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Capital Southwest

167 hedge funds and large institutions have $368M invested in Capital Southwest in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.52% more ownership

Funds ownership: 26.04%27.56% (+1.5%)

3% more capital invested

Capital invested by funds: $357M → $368M (+$10.8M)

44% less call options, than puts

Call options by funds: $7.26M | Put options by funds: $12.9M

Holders
167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.26M
Puts
$12.9M
Net Calls
Net Calls Change

Top Sellers

1 -$5.72M
2 -$5.07M
3 -$4.18M
4
BlackRock
BlackRock
New York
-$3.3M
5
Barclays
Barclays
United Kingdom
-$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$242K
FIC
102
FCG Investment Company
Tennessee
$236K
Creative Planning
103
Creative Planning
Kansas
$220K
HighTower Advisors
104
HighTower Advisors
Illinois
$216K
SFG
105
SageGuard Financial Group
Tennessee
$214K
Squarepoint
106
Squarepoint
New York
$213K
TI
107
Trexquant Investment
Connecticut
$213K
EGA
108
Eagle Global Advisors
Texas
$207K
VA
109
Vident Advisory
Georgia
$206K
VM
110
VPR Management
Texas
$188K
Simplex Trading
111
Simplex Trading
Illinois
$160K
LSA
112
Leonteq Securities AG
Switzerland
$155K
AF
113
Allworth Financial
California
$124K
RWM
114
Rialto Wealth Management
New York
$106K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$103K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$97.5K
PA
117
Parallel Advisors
California
$92.6K
HCM
118
Hollencrest Capital Management
California
$88.4K
Wells Fargo
119
Wells Fargo
California
$88.2K
S
120
SignatureFD
Georgia
$75.4K
BH
121
Burk Holdings
Oklahoma
$67.9K
MCM
122
MAI Capital Management
Ohio
$67.5K
CAL
123
Capital Analysts LLC
Pennsylvania
$64K
WAM
124
Weiss Asset Management
Massachusetts
$63.1K
CTC
125
Central Trust Company
Missouri
$59.7K