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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 %
Osaic Holdings
76
Osaic Holdings
Arizona
$586K -$3.57K -160 -0.6%
AGP
77
Autumn Glory Partners
Texas
$580K +$134K +6,000 +30%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$571K -$1.7M -76,064 -75%
SIC
79
Samalin Investment Counsel
New York
$535K +$27.9K +1,251 +6%
ACM
80
Aquatic Capital Management
Illinois
$517K -$797K -35,687 -61%
GC
81
Guggenheim Capital
Illinois
$516K -$11.3K -508 -2%
NFC
82
Northeast Financial Consultants
Connecticut
$488K +$488K +21,867 New
AWM
83
Apollon Wealth Management
South Carolina
$480K +$18.2K +817 +4%
CCIA
84
Campbell & Co Investment Adviser
Maryland
$477K -$307K -13,738 -39%
CCA
85
Catalyst Capital Advisors
New York
$446K – – –
Mariner
86
Mariner
Kansas
$440K +$107K +4,783 +32%
EGM
87
Engineers Gate Manager
New York
$437K +$437K +19,587 New
GC
88
Grimes & Company
Massachusetts
$415K +$415K +18,599 New
DP
89
Dearborn Partners
Illinois
$411K -$11.9K -531 -3%
1WM
90
1900 Wealth Management
Texas
$408K – – –
LIA
91
LBMC Investment Advisors
Tennessee
$407K – – –
NA
92
NewEdge Advisors
Louisiana
$405K -$21.7K -971 -5%
VA
93
Vident Advisory
Georgia
$402K +$169K +7,576 +73%
BA
94
Bard Associates
Illinois
$385K – – –
LF
95
Lansforsakringar Fondforvaltning
Sweden
$360K +$360K +16,133 New
USCWA
96
U.S. Capital Wealth Advisors
Texas
$357K +$335 +15 +0.1%
MA
97
Mutual Advisors
Nebraska
$352K +$352K +17,379 New
OC
98
Oppenheimer & Co
New York
$334K -$268 -12 -0.1%
State Street
99
State Street
Massachusetts
$320K +$320K +14,335 New
CAU
100
Caxton Associates (UK)
$318K +$318K +14,257 New
2 3
4
5 6