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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
NYLIM
201
New York Life Investment Management
New York
$2.53M
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$2.52M
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$2.46M
KAS
204
Kestra Advisory Services
Texas
$2.37M
LA
205
LBP AM
France
$2.34M
VCA
206
Verdence Capital Advisors
Maryland
$2.3M
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$2.29M
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$2.15M
VPIM
209
Vanguard Personalized Indexing Management
California
$2.13M
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$2.11M
X
211
Xponance
Pennsylvania
$2.1M
Two Sigma Investments
212
Two Sigma Investments
New York
$2.09M
VF
213
Virtu Financial
New York
$2.09M
DekaBank Deutsche Girozentrale
214
DekaBank Deutsche Girozentrale
Germany
$2.06M
IMC Chicago
215
IMC Chicago
Illinois
$2.06M
CP
216
CenterBook Partners
Connecticut
$2.06M
QT
217
Quantbot Technologies
New York
$2.05M
VIM
218
Vinva Investment Management
Australia
$2.03M
Sumitomo Mitsui Trust Group
219
Sumitomo Mitsui Trust Group
Japan
$2.03M
BFM
220
Boothbay Fund Management
New York
$2.02M
JF
221
Jump Financial
Illinois
$2M
Cerity Partners
222
Cerity Partners
New York
$1.98M
APG Asset Management
223
APG Asset Management
Netherlands
$1.97M
MOACM
224
Mutual of America Capital Management
New York
$1.96M
Group One Trading
225
Group One Trading
Illinois
$1.96M