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Capital Southwest
CSWC

Overview Fund Activity

173 hedge funds and large institutions have $432M invested in Capital Southwest in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.32%
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
46
Closed
27
Calls
$3.1M
Puts
$3.9M
Net Calls
-$798K
Net Calls Change
+$5.73M

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 Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Muzinich & Co
New York
$4.98M +$1.95M +88,419 +64%
Goldman Sachs
27
Goldman Sachs
New York
$4.69M -$989K -44,891 -17%
LPL Financial
28
LPL Financial
California
$4.53M +$175K +7,962 +4%
GWI
29
Grace & White Inc
New York
$3.85M -$44.1K -2,000 -1%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$3.8M +$847K +38,419 +29%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.29M +$1.76M +79,916 +116%
Marshall Wace
32
Marshall Wace
United Kingdom
$3.24M -$2.24M -101,586 -41%
ATC
33
Argent Trust Co
Tennessee
$2.72M +$937K +42,532 +53%
FIA
34
Foundations Investment Advisors
Arizona
$2.61M +$254K +11,525 +11%
DA
35
Denali Advisors
California
$2.51M -$56.3K -2,554 -2%
AAM
36
Advisors Asset Management
Colorado
$2.48M -$795K -36,054 -24%
CSS
37
Cubist Systematic Strategies
Connecticut
$2.36M +$1.17M +53,186 +98%
HCM
38
Hodges Capital Management
Texas
$2.34M +$315K +14,285 +16%
CIM
39
Confluence Investment Management
Missouri
$2.25M +$12.9K +585 +0.6%
NW
40
Naviter Wealth
Arkansas
$2.21M +$404K +18,352 +22%
CW
41
CreativeOne Wealth
Kansas
$2.18M +$151K +6,855 +7%
BRWA
42
B. Riley Wealth Advisors
Florida
$2.03M +$2.03M +92,163 New
BEI
43
Benjamin Edwards Inc
Missouri
$1.93M +$65.8K +2,985 +4%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$1.78M +$329K +14,917 +23%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.76M +$49.6K +2,248 +3%
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$1.75M -$1.1M -49,762 -38%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$1.74M +$1.74M +78,808 New
FDS
48
First Dallas Securities
Texas
$1.7M +$114K +5,177 +7%
SSCM
49
Sovereign's Capital Management
Georgia
$1.7M +$147K +6,678 +9%
QT
50
Quantbot Technologies
New York
$1.67M +$308K +13,993 +23%
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