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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
WCM
751
WealthTrak Capital Management
Virginia
$974 +$301 +10 +50%
KG
752
Kilter Group
New York
$974 +$904 +30 New
T
753
Transce3nd
Texas
$941 -$30 -1 -3%
TCA
754
Trifecta Capital Advisors
Illinois
$941 +$361 +12 +71%
BHWM
755
Bay Harbor Wealth Management
Maryland
$912 +$542 +18 +180%
KHC
756
Koesten Hirschmann & Crabtree
Kansas
$886 +$813 +27 New
HIA
757
HFM Investment Advisors
New Jersey
$876 +$572 +19 +238%
CPG
758
Cornerstone Planning Group
New Jersey
$868 -$331 -11 -28%
PWM
759
Parkworth Wealth Management
California
$779 +$392 +13 +118%
TFM
760
TFC Financial Management
Massachusetts
$747 +$90 +3 +15%
PWAM
761
Private Wealth Asset Management
Iowa
$714
ACA
762
American Capital Advisory
Idaho
$714 +$663 +22 New
SRCM
763
Signature Resources Capital Management
California
$714 +$663 +22 New
DF
764
Dunhill Financial
United Kingdom
$690 +$633 +21 New
MCA
765
Midwest Capital Advisors
Michigan
$681
GC
766
Garde Capital
Washington
$674
BLC
767
Brown, Lisle/Cummings
Rhode Island
$649
B
768
Birchbrook
Maine
$617
CAC
769
Core Alternative Capital
Georgia
$584
WA
770
Whipplewood Advisors
Colorado
$551 +$512 +17 New
BMC
771
Bear Mountain Capital
Washington
$548
WBC
772
West Branch Capital
Massachusetts
$520
Kayne Anderson Rudnick Investment Management
773
Kayne Anderson Rudnick Investment Management
California
$519 +$482 +16 New
EWP
774
Elevation Wealth Partners
California
$494
EWM
775
Evermay Wealth Management
Virginia
$423 +$392 +13 New

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.