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Capital Southwest
CSWC

Overview Fund Activity

171 hedge funds and large institutions have $431M invested in Capital Southwest in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 44 reducing their positions, and 27 closing their positions.

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
30
Increased
67
Reduced
44
Closed
27
Calls
$1.17M
Puts
$2.51M
Net Calls
-$1.34M
Net Calls Change
+$5.19M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.3M
2
CM
2
Columbus Macro
Pennsylvania
$6.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.97M
5
VanEck Associates
5
VanEck Associates
New York
$29.7M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
HCA
2
Harbor Capital Advisors
Illinois
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$12M
4
BPA
4
Beacon Pointe Advisors
California
$4.99M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
26
Muzinich & Co
New York
$4.98M 225,790 +88,419 +64%
Goldman Sachs
27
Goldman Sachs
New York
$4.69M 212,781 -44,891 -17%
LPL Financial
28
LPL Financial
California
$4.53M 205,640 +7,962 +4%
GWI
29
Grace & White Inc
New York
$3.85M 174,597 -2,000 -1%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$3.8M 172,597 +38,419 +29%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.29M 149,055 +79,916 +116%
Marshall Wace
32
Marshall Wace
United Kingdom
$3.24M 147,162 -101,586 -41%
ATC
33
Argent Trust Co
Tennessee
$2.72M 123,348 +42,532 +53%
FIA
34
Foundations Investment Advisors
Arizona
$2.61M 118,196 +11,525 +11%
DA
35
Denali Advisors
California
$2.51M 113,850 -2,554 -2%
AAM
36
Advisors Asset Management
Colorado
$2.48M 112,511 -36,054 -24%
CSS
37
Cubist Systematic Strategies
Connecticut
$2.36M 107,201 +53,186 +98%
HCM
38
Hodges Capital Management
Texas
$2.34M 106,045 +14,285 +16%
CIM
39
Confluence Investment Management
Missouri
$2.25M 102,107 +585 +0.6%
NW
40
Naviter Wealth
Arkansas
$2.21M 100,105 +18,352 +22%
CW
41
CreativeOne Wealth
Kansas
$2.18M 98,874 +6,855 +7%
BRWA
42
B. Riley Wealth Advisors
Florida
$2.03M 92,163 +92,163 New
BEI
43
Benjamin Edwards Inc
Missouri
$1.93M 87,765 +2,985 +4%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$1.78M 80,641 +14,917 +23%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.76M 79,788 +2,248 +3%
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$1.75M 79,511 -49,762 -38%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$1.74M 78,808 +78,808 New
FDS
48
First Dallas Securities
Texas
$1.7M 77,102 +5,177 +7%
SSCM
49
Sovereign's Capital Management
Georgia
$1.7M 77,048 +6,678 +9%
QT
50
Quantbot Technologies
New York
$1.67M 75,546 +13,993 +23%
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