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CSW

CSW Industrials

358 hedge funds and large institutions have $4.51B invested in CSW Industrials in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,735% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $437K

1.11% more ownership

Funds ownership: 90.98%92.09% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

4% less funds holding

Funds holding: 371358 (-13)

15% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 62

16% less capital invested

Capital invested by funds: $5.4B → $4.51B (-$890M)

Holders
358
Holders Change
-13
Holders Change %
-3.5%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
125
Reduced
129
Closed
62
Calls
$8.02M
Puts
$437K
Net Calls
+$7.58M
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
326
Cary Street Partners Investment Advisory
Virginia
$6.12K +$6.82K +21 New
CA
327
Clearstead Advisors
Ohio
$5.83K +$6.49K +20 New
HCM
328
Hollencrest Capital Management
California
$5.83K
BIA
329
Bell Investment Advisors
California
$4.96K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$4.96K +$3.57K +11 +183%
NSIM
331
North Star Investment Management
Illinois
$4.08K +$4.54K +14 New
HWM
332
Hemington Wealth Management
Virginia
$4K +$1.95K +6 +75%
AAP
333
Arax Advisory Partners
Colorado
$3.5K -$14K -43 -78%
MAFA
334
MJT & Associates Financial Advisory
Minnesota
$3.5K +$3.9K +12 New
FNWA
335
Financial Network Wealth Advisors
Utah
$3.5K +$3.9K +12 New
JWA
336
JFS Wealth Advisors
Pennsylvania
$2.92K -$325 -1 -9%
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$2.92K
A
338
AlphaQuest
New York
$2.62K +$2.92K +9 New
BFS
339
Bare Financial Services
Pennsylvania
$2.33K +$2.6K +8 New
GBT
340
Grove Bank & Trust
Florida
$1.75K +$1.95K +6 New
LFG
341
Larson Financial Group
Missouri
$1.75K +$1.95K +6 New
CFD
342
Creative Financial Designs
Indiana
$1.46K -$649 -2 -29%
LC
343
Lindbrook Capital
California
$1.46K +$974 +3 +150%
SC
344
Stephens Consulting
Michigan
$1.46K +$1.62K +5 New
TWD
345
True Wealth Design
Ohio
$1.46K +$1.62K +5 New
GFPC
346
Global Financial Private Client
Florida
$1.17K +$974 +3 +300%
TPCW
347
TD Private Client Wealth
New York
$1.17K +$1.3K +4 New
TCM
348
TD Capital Management
Tennessee
$876
DPW
349
DiNuzzo Private Wealth
Pennsylvania
$875 +$325 +1 +50%
WTC
350
WhitTier Trust Company
Nevada
$874 +$974 +3 New

CSW Hedge Fund Activity: Q1 2025 in Review

358 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q1 2025, worth a combined $4.51B — down 16% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of CSW and 53 opened new positions — a net loss of 9 holders — while 129 trimmed existing stakes and 125 added.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $90.4M. The largest seller was Neuberger Berman Group, cutting an estimated $47.9M.

  • 358 institutional investors held CSW Industrials (CSW) as of Q1 2025, down from 371 in Q4 2024.
  • Funds reported $4.51B of CSW Industrials stock for Q1 2025, down 16% quarter-over-quarter.
  • 53 funds opened new CSW Industrials positions in Q1 2025 and 62 closed out, a net change of -9 holders.
  • The largest CSW Industrials buyer in Q1 2025 was Champlain Investment Partners, an estimated $90.4M added.
  • The largest CSW Industrials seller in Q1 2025 was Neuberger Berman Group, an estimated $47.9M sold.

Based on aggregated 13F filings for Q1 2025.