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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 %
TCWM
176
Total Clarity Wealth Management
Illinois
– -$1.23M -56,305 Closed
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
– -$853K -38,238 Closed
AC
178
AlphaCore Capital
California
– -$621K -27,810 Closed
NFC
179
Northeast Financial Consultants
Connecticut
– -$488K -21,867 Closed
LF
180
Lansforsakringar Fondforvaltning
Sweden
– -$360K -16,133 Closed
USCWA
181
U.S. Capital Wealth Advisors
Texas
– -$357K -16,015 Closed
OC
182
Oppenheimer & Co
New York
– -$334K -14,943 Closed
Mirae Asset Global Investments
183
Mirae Asset Global Investments
South Korea
– -$313K -14,000 Closed
CCG
184
Catalina Capital Group
California
– -$296K -13,240 Closed
SM
185
Sciencast Management
New Jersey
– -$261K -11,696 Closed
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
– -$259K -11,603 Closed
OAM
187
Oxford Asset Management
United Kingdom
– -$254K -11,392 Closed
Corient Private Wealth
188
Corient Private Wealth
Florida
– -$245K -10,957 Closed
TC
189
TownSquare Capital
Utah
– -$221K -9,912 Closed
TWM
190
TCFG Wealth Management
California
– -$219K -9,800 Closed
ECM
191
Evergreen Capital Management
Washington
– -$218K -9,750 Closed
Wolverine Trading
192
Wolverine Trading
Illinois
– -$209K -9,339 Closed
PI
193
PFG Investments
New York
– -$207K -9,264 Closed
Citigroup
194
Citigroup
New York
– -$66.8K -2,994 Closed
Group One Trading
195
Group One Trading
Illinois
– -$33.4K -1,496 Closed
AG
196
AmeriFlex Group
Nevada
– -$32.6K -1,462 Closed
RCA
197
Runnymede Capital Advisors
Ohio
– -$4.82K -216 Closed
HCP
198
Hexagon Capital Partners
Arkansas
– -$4.51K -202 Closed
AIC
199
Archer Investment Corporation
Indiana
– -$1.24K -56 Closed
SWA
200
SOA Wealth Advisors
New York
– -$246 -11 Closed
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