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Southwest Airlines
LUV

764 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 249 increasing their positions, 272 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10.07% more ownership

Funds ownership: 87.98% → 98.05% (+10%)

1% more capital invested

Capital invested by funds: $16.3B → $16.4B (+$162M)

8% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 272

4% less funds holding

Funds holding: 792 → 764 (-28)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

28% less call options, than puts

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

Holders
764
Holders Change
-28
Holders Change %
-3.54%
% of All Funds
10.03%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
82
Increased
249
Reduced
272
Closed
98
Calls
$457M
Puts
$632M
Net Calls
-$175M
Net Calls Change
-$144M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$588M
2
Goldman Sachs
Goldman Sachs
New York
+$180M
3
IP
Interval Partners
New York
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$123M
5
SSA
Schonfeld Strategic Advisors
New York
+$75.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$275M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$167M
3
EIM
Elliott Investment Management
Florida
-$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
SCM
801
Stevens Capital Management
Pennsylvania
– -$280K -8,628 Closed
FRM
802
Fox Run Management
Connecticut
– -$271K -8,350 Closed
IAA
803
Independent Advisor Alliance
North Carolina
– -$263K -8,119 Closed
LIA
804
Limestone Investment Advisors
New York
– -$258K -7,900 Closed
VSQM
805
V-Square Quantitative Management
Illinois
– -$253K -7,812 Closed
MFG
806
Merit Financial Group
Georgia
– -$249K -7,663 Closed
RC
807
Rahlfs Capital
Texas
– -$241K -7,429 Closed
MPM
808
MBB Public Markets
Illinois
– -$241K -7,427 Closed
AWA
809
Arkadios Wealth Advisors
Georgia
– -$239K -7,361 Closed
SLAM
810
Swiss Life Asset Management
– -$238K -7,335 Closed
VF
811
Virtu Financial
New York
– -$237K -7,304 Closed
AAS
812
Annex Advisory Services
Wisconsin
– -$231K -7,121 Closed
VWA
813
Visionary Wealth Advisors
Illinois
– -$230K -7,091 Closed
SLI
814
Sumitomo Life Insurance
Japan
– -$226K -6,967 Closed
QL
815
Quarry LP
New York
– -$222K -6,850 Closed
CA
816
Calton & Associates
Florida
– -$216K -6,669 Closed
AA
817
Advisory Alpha
Michigan
– -$215K -6,636 Closed
FIA
818
Foundations Investment Advisors
Arizona
– -$212K -6,547 Closed
XT
819
XTX Topco
Cayman Islands
– -$211K -6,519 Closed
OIA
820
OneDigital Investment Advisors
Kansas
– -$209K -6,428 Closed
APW
821
Austin Private Wealth
Texas
– -$208K -6,403 Closed
PA
822
Profund Advisors
Maryland
– -$208K -6,400 Closed
VCP
823
Verus Capital Partners
Arizona
– -$207K -6,387 Closed
AC
824
ASB Consultores
Florida
– -$205K -6,333 Closed
BFG
825
Berger Financial Group
Minnesota
– -$205K -6,308 Closed
31 32
33
34 35

LUV Hedge Fund Activity: Q3 2025 in Review

764 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2025, worth a combined $16.4B — up 1% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of LUV and 82 opened new positions — a net loss of 16 holders — while 272 trimmed existing stakes and 249 added.

The largest buyer was UBS Group, adding an estimated $588M. The largest seller was Capital World Investors, exiting entirely with an estimated $275M sold.

  • 764 institutional investors held Southwest Airlines (LUV) as of Q3 2025, down from 792 in Q2 2025.
  • Funds reported $16.4B of Southwest Airlines stock for Q3 2025, up 1% quarter-over-quarter.
  • 82 funds opened new Southwest Airlines positions in Q3 2025 and 98 closed out, a net change of -16 holders.
  • The largest Southwest Airlines buyer in Q3 2025 was UBS Group, an estimated $588M added.
  • The largest Southwest Airlines seller in Q3 2025 was Capital World Investors, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2025.