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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 %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$186K -$541K -24,528 -74%
HCM
127
Hollencrest Capital Management
California
$155K +$3.97K +180 +3%
WTA
128
Washington Trust Advisors
Massachusetts
$110K – – –
RWM
129
Rialto Wealth Management
New York
$106K – – –
AF
130
Allworth Financial
California
$101K +$101K +4,600 New
PA
131
Parallel Advisors
California
$92.2K -$4.78K -217 -5%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$88.2K – – –
QL
133
Quarry LP
New York
$81.9K +$52.1K +2,364 +175%
FFA
134
Farther Finance Advisors
California
$81.5K +$72.3K +3,281 +787%
MCM
135
MAI Capital Management
Ohio
$77.7K +$19.1K +865 +33%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$77.1K +$66.1K +3,000 +600%
NFSG
137
Newbridge Financial Services Group
Florida
$70K +$70K +3,176 New
BTI
138
Blue Trust Inc
Georgia
$69.4K +$4.08K +185 +6%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$65K +$13.6K +615 +27%
EWA
140
EverSource Wealth Advisors
Alabama
$61.4K +$9.43K +428 +18%
CAL
141
Capital Analysts LLC
Pennsylvania
$59K +$1.52K +69 +3%
FHA
142
First Horizon Advisors
Tennessee
$57.9K +$53.5K +2,428 +1,214%
VM
143
VPR Management
Texas
$55.1K +$55.1K +2,500 New
S
144
SignatureFD
Georgia
$54.7K +$18.7K +849 +52%
GC
145
Garde Capital
Washington
$52.9K – – –
PHK
146
Point72 Hong Kong
Hong Kong
$48.2K +$48.2K +2,189 New
TH
147
TCTC Holdings
Texas
$47.1K – – –
Nomura Asset Management
148
Nomura Asset Management
Japan
$47.1K +$17.4K +788 +59%
GWM
149
Geneos Wealth Management
Colorado
$42.5K -$42.5K -1,930 -50%
PAS
150
Point72 Asia (Singapore)
Singapore
$41.7K +$41.7K +1,894 New
4 5
6
7 8