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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 %
Invesco
76
Invesco
Georgia
$749K +$134K +6,094 +22%
Verition Fund Management
77
Verition Fund Management
Connecticut
$694K -$50.1K -2,274 -7%
Osaic Holdings
78
Osaic Holdings
Arizona
$660K +$86.6K +3,964 +15%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$629K -$87.2K -3,953 -12%
Mariner
80
Mariner
Kansas
$624K +$190K +8,617 +44%
Bank of America
81
Bank of America
North Carolina
$618K -$740K -33,591 -55%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$594K +$30.5K +1,386 +5%
AGP
83
Autumn Glory Partners
Texas
$573K – – –
NRD
84
Nebula Research & Development
New York
$571K +$571K +25,907 New
SIC
85
Samalin Investment Counsel
New York
$570K +$42.1K +1,909 +8%
DS
86
DRW Securities
Illinois
$551K +$329K +14,915 +148%
ECM
87
ExodusPoint Capital Management
New York
$550K -$311K -14,125 -36%
Barclays
88
Barclays
United Kingdom
$545K -$2.84M -128,753 -84%
GC
89
Guggenheim Capital
Illinois
$542K +$33.1K +1,502 +7%
AWM
90
Apollon Wealth Management
South Carolina
$524K +$50.7K +2,299 +11%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$466K -$363K -16,448 -44%
CCIA
92
Campbell & Co Investment Adviser
Maryland
$460K -$10.8K -489 -2%
Jane Street
93
Jane Street
New York
$452K +$228K +10,364 +102%
CCA
94
Catalyst Capital Advisors
New York
$441K – – –
AI
95
Atom Investors
Texas
$435K +$435K +19,751 New
VA
96
Vident Advisory
Georgia
$421K +$24K +1,090 +6%
1WM
97
1900 Wealth Management
Texas
$403K – – –
LIA
98
LBMC Investment Advisors
Tennessee
$402K – – –
GCP
99
GSA Capital Partners
United Kingdom
$394K +$394K +17,874 New
BA
100
Bard Associates
Illinois
$380K – – –
2 3
4
5 6