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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 %
TRCT
151
Tower Research Capital (TRC)
New York
$41.4K +$41.1K +1,863 +13,307%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$34.5K – – –
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$34.2K -$22 -1 -0.1%
FFO
154
Fortitude Family Office
Arizona
$30.9K +$30.9K +1,400 New
PC
155
Promus Capital
Illinois
$30.5K – – –
NSIM
156
North Star Investment Management
Illinois
$22.6K +$11K +497 +94%
LFG
157
Larson Financial Group
Missouri
$22K – – –
NA
158
NewEdge Advisors
Louisiana
$14.1K -$386K -17,519 -96%
TFA
159
Toth Financial Advisory
Virginia
$13.2K -$1.54K -70 -10%
SWM
160
Spire Wealth Management
Virginia
$13.2K – – –
RI
161
Ridgewood Investments
New Jersey
$11K – – –
HIMS
162
Hager Investment Management Services
New Hampshire
$11K – – –
HWA
163
HHM Wealth Advisors
Tennessee
$11K – – –
IA
164
IFP Advisors
Florida
$10.5K +$10.5K +475 New
DF
165
Dunhill Financial
United Kingdom
$8.82K +$8.82K +400 New
AF
166
Advisornet Financial
Minnesota
$6.61K -$6.79K -308 -51%
LI
167
LRI Investments
Florida
$5.51K – – –
AEPWM
168
Atlantic Edge Private Wealth Management
Florida
$4.41K – – –
DAM
169
Delta Asset Management
Tennessee
$1.54K – – –
NB
170
NBT Bank
New York
$668 – – –
CIAM
171
Caitong International Asset Management
Hong Kong
$419 +$419 +19 New
DFA
172
DHJJ Financial Advisors
Illinois
$111 – – –
HNB
173
Huntington National Bank
Ohio
$44 – – –
PAIM
174
Punch & Associates Investment Management
Minnesota
– -$15.3M -686,513 Closed
HCA
175
Harbor Capital Advisors
Illinois
– -$9.01M -403,826 Closed
4 5 6
7
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