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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 %
UBP
1
Union Bancaire Privee
Switzerland
$45.1M +$2.18M +694 +5%
SMH
2
Sanders Morris Harris
Texas
$30.6M -$942K -42,725 -3%
VanEck Associates
3
VanEck Associates
New York
$29.7M +$3.98M +180,368 +15%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$21.7M -$692K -31,400 -3%
UBS Group
5
UBS Group
Switzerland
$17.3M +$10.7M +486,183 +164%
Two Sigma Investments
6
Two Sigma Investments
New York
$16.8M -$822K -37,279 -5%
SIS
7
Sound Income Strategies
Florida
$15.5M +$1.9M +86,185 +14%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$12M -$5.66M -256,856 -32%
Millennium Management
9
Millennium Management
New York
$11.6M +$832K +37,742 +8%
TA
10
Tectonic Advisors
Texas
$11.5M +$1.79M +81,213 +18%
MW
11
Melia Wealth
Oklahoma
$10.2M +$940K +42,665 +10%
ZIG
12
Zuckerman Investment Group
Illinois
$10.1M +$735K +33,355 +8%
Citadel Advisors
13
Citadel Advisors
Florida
$9.02M +$1.67M +75,824 +23%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.97M +$6.39M +289,778 +403%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.4M +$6.4M +290,335 +640%
Legal & General Group
16
Legal & General Group
United Kingdom
$7.33M +$321K +14,573 +5%
BlackRock
17
BlackRock
New York
$7.07M +$1.3M +58,889 +22%
Franklin Resources
18
Franklin Resources
California
$6.41M -$173K -7,861 -3%
CM
19
Columbus Macro
Pennsylvania
$6.41M +$6.41M +290,704 New
Raymond James Financial
20
Raymond James Financial
Florida
$6.32M -$309K -14,003 -5%
EP
21
EPIQ Partners
Minnesota
$5.88M +$251K +11,400 +4%
First Manhattan
22
First Manhattan
New York
$5.71M -$620K -28,150 -10%
HF
23
HRT Financial
New York
$5.34M +$3.4M +154,384 +176%
Morgan Stanley
24
Morgan Stanley
New York
$5.01M +$1.49M +67,598 +42%
BPA
25
Beacon Pointe Advisors
California
$4.99M -$4.15M -188,277 -45%
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