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Capital Southwest
CSWC

168 hedge funds and large institutions have $370M invested in Capital Southwest in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

4% more funds holding

Funds holding: 162 → 168 (+6)

1.62% more ownership

Funds ownership: 26.04% → 27.66% (+1.6%)

3% more capital invested

Capital invested by funds: $357M → $370M (+$12.1M)

44% less call options, than puts

Call options by funds: $7.26M | Put options by funds: $12.9M

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
32
Increased
54
Reduced
47
Closed
21
Calls
$7.26M
Puts
$12.9M
Net Calls
-$5.63M
Net Calls Change
-$8.55M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$29.4M
2
SMH
Sanders Morris Harris
Texas
+$25.2M
3
EF
Empowered Funds
Pennsylvania
+$14M
4
EF
Empirical Finance
Pennsylvania
+$14M
5
Ameriprise
Ameriprise
Minnesota
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$5.72M
2
Goldman Sachs
Goldman Sachs
New York
-$5.07M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.18M
4
BlackRock
BlackRock
New York
-$3.3M
5
Barclays
Barclays
United Kingdom
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$3.26M -$510K -22,539 -13%
FIA
27
Foundations Investment Advisors
Arizona
$3M +$127K +5,605 +4%
NW
28
Naviter Wealth
Arkansas
$2.76M +$573K +25,325 +26%
HCM
29
Hodges Capital Management
Texas
$2.44M +$41K +1,813 +2%
GA
30
GraniteShares Advisors
New York
$2.43M -$285K -12,578 -10%
AAM
31
Advisors Asset Management
Colorado
$2.4M +$112K +4,937 +5%
Ameriprise
32
Ameriprise
Minnesota
$2.35M +$1.93M +85,369 +425%
CIM
33
Confluence Investment Management
Missouri
$2.11M +$261K +11,529 +14%
HF
34
HRT Financial
New York
$2.07M +$685K +30,271 +48%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$2.05M -$52.3K -2,312 -2%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$2.01M +$1.75M +77,498 +578%
FDS
37
First Dallas Securities
Texas
$1.98M -$4.98K -220 -0.2%
BEI
38
Benjamin Edwards Inc
Missouri
$1.95M -$33.6K -1,484 -2%
Jane Street
39
Jane Street
New York
$1.75M +$23.5K +1,038 +1%
SCA
40
SMH Capital Advisors
Texas
$1.73M -$1.74M -76,671 -98%
DA
41
Denali Advisors
California
$1.68M -$9.89K -437 -0.6%
TC
42
Truvestments Capital
Florida
$1.61M +$1.65M +72,746 New
LCWP
43
Legacy Capital Wealth Partners
Arkansas
$1.57M +$112K +4,956 +7%
State Street
44
State Street
Massachusetts
$1.53M +$148K +6,555 +10%
BRWA
45
B. Riley Wealth Advisors
Florida
$1.5M +$1.92K +85 +0.1%
Canada Life
46
Canada Life
Manitoba, Canada
$1.46M -$140K -6,175 -9%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$1.41M +$132K +5,832 +10%
MCM
48
Moerus Capital Management
New York
$1.36M – – –
CAM
49
Cozad Asset Management
Illinois
$1.32M +$169K +7,487 +14%
KAS
50
Kestra Advisory Services
Texas
$1.26M +$283K +12,486 +28%
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CSWC Hedge Fund Activity: Q1 2026 in Review

168 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q1 2026, worth a combined $370M — up 3.4% from $357M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CSWC positions and 21 closed out — a net gain of 11 holders — while 54 added to existing stakes and 47 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $29.4M. The largest seller was VanEck Associates, cutting an estimated $5.72M.

  • 168 institutional investors held Capital Southwest (CSWC) as of Q1 2026, up from 162 in Q4 2025.
  • Funds reported $370M of Capital Southwest stock for Q1 2026, up 3.4% quarter-over-quarter.
  • 32 funds opened new Capital Southwest positions in Q1 2026 and 21 closed out, a net change of +11 holders.
  • The largest Capital Southwest buyer in Q1 2026 was Two Sigma Investments, an estimated $29.4M added.
  • The largest Capital Southwest seller in Q1 2026 was VanEck Associates, an estimated $5.72M sold.

Based on aggregated 13F filings for Q1 2026.