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Capital Southwest
CSWC
CSWC
164 hedge funds and large institutions have $395M invested in Capital Southwest in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 42
22% more call options, than puts
Call options by funds: $5.51M | Put options by funds: $4.53M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2.48% less ownership
Funds ownership: 32.55% → 30.07% (-2.5%)
7% less funds holding
Funds holding: 177 → 164 (-13)
10% less capital invested
Capital invested by funds: $438M → $395M (-$42.9M)
30% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 33
Holders
164
Holders Change
-13
Holders Change %
-7.34%
% of All Funds
2.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
70
Reduced
42
Closed
33
Calls
$5.51M
Puts
$4.53M
Net Calls
+$977K
Net Calls Change
+$1.77M
Top Buyers
| 1 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$3.98M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
+$3.18M |
| 3 |
Two Sigma Investments
New York
|
+$2.99M |
| 4 |
VanEck Associates
New York
|
+$2.5M |
| 5 |
Neuberger Berman Group
New York
|
+$2.41M |
Top Sellers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.8M |
| 2 |
TA
Tectonic Advisors
Frisco,
Texas
|
-$11.5M |
| 3 |
Millennium Management
New York
|
-$9.03M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.6M |
| 5 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$2.6M |
