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Capital Southwest
CSWC
CSWC
162 hedge funds and large institutions have $357M invested in Capital Southwest in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 60 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
116% more call options, than puts
Call options by funds: $5.42M | Put options by funds: $2.51M
4% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 25
1% less funds holding
Funds holding: 164 → 162 (-2)
4.04% less ownership
Funds ownership: 30.07% → 26.04% (-4%)
10% less capital invested
Capital invested by funds: $395M → $357M (-$37.7M)
23% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 60
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
162
Holders Change
-2
Holders Change %
-1.22%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
26
Increased
46
Reduced
60
Closed
25
Calls
$5.42M
Puts
$2.51M
Net Calls
+$2.92M
Net Calls Change
+$1.94M
Top Buyers
Top Sellers
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$29.9M |
| 2 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$7.82M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$5.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.37M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$4.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
XT
176
XTX Topco
George Town,
Cayman Islands
| – | -$236K | -10,798 | Closed |
|
177
Focus Partners Wealth
Boston,
Massachusetts
| – | -$235K | -10,772 | Closed |
|
|
QC
178
Quadrature Capital
London,
United Kingdom
| – | -$232K | -10,605 | Closed |
|
|
CC
179
Centiva Capital
New York
| – | -$226K | -10,358 | Closed |
|
|
KCPT
180
Kingstone Capital Partners Texas
Frisco,
Texas
| – | -$212K | -9,678 | Closed |
|
|
ATC
181
Argent Trust Co
Nashville,
Tennessee
| – | -$203K | -9,294 | Closed |
|
182
BNP Paribas Financial Markets
Paris,
France
| – | -$126K | -5,763 | Closed |
|
|
WANY
183
Wealthspire Advisors (New York)
New York
| – | -$31K | -1,418 | Closed |
|
|
PS
184
Principal Securities
Des Moines,
Iowa
| – | -$10.1K | -462 | Closed |
|
|
AF
185
Advisornet Financial
Minnetonka,
Minnesota
| – | -$6.56K | -300 | Closed |
|
|
JWA
186
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$4.37K | -200 | Closed |
|
187
Citigroup
New York
| – | -$22 | -1 | Closed |
|