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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
AC
76
AlphaCore Capital
California
$750K +$12.9K +550 +2%
OQS
77
Occudo Quantitative Strategies
Florida
$726K +$413K +17,653 +137%
GCM
78
Greenland Capital Management
New York
$689K +$70.2K +3,000 +12%
Osaic Holdings
79
Osaic Holdings
Arizona
$655K +$236K +10,098 +58%
GFM
80
GEN Financial Management
Minnesota
$632K +$622K +26,569 New
JF
81
Jump Financial
Illinois
$628K +$618K +26,405 New
Northern Trust
82
Northern Trust
Illinois
$622K -$11.6K -494 -2%
Millennium Management
83
Millennium Management
New York
$582K -$4.21M -180,067 -88%
ACM
84
Arlington Capital Management
Illinois
$575K +$61.7K +2,637 +12%
Invesco
85
Invesco
Georgia
$571K -$54K -2,309 -9%
Goldman Sachs
86
Goldman Sachs
New York
$554K +$545K +23,312 New
AWM
87
Apollon Wealth Management
South Carolina
$539K -$46K -1,967 -8%
MAA
88
Mraz Amerine & Associates
California
$522K -$53.2K -2,275 -9%
GCP
89
GSA Capital Partners
United Kingdom
$518K +$510K +21,812 New
ZIG
90
Zuckerman Investment Group
Illinois
$508K -$13.2K -566 -3%
CEFA
91
Closed-End Fund Advisors
Virginia
$463K -$260K -11,101 -36%
WS
92
Wedbush Securities
California
$458K +$67.8K +2,898 +18%
P
93
&Partners
Tennessee
$438K +$431K +18,428 New
1WM
94
1900 Wealth Management
Texas
$434K – – –
LIA
95
LBMC Investment Advisors
Tennessee
$434K – – –
FAOAI
96
Fund Advisors of America Inc
Florida
$394K -$43.2K -1,848 -10%
VIA
97
Virtus Investment Advisers
Connecticut
$384K -$147K -6,293 -28%
SIC
98
Samalin Investment Counsel
New York
$380K -$161K -6,876 -30%
Brown Advisory
99
Brown Advisory
Maryland
$375K +$369K +15,770 New
BAM
100
Belpointe Asset Management
Nevada
$365K -$10.5K -447 -3%
2 3
4
5 6

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.