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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 %
MCM
51
Moerus Capital Management
New York
$1.63M – – –
Ameriprise
52
Ameriprise
Minnesota
$1.53M -$466K -21,150 -23%
SSA
53
Schonfeld Strategic Advisors
New York
$1.46M -$1.13M -51,300 -44%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$1.4M -$3.82M -173,292 -73%
LCWP
55
Legacy Capital Wealth Partners
Arkansas
$1.3M -$26.8K -1,214 -2%
PIWA
56
Prevail Innovative Wealth Advisors
Kansas
$1.24M +$1.24M +56,395 New
BHCM
57
Brevan Howard Capital Management
Jersey
$1.2M +$1.2M +54,503 New
Canada Life
58
Canada Life
Manitoba, Canada
$1.13M +$61.2K +2,771 +6%
State Street
59
State Street
Massachusetts
$1.08M +$769K +34,889 +243%
CAM
60
Cozad Asset Management
Illinois
$1.08M +$44.3K +2,010 +4%
YIH
61
Y-Intercept (HK)
Hong Kong
$1.06M +$1.06M +48,215 New
TI
62
Trexquant Investment
Connecticut
$1.03M +$1.03M +46,630 New
KAS
63
Kestra Advisory Services
Texas
$1.01M -$22.7K -1,032 -2%
Northern Trust
64
Northern Trust
Illinois
$1.01M +$746K +33,858 +286%
SCA
65
SMH Capital Advisors
Texas
$997K -$16.9K -766 -2%
CWM
66
Cornerstone Wealth Management
Missouri
$948K +$15.1K +686 +2%
MAA
67
Mraz Amerine & Associates
California
$947K -$17.1K -774 -2%
EGM
68
Engineers Gate Manager
New York
$912K +$480K +21,792 +111%
VIA
69
Virtus Investment Advisers
Connecticut
$905K -$68.3K -3,100 -7%
CSC
70
Caldwell Sutter Capital
California
$905K -$14.9K -676 -2%
JF
71
Jump Financial
Illinois
$894K +$894K +40,579 New
SS
72
Sunbelt Securities
Texas
$812K -$43.6K -2,000 -5%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$776K +$776K +35,219 New
FCM
74
FJ Capital Management
Virginia
$773K -$111K -5,014 -13%
OAC
75
OMERS Administration Corp
Ontario, Canada
$769K +$769K +34,900 New
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