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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
AI
176
Atom Investors
Texas
– -$1.46M -65,809 Closed
ACM
177
Aquatic Capital Management
Illinois
– -$796K -35,950 Closed
CAU
178
Caxton Associates (UK)
– -$582K -26,267 Closed
GCP
179
GSA Capital Partners
United Kingdom
– -$500K -22,564 Closed
Point72 Asset Management
180
Point72 Asset Management
Connecticut
– -$305K -13,784 Closed
CCG
181
Catalina Capital Group
California
– -$264K -11,897 Closed
GC
182
Grimes & Company
Massachusetts
– -$205K -9,261 Closed
BNP Paribas Asset Management
183
BNP Paribas Asset Management
France
– -$81K -3,677 Closed
TH
184
TCTC Holdings
Texas
– -$47.3K -2,136 Closed
1IA
185
1620 Investment Advisors
Massachusetts
– -$11.1K -500 Closed
Nomura Asset Management
186
Nomura Asset Management
Japan
– -$9.9K -447 Closed
FHA
187
Flagship Harbor Advisors
Massachusetts
– -$2.42K -109 Closed
CI
188
CX Institutional
Indiana
– -$2K -100 Closed
EP
189
Essential Partners
California
– -$1.82K -82 Closed
4 5 6 7
8

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.