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Southwest Airlines

753 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 271 reducing their positions, and 99 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 funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 271

19% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 99

28% less call options, than puts

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

Holders
753
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 -$163M
3 -$90.9M
4
BlackRock
BlackRock
New York
-$83.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
726
Core Alternative Capital
Georgia
$574
PG
727
Proffitt & Goodson
Tennessee
$543
BMC
728
Bear Mountain Capital
Washington
$520
Kayne Anderson Rudnick Investment Management
729
Kayne Anderson Rudnick Investment Management
California
$511
HWA
730
Heartwood Wealth Advisors
Virginia
$511
DF
731
Dunhill Financial
United Kingdom
$502
EWP
732
Elevation Wealth Partners
California
$486
ACA
733
American Capital Advisory
Idaho
$447
HFS
734
Horizon Financial Services
North Carolina
$447
SA
735
Seneschal Advisors
Washington
$415
CPG
736
Cornerstone Planning Group
New Jersey
$399
CT
737
Colonial Trust
South Carolina
$383
VWM
738
Vermillion Wealth Management
Minnesota
$342
WWM
739
Wolff Wiese Magana
California
$342
CFG
740
Chapman Financial Group
Hawaii
$320
TCM
741
Tradewinds Capital Management
Washington
$320
DCM
742
Davis Capital Management
Florida
$255
AWM
743
Activest Wealth Management
Florida
$255
HC
744
Hurley Capital
New York
$223
DFA
745
DHJJ Financial Advisors
Illinois
$160
AP
746
Atwood & Palmer
Missouri
$160
EWM
747
Evermay Wealth Management
Virginia
$96
SA
748
Strategic Advocates
Utah
$96
FRA
749
Front Row Advisors
California
$64
FDW
750
Fourth Dimension Wealth
Ohio
$64