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Southwest Airlines
LUV

Overview Fund Activity

799 hedge funds and large institutions have $17.7B invested in Southwest Airlines in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 254 increasing their positions, 290 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-22
Holders Change %
-2.68%
% of All Funds
10.85%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
103
Increased
254
Reduced
290
Closed
108
Calls
$452M
Puts
$605M
Net Calls
-$153M
Net Calls Change
+$17M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$510M
2
PCM
PAR Capital Management
Massachusetts
+$141M
3
Morgan Stanley
Morgan Stanley
New York
+$112M
4
Citadel Advisors
Citadel Advisors
Florida
+$110M
5
IP
Interval Partners
New York
+$103M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.65B
2
EIM
Elliott Investment Management
Florida
-$191M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$111M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$94.4M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
776
Core Alternative Capital
Georgia
$604 – – –
CIAS
777
CBIZ Investment Advisory Services
Ohio
$574 – – –
TCA
778
Trifecta Capital Advisors
Illinois
$571 – – –
WBC
779
West Branch Capital
Massachusetts
$538 -$6.19K -184 -92%
WW
780
Winnow Wealth
Texas
$531 +$166 +5 +45%
EWP
781
Elevation Wealth Partners
California
$511 -$7.02K -206 -93%
BMC
782
Bear Mountain Capital
Washington
$409 – – –
CT
783
Colonial Trust
South Carolina
$403 -$806 -24 -67%
PWM
784
Parkworth Wealth Management
California
$369 – – –
VWM
785
Vermillion Wealth Management
Minnesota
$354 +$32 +1 +10%
PWA
786
Principia Wealth Advisory
Texas
$343 +$86 +3 +33%
BHWM
787
Bay Harbor Wealth Management
Maryland
$337 +$337 +10 New
OCM
788
Osterweis Capital Management
California
$336 +$336 +10 New
HIA
789
HFM Investment Advisors
New Jersey
$269 +$269 +8 New
DFA
790
DHJJ Financial Advisors
Illinois
$236 – – –
HC
791
Hurley Capital
New York
$235 – – –
NWM
792
Nova Wealth Management
Florida
$235 – – –
FFA
793
Frazier Financial Advisors
Ohio
$205 +$68 +2 +50%
DWM
794
Darwin Wealth Management
Florida
$168 – – –
AP
795
Atwood & Palmer
Missouri
$168 – – –
SIC
796
Salem Investment Counselors
North Carolina
$68 – – –
FRA
797
Front Row Advisors
California
$68 – – –
CB
798
CNB Bank
Pennsylvania
$34 – – –
Norges Bank
799
Norges Bank
Norway
– -$57.7M -1,716,952 Closed
JFG
800
Jefferies Financial Group
New York
– -$34.1M -1,013,657 Closed
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