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Capital Southwest

167 hedge funds and large institutions have $368M invested in Capital Southwest in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.52% more ownership

Funds ownership: 26.04%27.56% (+1.5%)

3% more capital invested

Capital invested by funds: $357M → $368M (+$10.8M)

44% less call options, than puts

Call options by funds: $7.26M | Put options by funds: $12.9M

Holders
167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.26M
Puts
$12.9M
Net Calls
Net Calls Change

Top Sellers

1 -$5.72M
2 -$5.07M
3 -$4.18M
4
BlackRock
BlackRock
New York
-$3.3M
5
Barclays
Barclays
United Kingdom
-$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.24M
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.22M
CCA
53
Catalyst Capital Advisors
New York
$1.08M
Bank of America
54
Bank of America
North Carolina
$924K
CWM
55
Cornerstone Wealth Management
Missouri
$898K
SF
56
Symphony Financial
Texas
$892K
SS
57
Sunbelt Securities
Texas
$819K
CSC
58
Caldwell Sutter Capital
California
$819K
MCM
59
Militia Capital Management
Texas
$774K
Mariner
60
Mariner
Kansas
$706K
AC
61
AlphaCore Capital
California
$686K
CEFA
62
Closed-End Fund Advisors
Virginia
$677K
GC
63
Guggenheim Capital
Illinois
$646K
Northern Trust
64
Northern Trust
Illinois
$590K
Invesco
65
Invesco
Georgia
$582K
GCM
66
Greenland Capital Management
New York
$575K
AWM
67
Apollon Wealth Management
South Carolina
$545K
MAA
68
Mraz Amerine & Associates
California
$536K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$515K
SIC
70
Samalin Investment Counsel
New York
$506K
VIA
71
Virtus Investment Advisers
Connecticut
$497K
ZIG
72
Zuckerman Investment Group
Illinois
$485K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$478K
BHCM
74
Brevan Howard Capital Management
Jersey
$478K
ACM
75
Arlington Capital Management
Illinois
$477K