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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 %
Bank of America
51
Bank of America
North Carolina
$1.38M +$980K +43,917 +248%
QT
52
Quantbot Technologies
New York
$1.37M +$556K +24,922 +68%
LCWP
53
Legacy Capital Wealth Partners
Arkansas
$1.34M -$46.1K -2,064 -3%
TCWM
54
Total Clarity Wealth Management
Illinois
$1.23M – – –
CSS
55
Cubist Systematic Strategies
Connecticut
$1.21M +$1.21M +54,015 New
RWA
56
Redmont Wealth Advisors
Illinois
$1.2M -$297K -13,316 -20%
Canada Life
57
Canada Life
Manitoba, Canada
$1.08M +$297K +13,253 +38%
CAM
58
Cozad Asset Management
Illinois
$1.05M +$119K +5,317 +13%
KAS
59
Kestra Advisory Services
Texas
$1.05M +$49K +2,197 +5%
SCA
60
SMH Capital Advisors
Texas
$1.03M -$23.7K -1,062 -2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$1.01M -$556K -24,927 -35%
VIA
62
Virtus Investment Advisers
Connecticut
$986K +$986K +44,164 New
MAA
63
Mraz Amerine & Associates
California
$978K +$4.72K +211 +0.5%
CWM
64
Cornerstone Wealth Management
Missouri
$945K +$70.4K +3,153 +8%
CSC
65
Caldwell Sutter Capital
California
$931K -$15.6K -700 -2%
FCM
66
FJ Capital Management
Virginia
$895K +$895K +40,081 New
SS
67
Sunbelt Securities
Texas
$876K +$45K +2,014 +5%
ECM
68
ExodusPoint Capital Management
New York
$873K +$873K +39,100 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$853K +$487K +21,831 +133%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$839K +$455K +20,364 +118%
Verition Fund Management
71
Verition Fund Management
Connecticut
$754K +$754K +33,774 New
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$735K -$141K -6,308 -16%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$725K -$18.4K -826 -2%
Invesco
74
Invesco
Georgia
$623K -$80K -3,584 -11%
AC
75
AlphaCore Capital
California
$621K +$621K +27,810 New
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