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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 %
TFA
776
Transamerica Financial Advisors
Florida
$2K 42 – –
TFA
777
Toth Financial Advisory
Virginia
$1.68K 50 -50 -50%
LFA
778
Legend Financial Advisors
Pennsylvania
$1.68K 50 +50 New
GG
779
Gleason Group
Kentucky
$1.45K 43 – –
BIA
780
Bell Investment Advisors
California
$1.41K 42 – –
NL
781
NVWM LLC
Pennsylvania
$1.31K 39 – –
FS
782
Financially Speaking
Colorado
$1.28K 38 +38 New
SAM
783
Synergy Asset Management
Washington
$1.25K 42 +42 New
VHAM
784
Van Hulzen Asset Management
California
$1.22K 36 +36 New
CT
785
Colonial Trust
South Carolina
$1.21K 36 +24 +200%
NC
786
NewSquare Capital
Pennsylvania
$1.21K 36 +36 New
CWP
787
Concord Wealth Partners
Virginia
$1.04K 31 -74 -70%
CWC
788
Carolinas Wealth Consulting
North Carolina
$1.01K 30 – –
WTFG
789
Wood Tarver Financial Group
Idaho
$1K 34 +34 New
NFSG
790
Newbridge Financial Services Group
Florida
$841 25 +25 New
MCA
791
Midwest Capital Advisors
Michigan
$706 21 +21 New
TFM
792
TFC Financial Management
Massachusetts
$673 20 – –
AF
793
Atala Financial
California
$672 20 +20 New
B
794
Birchbrook
Maine
$639 19 – –
OSNBOA
795
Old Second National Bank of Aurora
Illinois
$639 19 +19 New
CAC
796
Core Alternative Capital
Georgia
$605 18 – –
CIAS
797
CBIZ Investment Advisory Services
Ohio
$575 17 – –
TCA
798
Trifecta Capital Advisors
Illinois
$572 17 – –
BFPW
799
BOK Financial Private Wealth
Colorado
$543 16 +16 New
WCM
800
WealthTrak Capital Management
Virginia
$505 15 +15 New
30 31
32
33 34