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Southwest Airlines

863 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2026 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 282 increasing their positions, 280 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5.1% less ownership

Funds ownership: 93.73%88.63% (-5.1%)

18% less capital invested

Capital invested by funds: $20B → $16.4B (-$3.69B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
863
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$681M
Puts
$405M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
826
Penserra Capital Management
California
$1K
NFSG
827
Newbridge Financial Services Group
Florida
$939
ACA
828
American Capital Advisory
Idaho
$827
PWAM
829
Private Wealth Asset Management
Iowa
$827
SRCM
830
Signature Resources Capital Management
California
$827
MCA
831
Midwest Capital Advisors
Michigan
$797
TBFA
832
Three Bearings Fiduciary Advisors
New Hampshire
$755
BLC
833
Brown, Lisle/Cummings
Rhode Island
$751
B
834
Birchbrook
Maine
$714
EP
835
Essential Partners
California
$676
AP
836
Aspect Partners
Virginia
$639
IPS
837
Investors Portfolio Services
Washington
$630
BMC
838
Bear Mountain Capital
Washington
$627
Kayne Anderson Rudnick Investment Management
839
Kayne Anderson Rudnick Investment Management
California
$601
Parallax Volatility Advisers
840
Parallax Volatility Advisers
California
$564
BFS
841
Bare Financial Services
Pennsylvania
$526
SEP
842
Signature Equity Partners
Ohio
$526
SA
843
Seneschal Advisors
Washington
$489
DF
844
Dunhill Financial
United Kingdom
$476
CT
845
Colonial Trust
South Carolina
$451
HPC
846
HM Payson & Co
Maine
$427
WWM
847
Wolff Wiese Magana
California
$405
CFG
848
Chapman Financial Group
Hawaii
$376
TCM
849
Tradewinds Capital Management
Washington
$376
CWP
850
Clark Wealth Partners
Illinois
$302