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Capital Southwest

168 hedge funds and large institutions have $370M invested in Capital Southwest in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 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:

1.62% more ownership

Funds ownership: 26.04%27.66% (+1.6%)

3% more capital invested

Capital invested by funds: $357M → $370M (+$12.1M)

44% less call options, than puts

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

Holders
168
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
CTC
126
Central Trust Company
Missouri
$59.7K
FFA
127
Farther Finance Advisors
California
$59.3K
OCM
128
Osbon Capital Management
Massachusetts
$58.6K
Group One Trading
129
Group One Trading
Illinois
$57.6K
WTA
130
Washington Trust Advisors
Massachusetts
$55.3K
EWA
131
EverSource Wealth Advisors
Alabama
$51.5K
SOADOR
132
State of Alaska Department of Revenue
Alaska
$49K
GWM
133
Geneos Wealth Management
Colorado
$42.7K
UBP
134
Union Bancaire Privee
Switzerland
$36.2K
WSFS
135
Wilmington Savings Fund Society
Delaware
$35.4K
TCM
136
Triumph Capital Management
Colorado
$31K
EC
137
Elequin Capital
New York
$26K
Jones Financial Companies
138
Jones Financial Companies
Missouri
$24.8K
BTI
139
Blue Trust Inc
Georgia
$23.3K
QL
140
Quarry LP
New York
$22.8K
NSIM
141
North Star Investment Management
Illinois
$22.7K
NFSG
142
Newbridge Financial Services Group
Florida
$22.1K
LFG
143
Larson Financial Group
Missouri
$22.1K
TRCT
144
Tower Research Capital (TRC)
New York
$17.7K
KCM
145
Key Capital Management
Tennessee
$17.3K
HWA
146
HHM Wealth Advisors
Tennessee
$15.5K
SWM
147
Spire Wealth Management
Virginia
$13.3K
TFA
148
Toth Financial Advisory
Virginia
$13.3K
HIMS
149
Hager Investment Management Services
New Hampshire
$11.1K
AW
150
Avion Wealth
Texas
$11K