Capital Southwest
CSWC
CSWC
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
1.49% less ownership
Funds ownership: 33.53% → 32.04% (-1.5%)
20% less call options, than puts
Call options by funds: $3.1M | Put options by funds: $3.9M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
173
Holding in Top 10
3
Calls
$3.1M
Puts
$3.9M
Top Buyers
| 1 | +$10.7M | |
| 2 | +$6.41M | |
| 3 | +$6.4M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.39M |
| 5 |
VanEck Associates
New York
|
+$3.98M |
Top Sellers
| 1 | -$15.3M | |
| 2 | -$9.01M | |
| 3 | -$5.66M | |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$4.15M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.82M |
