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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
WTFG
851
Wood Tarver Financial Group
Idaho
– -$1K -34 Closed
WCM
852
WealthTrak Capital Management
Virginia
– -$974 -30 Closed
T
853
Transce3nd
Texas
– -$941 -29 Closed
KHC
854
Koesten Hirschmann & Crabtree
Kansas
– -$886 -27 Closed
GC
855
Garde Capital
Washington
– -$674 -21 Closed
WA
856
Whipplewood Advisors
Colorado
– -$551 -17 Closed
WBC
857
West Branch Capital
Massachusetts
– -$520 -16 Closed
NWM
858
Nova Wealth Management
Florida
– -$227 -7 Closed
DWM
859
Darwin Wealth Management
Florida
– -$162 -5 Closed
MSG
860
Main Street Group
Virginia
– -$162 -5 Closed
FFA
861
Frazier Financial Advisors
Ohio
– -$66 -2 Closed
FIA
862
FNY Investment Advisers
New York
– +$458 +14 New
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.