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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$9.34M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.52M |
| 3 |
TA
Tectonic Advisors
Frisco,
Texas
|
+$8.31M |
| 4 |
LPL Financial
San Diego,
California
|
+$4M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$27.4M |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$8.22M |
| 3 |
Millennium Management
New York
|
-$4.21M |
| 4 |
MW
Melia Wealth
Tulsa,
Oklahoma
|
-$3.22M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$2.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Citigroup
New York
| – | -$22 | -1 | Closed |
|
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.