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CSW

CSW Industrials

369 hedge funds and large institutions have $4.4B invested in CSW Industrials in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

870% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $402K

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

3% more funds holding

Funds holding: 358369 (+11)

0.82% less ownership

Funds ownership: 92.09%91.27% (-0.82%)

2% less capital invested

Capital invested by funds: $4.51B → $4.4B (-$104M)

10% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 135

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
122
Reduced
135
Closed
41
Calls
$3.9M
Puts
$402K
Net Calls
+$3.5M
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
326
Twin Peaks Wealth Advisors
California
$11.3K +$12.4K +41 New
PTC
327
Private Trust Company
Ohio
$10.9K +$906 +3 +9%
RA
328
Rise Advisors
New York
$10K
BIG
329
Brooklyn Investment Group
New York
$8.89K -$3.02K -10 -24%
PWA
330
Physician Wealth Advisors
Utah
$8.61K
MCM
331
MAI Capital Management
Ohio
$8.03K +$8.46K +28 New
BFS
332
Bare Financial Services
Pennsylvania
$7.17K +$5.13K +17 +213%
SWM
333
Spire Wealth Management
Virginia
$6.88K
TSMHT
334
Thurston Springer Miller Herd & Titak
Indiana
$6.88K
DWM
335
Dogwood Wealth Management
Kansas
$6.58K +$6.95K +23 New
HCM
336
Hollencrest Capital Management
California
$5.74K
AAP
337
Arax Advisory Partners
Colorado
$5.45K +$2.11K +7 +58%
BIA
338
Bell Investment Advisors
California
$4.88K
RIL
339
Rothschild Investment LLC
Illinois
$4.3K -$6.34K -21 -58%
HWM
340
Hemington Wealth Management
Virginia
$4K
CA
341
Clearstead Advisors
Ohio
$3.73K -$2.11K -7 -35%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$3.73K -$1.21K -4 -24%
HNW
343
High Note Wealth
Minnesota
$3.73K +$3.93K +13 New
MAFA
344
MJT & Associates Financial Advisory
Minnesota
$3.44K
AF
345
Advisornet Financial
Minnesota
$3.44K +$3.63K +12 New
FNWA
346
Financial Network Wealth Advisors
Utah
$3.16K -$302 -1 -8%
KG
347
Kilter Group
New York
$3.16K +$3.32K +11 New
HFS
348
Hantz Financial Services
Michigan
$3K +$2.42K +8 +800%
JWA
349
JFS Wealth Advisors
Pennsylvania
$2.87K
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$2.87K

CSW Hedge Fund Activity: Q2 2025 in Review

369 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q2 2025, worth a combined $4.4B — down 2.3% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CSW positions and 41 closed out — a net gain of 14 holders — while 122 added to existing stakes and 135 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $35.8M. The largest seller was BlackRock, cutting an estimated $43.1M.

  • 369 institutional investors held CSW Industrials (CSW) as of Q2 2025, up from 358 in Q1 2025.
  • Funds reported $4.4B of CSW Industrials stock for Q2 2025, down 2.3% quarter-over-quarter.
  • 55 funds opened new CSW Industrials positions in Q2 2025 and 41 closed out, a net change of +14 holders.
  • The largest CSW Industrials buyer in Q2 2025 was Wasatch Advisors, an estimated $35.8M added.
  • The largest CSW Industrials seller in Q2 2025 was BlackRock, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2025.