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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 %
TFA
151
Toth Financial Advisory
Virginia
$15K – – –
AF
152
Advisornet Financial
Minnesota
$13.6K +$13.6K +608 New
SWM
153
Spire Wealth Management
Virginia
$13.4K – – –
NSIM
154
North Star Investment Management
Illinois
$11.8K +$11.8K +528 New
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$11.2K -$49.1K -2,200 -81%
RI
156
Ridgewood Investments
New Jersey
$11.2K – – –
HWA
157
HHM Wealth Advisors
Tennessee
$11.2K – – –
HIMS
158
Hager Investment Management Services
New Hampshire
$11.2K +$11.2K +500 New
FFA
159
Farther Finance Advisors
California
$9.36K +$8.93K +398 +2,095%
LI
160
LRI Investments
Florida
$5.58K +$5.58K +250 New
SWC
161
Spectrum Wealth Counsel
Indiana
$5.13K – – –
RCA
162
Runnymede Capital Advisors
Ohio
$4.82K +$4.82K +216 New
HCP
163
Hexagon Capital Partners
Arkansas
$4.51K +$4.51K +202 New
AEPWM
164
Atlantic Edge Private Wealth Management
Florida
$4.46K – – –
FHA
165
First Horizon Advisors
Tennessee
$4.46K +$4.46K +200 New
DAM
166
Delta Asset Management
Tennessee
$1.56K – – –
AIC
167
Archer Investment Corporation
Indiana
$1.24K +$44 +2 +4%
NB
168
NBT Bank
New York
$659 +$659 +30 New
TRCT
169
Tower Research Capital (TRC)
New York
$312 -$1.11K -50 -78%
SWA
170
SOA Wealth Advisors
New York
$246 – – –
DFA
171
DHJJ Financial Advisors
Illinois
$112 – – –
HNB
172
Huntington National Bank
Ohio
$45 – – –
MML Investors Services
173
MML Investors Services
Massachusetts
– -$2.61M -119,721 Closed
VEA
174
Virtus ETF Advisers
New York
– -$784K -35,931 Closed
CIA
175
Concurrent Investment Advisors
Florida
– -$302K -13,842 Closed
4 5 6
7
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