Capital Southwest
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
CSWC Hedge Fund Activity: Q3 2025 in Review
164 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q3 2025, worth a combined $395M — down 9.8% from $438M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of CSWC and 23 opened new positions — a net loss of 10 holders — while 42 trimmed existing stakes and 70 added.
The largest buyer was Trexquant Investment, adding an estimated $3.98M. The largest seller was Balyasny Asset Management, cutting an estimated $11.8M.
- 164 institutional investors held Capital Southwest (CSWC) as of Q3 2025, down from 177 in Q2 2025.
- Funds reported $395M of Capital Southwest stock for Q3 2025, down 9.8% quarter-over-quarter.
- 23 funds opened new Capital Southwest positions in Q3 2025 and 33 closed out, a net change of -10 holders.
- The largest Capital Southwest buyer in Q3 2025 was Trexquant Investment, an estimated $3.98M added.
- The largest Capital Southwest seller in Q3 2025 was Balyasny Asset Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q3 2025.