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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.

New
Increased
Maintained
Reduced
Closed
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 %
PI
126
PFG Investments
New York
$207K +$207K +9,264 New
Wells Fargo
127
Wells Fargo
California
$176K -$450K -20,142 -72%
HCM
128
Hollencrest Capital Management
California
$153K +$3.88K +174 +3%
WTA
129
Washington Trust Advisors
Massachusetts
$112K – – –
RWM
130
Rialto Wealth Management
New York
$107K – – –
PA
131
Parallel Advisors
California
$98.3K -$4.73K -212 -5%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$89.3K – – –
GWM
133
Geneos Wealth Management
Colorado
$86.2K +$39.5K +1,770 +85%
Citigroup
134
Citigroup
New York
$66.8K +$9.08K +407 +16%
BTI
135
Blue Trust Inc
Georgia
$66.1K +$6.45K +289 +11%
MCM
136
MAI Capital Management
Ohio
$59.3K -$379 -17 -0.6%
CAL
137
Capital Analysts LLC
Pennsylvania
$58K +$1.46K +66 +3%
GC
138
Garde Capital
Washington
$53.6K +$53.6K +2,401 New
EWA
139
EverSource Wealth Advisors
Alabama
$52.7K -$134 -6 -0.3%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$52K +$5.62K +250 +12%
TH
141
TCTC Holdings
Texas
$47.7K – – –
S
142
SignatureFD
Georgia
$36.5K -$3.37K -151 -8%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$35K – – –
Group One Trading
144
Group One Trading
Illinois
$33.4K +$33.4K +1,496 New
AG
145
AmeriFlex Group
Nevada
$32.6K – – –
PC
146
Promus Capital
Illinois
$30.9K – – –
QL
147
Quarry LP
New York
$30.2K -$17.3K -775 -36%
Nomura Asset Management
148
Nomura Asset Management
Japan
$30.1K -$19.4K -870 -39%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$27.9K -$6.08K -338 -18%
LFG
150
Larson Financial Group
Missouri
$22.3K – – –
4 5
6
7 8