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CAPITAL SOUTHWEST CORP hedge fund holdings

CSWCNASDAQ
$23.52+0.22 (+0.94%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CSWC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+6.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20258251$72.1M$59.6M169Aug 14, 2025
Q3 20256759$37.2M$61.5M155Nov 14, 2025
Q4 20255369$39.3M$68.3M156Feb 14, 2026
Q1 20265256$86.1M$64M160May 15, 2026
Q2 20267644$68.9M$56.4M181Aug 14, 2026

Quarterly action breakdown

Q2 2026
181 filers
New position
31
$25M+1.05M sh
Increased
45
$43.9M+1.84M sh
Reduced
39
-$56M-2.35M sh
Out / sold
5
-$486K-20.5K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Van Eck Associates CorpAdded 35.40%+$9.49M$36.3M0.02%Aug 14, 2026
Tectonic Advisors LLCNew Buy+$8.45M$8.45M0.41%Jul 15, 2026
Sanders Morris Harris LLCReduce 31.60%-$8.35M$18.1M10.48%Jul 7, 2026
Melia Wealth LLCReduce 26.72%-$3.27M$8.98M5.17%Aug 17, 2026
Voloridge Investment Management, LLCReduce 69.28%-$2.43M$1.08M0.00%Aug 14, 2026
Empowered Funds, LLCReduce 15.09%-$2.22M$12.5M0.07%Aug 17, 2026
Empirical Finance, LLCReduce 15.09%-$2.22M$12.5M0.52%Aug 14, 2026
Inspire Advisors, LLCAdded 500.78%+$1.74M$2.09M0.15%Aug 13, 2026
Naviter Wealth, LLCAdded 34.65%+$1.03M$3.99M0.36%Aug 7, 2026
Independent Financial Group, LLCAdded 221.00%+$967K$1.41M0.03%Jul 15, 2026
Navellier & Associates IncNew Buy+$924K$924K0.07%Aug 4, 2026
Brookstone Capital ManagementNew Buy+$920K$920K0.01%Jul 15, 2026
Sound Income Strategies, LLCAdded 3.43%+$737K$22.2M1.00%Jul 20, 2026
Militia Capital Management LLCReduce 28.57%-$713K$1.78M0.05%Aug 12, 2026
Bayshore Capital Advisors, LLCAdded 135.71%+$661K$1.15M0.54%Jul 22, 2026
GEN Financial Management, INC.New Buy+$632K$632K0.38%Jul 24, 2026
First Manhattan Co. LLC.Reduce 11.13%-$500K$3.99M0.01%Aug 14, 2026
&PartnersNew Buy+$438K$438K0.00%Aug 14, 2026
Epiq Partners, LLCReduce 5.87%-$436K$6.99M2.96%Jul 7, 2026
Purpose Unlimited Inc.Sell 100%-$408K$00.00%Aug 13, 2026
Columbus Macro, LLCAdded 4.78%+$406K$8.91M0.87%Jul 22, 2026
GraniteShares Advisors LLCAdded 15.06%+$393K$3.01M1.93%Aug 4, 2026
Black Swift Group, LLCNew Buy+$322K$322K0.05%Aug 13, 2026
Dearborn Partners LLCAdded 71.92%+$319K$762K0.02%Aug 17, 2026
Mission Hills Financial Advisory, LLCNew Buy+$305K$305K0.13%Aug 14, 2026
CANADA LIFE ASSURANCE CoAdded 18.80%+$292K$1.85M0.00%Aug 13, 2026
Arkadios Wealth AdvisorsNew Buy+$283K$283K0.00%Aug 10, 2026
Closed-End Fund Advisors, Inc.Reduce 36.29%-$264K$463K0.45%Jul 27, 2026
Permanent Capital Management, LPNew Buy+$233K$233K0.03%Aug 12, 2026
Muzinich & Co., Inc.Added 2.27%+$230K$10.4M3.54%Jul 27, 2026
Sequoia Financial Advisors, LLCNew Buy+$210K$210K0.00%Jul 17, 2026
Eight 31 Financial, LLCNew Buy+$208K$208K0.12%Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc.Added 2.46%+$166K$6.94M0.00%Jul 30, 2026
Samalin Investment Counsel, LLCReduce 30.05%-$163K$380K0.12%Jul 27, 2026
Virtus Investment Advisers, LLCReduce 28.01%-$150K$384K0.09%Aug 11, 2026
Foundations Investment Advisors, LLCReduce 4.65%-$150K$3.07M0.03%Aug 14, 2026
Cozad Asset Management IncAdded 10.47%+$149K$1.57M0.10%Aug 14, 2026
Truvestments Capital LLCAdded 8.14%+$141K$1.87M0.28%Aug 12, 2026
Benjamin Edwards IncReduce 5.13%-$108K$1.99M0.02%Jul 24, 2026
Eagle Global Advisors LLCAdded 44.55%+$99K$321K0.01%Jul 30, 2026
Denali Advisors LLCReduce 5.05%-$91.1K$1.71M0.17%Aug 10, 2026
IFG Advisory, LLCNew Buy+$83.2K$83.2K0.00%Aug 14, 2026
Legacy Capital Wealth Partners, LLCAdded 4.89%+$82.7K$1.77M0.34%Aug 12, 2026
FCG Investment CoAdded 29.00%+$73.5K$327K0.11%Jul 13, 2026
Greenland Capital Management LPAdded 11.54%+$71.3K$689K0.08%Aug 12, 2026
Wedbush Securities IncAdded 17.69%+$68.9K$458K0.01%Jul 28, 2026
Arlington Capital Management, Inc.Added 12.23%+$62.7K$575K0.36%Jul 24, 2026
Guggenheim Capital LLCAdded 7.99%+$55.5K$750K0.00%Aug 12, 2026
Mraz, Amerine & Associates, Inc.Reduce 9.38%-$54.1K$522K0.07%Jul 16, 2026
Spire Wealth ManagementAdded 366.67%+$52.3K$66.6K0.00%Jul 15, 2026
CENTRAL TRUST CoReduce 77.78%-$49.9K$14.3K0.00%Jul 31, 2026
Highline Wealth Partners LLCNew Buy+$49.8K$49.8K0.01%Jul 15, 2026
Hodges Capital Management Inc.Added 1.82%+$47.7K$2.67M0.18%Aug 3, 2026
Fund Advisors of America IncReduce 10.03%-$43.9K$394K0.36%Aug 11, 2026
Womack Financial LLCReduce 0.75%-$41.3K$5.48M3.62%Aug 14, 2026
SMH Capital Advisors IncAdded 2.18%+$40.6K$1.9M7.46%Aug 13, 2026
Hennion & Walsh Asset Management, Inc.Reduce 2.15%-$32.6K$1.48M0.04%Jul 8, 2026
Symphony Financial, Ltd. Co.Added 2.89%+$27.9K$991K0.11%Aug 4, 2026
Heritage Wealth AdvisorsNew Buy+$23.3K$23.3K0.00%Aug 14, 2026
Quarry LPReduce 91.46%-$22.4K$2.09K0.00%Aug 14, 2026
Core Wealth Partners LLCAdded 6.94%+$19K$293K0.12%Jul 17, 2026
First Dallas Securities Inc.Added 0.87%+$18.5K$2.15M0.71%Aug 3, 2026
SageGuard Financial Group, LLCReduce 5.86%-$13.5K$217K0.03%Jul 27, 2026
Zuckerman Investment Group, LLCReduce 2.58%-$13.5K$508K0.04%Aug 14, 2026
AlphaCore Capital LLCAdded 1.77%+$13.1K$750K0.01%Aug 6, 2026
Belpointe Asset Management LLCReduce 2.83%-$10.6K$365K0.01%Jul 31, 2026
Chilton Capital Management LLCSell 100%-$9.95K$00.00%Aug 4, 2026
Caldwell Sutter Capital, Inc.Reduce 1.08%-$9.51K$870K0.33%Aug 5, 2026
Avion WealthAdded 80.00%+$9.33K$21K0.00%Jul 31, 2026
Triumph Capital ManagementAdded 25.00%+$8.32K$41.6K0.01%Jul 21, 2026
Geneos Wealth Management Inc.Reduce 15.54%-$7.13K$38.7K0.00%Aug 6, 2026
Cornerstone Wealth Management, LLCAdded 0.55%+$5.35K$970K0.04%Jul 22, 2026
Beaird Harris Wealth Management, LLCSell 100%-$4.36K$00.00%Jul 8, 2026
Archer Investment CorpAdded 105.63%+$3.56K$6.92K0.00%Aug 19, 2026
Hollencrest Capital ManagementAdded 2.45%+$2.33K$97.4K0.01%Aug 13, 2026
Capital Analysts, LLCAdded 2.48%+$1.72K$71K0.00%Aug 5, 2026
JFS Wealth Advisors, LLCNew Buy+$1.64K$1.64K0.00%Jul 10, 2026
Key Capital Management, INCReduce 7.16%-$1.33K$17.3K0.01%Jul 28, 2026
Assetmark, IncReduce 88.89%-$568$710.00%Jul 30, 2026
Confluence Investment Management LLCAdded 0.02%+$547$2.27M0.04%Jul 1, 2026
Fiduciary Financial AdvisorsNew Buy+$333$3330.00%Aug 14, 2026
Accel Wealth ManagementAdded 0.10%+$309$298K0.07%Jul 10, 2026
NBT Bank, N.A.Added 3.03%+$23$7980.00%Jul 29, 2026

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