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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$29.4M |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$25.2M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$14M |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$5.72M |
| 2 |
Goldman Sachs
New York
|
-$5.07M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$4.18M |
| 4 |
BlackRock
New York
|
-$3.3M |
| 5 |
Barclays
London,
United Kingdom
|
-$2.16M |
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.