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Capital Southwest

168 hedge funds and large institutions have $370M invested in Capital Southwest in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 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:

1.62% more ownership

Funds ownership: 26.04%27.66% (+1.6%)

3% more capital invested

Capital invested by funds: $357M → $370M (+$12.1M)

44% less call options, than puts

Call options by funds: $7.26M | Put options by funds: $12.9M

Holders
168
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
CCM
151
Chilton Capital Management
Texas
$9.95K
DF
152
Dunhill Financial
United Kingdom
$8.85K
Russell Investments Group
153
Russell Investments Group
United Kingdom
$7.7K
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$6.44K
LI
155
LRI Investments
Florida
$5.53K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$4.98K
FHC
157
First Horizon Corporation
Tennessee
$4.42K
BHWM
158
Beaird Harris Wealth Management
Texas
$4.36K
AIC
159
Archer Investment Corporation
Indiana
$3.13K
CIAM
160
Caitong International Asset Management
Hong Kong
$1.37K
DAM
161
Delta Asset Management
Tennessee
$1.33K
NB
162
NBT Bank
New York
$725
HHCP
163
Hilton Head Capital Partners
South Carolina
$664
AssetMark Inc
164
AssetMark Inc
California
$597
DFA
165
DHJJ Financial Advisors
Illinois
$111
PCA
166
PMV Capital Advisers
Texas
$45
HNB
167
Huntington National Bank
Ohio
$44
Citigroup
168
Citigroup
New York
$22
Two Sigma Advisers
169
Two Sigma Advisers
New York
Goldman Sachs
170
Goldman Sachs
New York
Connor, Clark & Lunn Investment Management (CC&L)
171
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
Barclays
172
Barclays
United Kingdom
FCM
173
FJ Capital Management
Virginia
Verition Fund Management
174
Verition Fund Management
Connecticut
SSCM
175
Sovereign's Capital Management
Georgia