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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 %
MCM
51
Moerus Capital Management
New York
$1.63M 73,983 – –
Ameriprise
52
Ameriprise
Minnesota
$1.53M 69,501 -21,150 -23%
SSA
53
Schonfeld Strategic Advisors
New York
$1.46M 66,243 -51,300 -44%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$1.4M 63,474 -173,292 -73%
LCWP
55
Legacy Capital Wealth Partners
Arkansas
$1.3M 59,024 -1,214 -2%
PIWA
56
Prevail Innovative Wealth Advisors
Kansas
$1.24M 56,395 +56,395 New
BHCM
57
Brevan Howard Capital Management
Jersey
$1.2M 54,503 +54,503 New
Canada Life
58
Canada Life
Manitoba, Canada
$1.13M 51,018 +2,771 +6%
State Street
59
State Street
Massachusetts
$1.08M 49,224 +34,889 +243%
CAM
60
Cozad Asset Management
Illinois
$1.08M 49,161 +2,010 +4%
YIH
61
Y-Intercept (HK)
Hong Kong
$1.06M 48,215 +48,215 New
TI
62
Trexquant Investment
Connecticut
$1.03M 46,630 +46,630 New
KAS
63
Kestra Advisory Services
Texas
$1.01M 45,856 -1,032 -2%
Northern Trust
64
Northern Trust
Illinois
$1.01M 45,690 +33,858 +286%
SCA
65
SMH Capital Advisors
Texas
$997K 45,215 -766 -2%
CWM
66
Cornerstone Wealth Management
Missouri
$948K 43,005 +686 +2%
MAA
67
Mraz Amerine & Associates
California
$947K 42,958 -774 -2%
EGM
68
Engineers Gate Manager
New York
$912K 41,379 +21,792 +111%
VIA
69
Virtus Investment Advisers
Connecticut
$905K 41,064 -3,100 -7%
CSC
70
Caldwell Sutter Capital
California
$905K 41,052 -676 -2%
JF
71
Jump Financial
Illinois
$894K 40,579 +40,579 New
SS
72
Sunbelt Securities
Texas
$812K 37,229 -2,000 -5%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$776K 35,219 +35,219 New
FCM
74
FJ Capital Management
Virginia
$773K 35,067 -5,014 -13%
OAC
75
OMERS Administration Corp
Ontario, Canada
$769K 34,900 +34,900 New
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3
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