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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.

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 %
DP
101
Dearborn Partners
Illinois
$348K -$58.1K -2,637 -14%
Simplex Trading
102
Simplex Trading
Illinois
$326K +$63.8K +2,895 +24%
CAU
103
Caxton Associates (UK)
$314K – – –
US Bancorp
104
US Bancorp
Minnesota
$303K – – –
ACM
105
Aquatic Capital Management
Illinois
$294K -$217K -9,848 -42%
GC
106
Grimes & Company
Massachusetts
$293K -$117K -5,296 -28%
GRP
107
Global Retirement Partners
California
$280K +$280K +12,695 New
GIC
108
Generali Investments CEE
Czech Republic
$278K – – –
Wells Fargo
109
Wells Fargo
California
$269K +$95.2K +4,320 +55%
AIM
110
Aigen Investment Management
New York
$261K +$261K +11,822 New
WS
111
Wedbush Securities
California
$258K +$258K +11,723 New
Squarepoint
112
Squarepoint
New York
$256K -$4.58K -208 -2%
CWP
113
Core Wealth Partners
California
$254K – – –
Geode Capital Management
114
Geode Capital Management
Massachusetts
$248K – – –
PA
115
PharVision Advisers
Florida
$248K +$248K +11,249 New
QCM
116
Quantinno Capital Management
New York
$240K +$240K +10,893 New
AAS
117
Avantax Advisory Services
Texas
$239K -$7.21K -327 -3%
PCM
118
Palisade Capital Management
New Jersey
$237K – – –
STA
119
Summit Trail Advisors
New York
$234K +$234K +10,630 New
HighTower Advisors
120
HighTower Advisors
Illinois
$225K +$17.7K +802 +9%
ProShare Advisors
121
ProShare Advisors
Maryland
$218K +$1.1K +50 +0.5%
MA
122
Mutual Advisors
Nebraska
$216K -$190K -8,135 -47%
AWS
123
Atria Wealth Solutions
New York
$215K +$215K +9,738 New
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$204K -$3.75K -170 -2%
Creative Planning
125
Creative Planning
Kansas
$201K +$201K +9,114 New
3 4
5
6 7