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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.

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 %
YIH
176
Y-Intercept (HK)
Hong Kong
– -$296K -13,559 Closed
GCP
177
GSA Capital Partners
United Kingdom
– -$237K -10,880 Closed
Lido Advisors
178
Lido Advisors
California
– -$202K -9,244 Closed
Comerica Bank
179
Comerica Bank
Texas
– -$121K -5,556 Closed
Creative Planning
180
Creative Planning
Kansas
– -$109K -5,000 Closed
BBHC
181
Brown Brothers Harriman & Co
New York
– -$58.5K -2,683 Closed
IA
182
IFP Advisors
Florida
– -$14.2K -650 Closed
CFGS
183
Concourse Financial Group Securities
Alabama
– -$11.2K -500 Closed
RCM
184
Raleigh Capital Management
North Carolina
– -$9.27K -425 Closed
Jones Financial Companies
185
Jones Financial Companies
Missouri
– -$7.09K -325 Closed
WWA
186
Wingate Wealth Advisors
Massachusetts
– -$4.58K -210 Closed
Fidelity Investments
187
Fidelity Investments
Massachusetts
– -$3.27K -150 Closed
QCG
188
Quadrant Capital Group
Ohio
– -$2.29K -105 Closed
CIAM
189
Caitong International Asset Management
Hong Kong
– -$2.16K -99 Closed
MCM
190
Mainstream Capital Management
California
– -$764 -35 Closed
LC
191
Lindbrook Capital
California
– -$284 -13 Closed
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