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Capital Southwest
CSWC

Overview Fund Activity

172 hedge funds and large institutions have $379M invested in Capital Southwest in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 19 closing their positions.

Holders
172
Holders Change
+14
Holders Change %
+8.86%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
62
Reduced
43
Closed
19
Calls
$2.33M
Puts
$8.86M
Net Calls
-$6.53M
Net Calls Change
-$4.86M

Top Buyers

1
SMH
1
Sanders Morris Harris
Texas
$32M
2
EP
2
EPIQ Partners
Minnesota
$5.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$22.7M
4
Millennium Management
4
Millennium Management
New York
$10.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.44M

Top Sellers

1
ZIG
1
Zuckerman Investment Group
Illinois
$9.53M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$17.9M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$571K
5
BPA
5
Beacon Pointe Advisors
California
$9.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWI
26
Grace & White Inc
New York
$3.94M – – –
Morgan Stanley
27
Morgan Stanley
New York
$3.57M -$1.2M -53,650 -25%
Barclays
28
Barclays
United Kingdom
$3.43M +$1.7M +76,034 +98%
AAM
29
Advisors Asset Management
Colorado
$3.32M -$21.8K -978 -0.7%
MC
30
Muzinich & Co
New York
$3.07M +$602K +26,949 +24%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$2.99M +$699K +31,299 +30%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$2.89M -$1.12M -50,153 -28%
SSA
33
Schonfeld Strategic Advisors
New York
$2.62M +$324K +14,500 +14%
DA
34
Denali Advisors
California
$2.6M +$266K +11,908 +11%
FIA
35
Foundations Investment Advisors
Arizona
$2.38M +$121K +5,437 +5%
CIM
36
Confluence Investment Management
Missouri
$2.27M +$28.6K +1,280 +1%
CW
37
CreativeOne Wealth
Kansas
$2.05M +$2.05M +92,019 New
HCM
38
Hodges Capital Management
Texas
$2.05M +$156 +7 +0%
Ameriprise
39
Ameriprise
Minnesota
$2.02M -$13.1K -586 -0.6%
HF
40
HRT Financial
New York
$1.96M -$870K -39,004 -31%
BEI
41
Benjamin Edwards Inc
Missouri
$1.89M +$53.7K +2,405 +3%
NW
42
Naviter Wealth
Arkansas
$1.88M -$40.9K -1,778 -2%
ATC
43
Argent Trust Co
Tennessee
$1.8M +$62.9K +2,818 +4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.73M +$143K +6,428 +9%
MCM
45
Moerus Capital Management
New York
$1.65M – – –
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.61M +$411K +18,420 +34%
FDS
47
First Dallas Securities
Texas
$1.61M +$107K +4,817 +7%
SSCM
48
Sovereign's Capital Management
Georgia
$1.57M +$62.4K +2,795 +4%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.54M +$183K +8,188 +13%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$1.47M +$1.47M +65,724 New
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