
Core Alternative Capital
Georgia
$574
PG
733
Proffitt & Goodson
Tennessee
$543
BMC
734
Bear Mountain Capital
Washington
$520
Kayne Anderson Rudnick Investment Management
735
Kayne Anderson Rudnick Investment Management
California
$511
HWA
736
Heartwood Wealth Advisors
Virginia
$511
DF
737
Dunhill Financial
United Kingdom
$502
EWP
738
Elevation Wealth Partners
California
$486
ACA
739
American Capital Advisory
Idaho
$447
HFS
740
Horizon Financial Services
North Carolina
$447
SA
741
Seneschal Advisors
Washington
$415
CPG
742
Cornerstone Planning Group
New Jersey
$399
CT
743
Colonial Trust
South Carolina
$383
VWM
744
Vermillion Wealth Management
Minnesota
$342
WWM
745
Wolff Wiese Magana
California
$342
TCM
746
Tradewinds Capital Management
Washington
$320
CFG
747
Chapman Financial Group
Hawaii
$320
AWM
748
Activest Wealth Management
Florida
$255
DCM
749
Davis Capital Management
Florida
$255
HC
750
Hurley Capital
New York
$223