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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 %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$313K +$69.8K +3,118 +29%
US Bancorp
102
US Bancorp
Minnesota
$307K +$1.25K +56 +0.4%
UBP
103
Union Bancaire Privee
Switzerland
$305K – – –
CCG
104
Catalina Capital Group
California
$296K – – –
GIC
105
Generali Investments CEE
Czech Republic
$282K +$282K +12,628 New
Simplex Trading
106
Simplex Trading
Illinois
$265K +$265K +11,898 New
Northern Trust
107
Northern Trust
Illinois
$264K -$392K -17,550 -60%
Squarepoint
108
Squarepoint
New York
$264K +$264K +11,821 New
SM
109
Sciencast Management
New Jersey
$261K +$261K +11,696 New
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$259K +$259K +11,603 New
CWP
111
Core Wealth Partners
California
$257K – – –
OAM
112
Oxford Asset Management
United Kingdom
$254K +$254K +11,392 New
Geode Capital Management
113
Geode Capital Management
Massachusetts
$251K – – –
AAS
114
Avantax Advisory Services
Texas
$249K -$111K -4,963 -31%
Corient Private Wealth
115
Corient Private Wealth
Florida
$245K -$126K -5,624 -34%
PCM
116
Palisade Capital Management
New Jersey
$240K -$109K -4,900 -31%
Jane Street
117
Jane Street
New York
$226K -$259K -11,615 -53%
DS
118
DRW Securities
Illinois
$225K +$225K +10,070 New
TC
119
TownSquare Capital
Utah
$221K +$221K +9,912 New
ProShare Advisors
120
ProShare Advisors
Maryland
$220K +$220K +9,859 New
TWM
121
TCFG Wealth Management
California
$219K – – –
ECM
122
Evergreen Capital Management
Washington
$218K – – –
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$211K -$491 -22 -0.2%
HighTower Advisors
124
HighTower Advisors
Illinois
$210K +$1.63K +73 +0.8%
Wolverine Trading
125
Wolverine Trading
Illinois
$209K +$1.66K +74 +0.8%
3 4
5
6 7