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Southwest Airlines

815 hedge funds and large institutions have $17.8B invested in Southwest Airlines in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 259 increasing their positions, 296 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

4% less capital invested

Capital invested by funds: $18.5B → $17.8B (-$681M)

5% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 108

2.27% less ownership

Funds ownership: 91.64%89.37% (-2.3%)

2% less funds holding

Funds holding: 834815 (-19)

13% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 296

25% less call options, than puts

Call options by funds: $452M | Put options by funds: $605M

Holders
815
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
10.93%
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
259
Reduced
296
Closed
108
Calls
$452M
Puts
$605M
Net Calls
-$153M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29B -$16.1M -508,579 -0.7%
EIM
2
Elliott Investment Management
Florida
$1.81B -$180M -5,688,000 -10%
Primecap Management
3
Primecap Management
California
$1.67B +$25M +788,255 +2%
State Street
4
State Street
Massachusetts
$1.24B -$42.1M -1,330,753 -3%
BlackRock
5
BlackRock
New York
$1.18B +$8.17M +257,989 +0.7%
Franklin Resources
6
Franklin Resources
California
$1.15B +$44.5M +1,405,059 +4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$767M -$89M -2,810,612 -11%
UBS Group
8
UBS Group
Switzerland
$727M +$481M +15,179,112 +234%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$486M +$11.3M +355,986 +3%
Artisan Partners
10
Artisan Partners
Wisconsin
$358M -$7.48M -236,329 -2%
Morgan Stanley
11
Morgan Stanley
New York
$334M +$106M +3,340,752 +50%
Ameriprise
12
Ameriprise
Minnesota
$334M -$24.9M -786,455 -7%
Capital World Investors
13
Capital World Investors
California
$284M -$1.55B -49,073,820 -85%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$272M +$19.6M +619,659 +8%
JP Morgan Chase
15
JP Morgan Chase
New York
$260M +$37.3M +1,176,658 +18%
Invesco
16
Invesco
Georgia
$232M +$9.4M +296,692 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$203M -$1.82M -57,450 -0.9%
PCM
18
PAR Capital Management
Massachusetts
$199M +$133M +4,204,300 +246%
Bank of America
19
Bank of America
North Carolina
$197M +$40.7M +1,284,674 +28%
Northern Trust
20
Northern Trust
Illinois
$164M -$420K -13,272 -0.3%
American Century Companies
21
American Century Companies
Missouri
$135M -$39.4M -1,243,205 -24%
Goldman Sachs
22
Goldman Sachs
New York
$124M +$362K +11,419 +0.3%
Charles Schwab
23
Charles Schwab
California
$121M +$4.32M +136,410 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$115M +$103M +3,267,355 +1,946%
IP
25
Interval Partners
New York
$103M +$96.7M +3,053,966 New

LUV Hedge Fund Activity: Q1 2025 in Review

815 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2025, worth a combined $17.8B — down 3.7% from $18.5B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of LUV and 103 opened new positions — a net loss of 5 holders — while 296 trimmed existing stakes and 259 added.

The largest buyer was UBS Group, adding an estimated $481M. The largest seller was Capital World Investors, cutting an estimated $1.55B.

  • 815 institutional investors held Southwest Airlines (LUV) as of Q1 2025, down from 834 in Q4 2024.
  • Funds reported $17.8B of Southwest Airlines stock for Q1 2025, down 3.7% quarter-over-quarter.
  • 103 funds opened new Southwest Airlines positions in Q1 2025 and 108 closed out, a net change of -5 holders.
  • The largest Southwest Airlines buyer in Q1 2025 was UBS Group, an estimated $481M added.
  • The largest Southwest Airlines seller in Q1 2025 was Capital World Investors, an estimated $1.55B sold.

Based on aggregated 13F filings for Q1 2025.