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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
FFA
126
Farther Finance Advisors
California
$59.3K
OCM
127
Osbon Capital Management
Massachusetts
$58.6K
Group One Trading
128
Group One Trading
Illinois
$57.6K
WTA
129
Washington Trust Advisors
Massachusetts
$55.3K
EWA
130
EverSource Wealth Advisors
Alabama
$51.5K
SOADOR
131
State of Alaska Department of Revenue
Alaska
$49K
GWM
132
Geneos Wealth Management
Colorado
$42.7K
UBP
133
Union Bancaire Privee
Switzerland
$36.2K
WSFS
134
Wilmington Savings Fund Society
Delaware
$35.4K
TCM
135
Triumph Capital Management
Colorado
$31K
EC
136
Elequin Capital
New York
$26K
Jones Financial Companies
137
Jones Financial Companies
Missouri
$24.8K
BTI
138
Blue Trust Inc
Georgia
$23.3K
QL
139
Quarry LP
New York
$22.8K
NSIM
140
North Star Investment Management
Illinois
$22.7K
LFG
141
Larson Financial Group
Missouri
$22.1K
NFSG
142
Newbridge Financial Services Group
Florida
$22.1K
TRCT
143
Tower Research Capital (TRC)
New York
$17.7K
KCM
144
Key Capital Management
Tennessee
$17.3K
HWA
145
HHM Wealth Advisors
Tennessee
$15.5K
SWM
146
Spire Wealth Management
Virginia
$13.3K
TFA
147
Toth Financial Advisory
Virginia
$13.3K
HIMS
148
Hager Investment Management Services
New Hampshire
$11.1K
AW
149
Avion Wealth
Texas
$11K
CCM
150
Chilton Capital Management
Texas
$9.95K