CSWC icon

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 %
Invesco
76
Invesco
Georgia
$749K 34,003 +6,094 +22%
Verition Fund Management
77
Verition Fund Management
Connecticut
$694K 31,500 -2,274 -7%
Osaic Holdings
78
Osaic Holdings
Arizona
$660K 30,219 +3,964 +15%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$629K 28,528 -3,953 -12%
Mariner
80
Mariner
Kansas
$624K 28,314 +8,617 +44%
Bank of America
81
Bank of America
North Carolina
$618K 28,036 -33,591 -55%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$594K 26,960 +1,386 +5%
AGP
83
Autumn Glory Partners
Texas
$573K 26,000 – –
NRD
84
Nebula Research & Development
New York
$571K 25,907 +25,907 New
SIC
85
Samalin Investment Counsel
New York
$570K 25,864 +1,909 +8%
DS
86
DRW Securities
Illinois
$551K 24,985 +14,915 +148%
ECM
87
ExodusPoint Capital Management
New York
$550K 24,975 -14,125 -36%
Barclays
88
Barclays
United Kingdom
$545K 24,717 -128,753 -84%
GC
89
Guggenheim Capital
Illinois
$542K 24,606 +1,502 +7%
AWM
90
Apollon Wealth Management
South Carolina
$524K 23,797 +2,299 +11%
CCIA
91
Campbell & Co Investment Adviser
Maryland
$460K 20,873 -489 -2%
Jane Street
92
Jane Street
New York
$452K 20,497 +10,364 +102%
CCA
93
Catalyst Capital Advisors
New York
$441K 20,000 – –
AI
94
Atom Investors
Texas
$435K 19,751 +19,751 New
VA
95
Vident Advisory
Georgia
$421K 19,087 +1,090 +6%
1WM
96
1900 Wealth Management
Texas
$403K 18,272 – –
LIA
97
LBMC Investment Advisors
Tennessee
$402K 18,250 – –
GCP
98
GSA Capital Partners
United Kingdom
$394K 17,874 +17,874 New
BA
99
Bard Associates
Illinois
$380K 17,256 – –
DP
100
Dearborn Partners
Illinois
$348K 15,787 -2,637 -14%
2 3
4
5 6