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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 %
Simplex Trading
101
Simplex Trading
Illinois
$326K 14,793 +2,895 +24%
CAU
102
Caxton Associates (UK)
$314K 14,257 – –
US Bancorp
103
US Bancorp
Minnesota
$303K 13,756 – –
ACM
104
Aquatic Capital Management
Illinois
$294K 13,329 -9,848 -42%
GC
105
Grimes & Company
Massachusetts
$293K 13,303 -5,296 -28%
GRP
106
Global Retirement Partners
California
$280K 12,695 +12,695 New
GIC
107
Generali Investments CEE
Czech Republic
$278K 12,628 – –
Wells Fargo
108
Wells Fargo
California
$269K 12,200 +4,320 +55%
AIM
109
Aigen Investment Management
New York
$261K 11,822 +11,822 New
WS
110
Wedbush Securities
California
$258K 11,723 +11,723 New
Squarepoint
111
Squarepoint
New York
$256K 11,613 -208 -2%
CWP
112
Core Wealth Partners
California
$254K 11,520 – –
Geode Capital Management
113
Geode Capital Management
Massachusetts
$248K 11,251 – –
PA
114
PharVision Advisers
Florida
$248K 11,249 +11,249 New
QCM
115
Quantinno Capital Management
New York
$240K 10,893 +10,893 New
AAS
116
Avantax Advisory Services
Texas
$239K 10,830 -327 -3%
PCM
117
Palisade Capital Management
New Jersey
$237K 10,747 – –
STA
118
Summit Trail Advisors
New York
$234K 10,630 +10,630 New
HighTower Advisors
119
HighTower Advisors
Illinois
$225K 10,190 +802 +9%
ProShare Advisors
120
ProShare Advisors
Maryland
$218K 9,909 +50 +0.5%
MA
121
Mutual Advisors
Nebraska
$216K 9,244 -8,135 -47%
AWS
122
Atria Wealth Solutions
New York
$215K 9,738 +9,738 New
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$204K 9,272 -170 -2%
Creative Planning
124
Creative Planning
Kansas
$201K 9,114 +9,114 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$186K 8,423 -24,528 -74%
3 4
5
6 7