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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 Market Value Shares Shares
Change 		Shares
Change %
SMH
1
Sanders Morris Harris
Texas
$32M 1,433,064 +618,480 +76%
VanEck Associates
2
VanEck Associates
New York
$26M 1,166,932 -23,272 -2%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$22.7M 1,014,900 +240,300 +31%
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$17.9M 803,136 -198,063 -20%
Two Sigma Investments
5
Two Sigma Investments
New York
$17.8M 798,500 +124,722 +19%
PAIM
6
Punch & Associates Investment Management
Minnesota
$15.3M 686,513 +14,146 +2%
SIS
7
Sound Income Strategies
Florida
$13.7M 616,016 +37,475 +6%
Millennium Management
8
Millennium Management
New York
$10.9M 488,992 +231,614 +90%
TA
9
Tectonic Advisors
Texas
$9.83M 440,473 +42,465 +11%
ZIG
10
Zuckerman Investment Group
Illinois
$9.53M 427,020 -245,448 -36%
MW
11
Melia Wealth
Oklahoma
$9.43M 422,308 +20,727 +5%
BPA
12
Beacon Pointe Advisors
California
$9.25M 414,489 -75,802 -15%
HCA
13
Harbor Capital Advisors
Illinois
$9.01M 403,826 +4,939 +1%
Citadel Advisors
14
Citadel Advisors
Florida
$7.44M 333,417 +213,100 +177%
Legal & General Group
15
Legal & General Group
United Kingdom
$7.1M 318,173 +7,888 +3%
Raymond James Financial
16
Raymond James Financial
Florida
$6.71M 300,600 +105,845 +54%
Franklin Resources
17
Franklin Resources
California
$6.67M 298,623 +91,293 +44%
UBS Group
18
UBS Group
Switzerland
$6.63M 296,877 +194,471 +190%
First Manhattan
19
First Manhattan
New York
$6.41M 287,136 -14,814 -5%
BlackRock
20
BlackRock
New York
$5.84M 261,831 +28,311 +12%
Goldman Sachs
21
Goldman Sachs
New York
$5.75M 257,672 +183,313 +247%
EP
22
EPIQ Partners
Minnesota
$5.7M 255,400 +255,400 New
Marshall Wace
23
Marshall Wace
United Kingdom
$5.55M 248,748 +146,263 +143%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$5.28M 236,766 +39,137 +20%
LPL Financial
25
LPL Financial
California
$4.41M 197,678 +28,624 +17%
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