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Capital Southwest
CSWC

190 hedge funds and large institutions have $418M invested in Capital Southwest in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

125% more call options, than puts

Call options by funds: $8.06M | Put options by funds: $3.58M

33% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 54

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

13% more capital invested

Capital invested by funds: $370M → $418M (+$48.6M)

13% more funds holding

Funds holding: 168 → 190 (+22)

0.1% more ownership

Funds ownership: 27.78% → 27.88% (+0.1%)

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
35
Increased
72
Reduced
54
Closed
11
Calls
$8.06M
Puts
$3.58M
Net Calls
+$4.47M
Net Calls Change
+$10.1M

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$9.34M
2
UBS Group
UBS Group
Switzerland
+$8.52M
3
TA
Tectonic Advisors
Texas
+$8.31M
4
LPL Financial
LPL Financial
California
+$4M
5
SSA
Schonfeld Strategic Advisors
New York
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$27.4M
2
SMH
Sanders Morris Harris
Texas
-$8.22M
3
Millennium Management
Millennium Management
New York
-$4.21M
4
MW
Melia Wealth
Oklahoma
-$3.22M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
NW
26
Naviter Wealth
Arkansas
$3.99M +$1.01M +43,162 +35%
SSA
27
Schonfeld Strategic Advisors
New York
$3.8M +$3.74M +160,021 New
GWI
28
Grace & White Inc
New York
$3.8M -$117K -5,000 -3%
HF
29
HRT Financial
New York
$3.75M +$1.51M +64,521 +69%
FIA
30
Foundations Investment Advisors
Arizona
$3.07M -$147K -6,292 -5%
GA
31
GraniteShares Advisors
New York
$3.01M +$387K +16,550 +15%
Marshall Wace
32
Marshall Wace
United Kingdom
$2.87M +$2.83M +120,787 New
HCM
33
Hodges Capital Management
Texas
$2.67M +$47K +2,008 +2%
Ameriprise
34
Ameriprise
Minnesota
$2.47M -$38K -1,624 -2%
TI
35
Trexquant Investment
Connecticut
$2.46M +$2.2M +94,073 +979%
AAM
36
Advisors Asset Management
Colorado
$2.34M -$229K -9,781 -9%
XT
37
XTX Topco
Cayman Islands
$2.31M +$1.96M +83,714 +629%
CIM
38
Confluence Investment Management
Missouri
$2.27M +$538 +23 +0%
FDS
39
First Dallas Securities
Texas
$2.15M +$18.2K +777 +0.9%
Citadel Advisors
40
Citadel Advisors
Florida
$2.1M +$2.06M +88,251 New
IA
41
Inspire Advisors
Idaho
$2.09M +$1.71M +73,154 +501%
Bank of America
42
Bank of America
North Carolina
$2.04M +$1.03M +44,237 +106%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$2.01M -$187K -7,978 -9%
BEI
44
Benjamin Edwards Inc
Missouri
$1.99M -$106K -4,528 -5%
State Street
45
State Street
Massachusetts
$1.91M +$266K +11,380 +16%
SCA
46
SMH Capital Advisors
Texas
$1.9M +$40K +1,708 +2%
TC
47
Truvestments Capital
Florida
$1.87M +$139K +5,921 +8%
Canada Life
48
Canada Life
Manitoba, Canada
$1.85M +$289K +12,332 +19%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$1.83M -$321K -13,715 -15%
MCM
50
Militia Capital Management
Texas
$1.78M +$936K +40,000 +114%
1
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3 4 5

CSWC Hedge Fund Activity: Q2 2026 in Review

190 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2026, worth a combined $418M — up 13% from $370M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CSWC positions and 11 closed out — a net gain of 24 holders — while 72 added to existing stakes and 54 trimmed.

The largest buyer was VanEck Associates, adding an estimated $9.34M. The largest seller was Two Sigma Investments, cutting an estimated $27.4M.

  • 190 institutional investors held Capital Southwest (CSWC) as of Q2 2026, up from 168 in Q1 2026.
  • Funds reported $418M of Capital Southwest stock for Q2 2026, up 13% quarter-over-quarter.
  • 35 funds opened new Capital Southwest positions in Q2 2026 and 11 closed out, a net change of +24 holders.
  • The largest Capital Southwest buyer in Q2 2026 was VanEck Associates, an estimated $9.34M added.
  • The largest Capital Southwest seller in Q2 2026 was Two Sigma Investments, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2026.