Capital Southwest Corp (CSWC) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Capital Southwest Corp (CSWC) following the 2026 Q2 hedge fund 13F filings?

As of today, CSWC has moved +0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of +1.5%. Since the quarter end (June 30, 2026), CSWC gained +5.0% vs +7.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Capital Southwest Corp (CSWC)

190 + Investors. Track Smart Money conviction in CSWC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CSWC

Based on 191 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added CSWC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

191 hedge funds hold CSWC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

108 buying70 selling

Last quarter: 108 funds were net buyers (35 opened a brand new position + 73 added to an existing one). Only 70 were sellers (54 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 26 → 26 → 33 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 20% medium ■ 25% new

105 out of 191 hedge funds have held CSWC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

32 → 26 → 26 → 33 → 35 new funds/Q

New funds entering each quarter: 26 → 26 → 33 → 35. A growing number of institutions are discovering CSWC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 14% 1-2yr ■ 28% new

Entry-cohort mix of 196 holders: 115 (59%) are 2+ year veterans, 27 entered 1–2 years ago, and 54 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

32 of 190 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	190	172	10.47%
13F Shares	18M	19M	-7.34%
Total Value	$421M	$396M	6.44%
New Positions	35	33	+2
Increased Positions	72	55	+17
Closed Positions	16	25	-9
Reduced Positions	53	47	+6
Total Calls	3	3	-
Total Puts	3	3	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

190

172

10.47%

13F Shares

18M

19M

-7.34%

Total Value

$421M

$396M

6.44%

New Positions

Increased Positions

+17

Closed Positions

-9

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

190 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSWC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CSWC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sanders Morris Harris LLC	10.48%	759,992	$18.1M
2	Smh Capital Advisors Inc	7.46%	80,072	$1.9M
3	Melia Wealth LLC	5.17%	377,760	$9.0M
4	Womack Financial LLC	3.62%	230,538	$5.5M
5	Muzinich & Co., Inc.	3.54%	435,909	$10.4M
6	Epiq Partners, LLC	2.96%	294,003	$7.0M
7	GraniteShares Advisors LLC	1.93%	126,444	$3.0M
8	Sound Income Strategies, LLC	1.00%	934,321	$22.2M
9	Columbus Macro, LLC	0.87%	374,871	$8.9M
10	First Dallas Securities Inc.	0.71%	90,468	$2.2M
11	Moerus Capital Management LLC	0.65%	61,698	$1.5M
12	Grace & White Inc /Ny	0.60%	159,697	$3.8M
13	Bayshore Capital Advisors, LLC	0.54%	48,320	$1.1M
14	Empirical Finance, LLC	0.52%	525,500	$12.5M
15	Closed-End Fund Advisors, Inc.	0.45%	19,487	$463K
16	Tectonic Advisors LLC	0.41%	355,370	$8.4M
17	GEN Financial Management, INC.	0.38%	26,569	$632K
18	Naviter Wealth, LLC	0.36%	167,732	$4.0M
19	Arlington Capital Management, Inc.	0.36%	24,202	$575K
20	Fund Advisors of America Inc/FL	0.36%	16,578	$394K
21	Legacy Capital Wealth Partners, LLC	0.34%	74,653	$1.8M
22	Caldwell Sutter Capital, INC.	0.33%	36,618	$870K
23	Truvestments Capital LLC	0.28%	78,667	$1.9M
24	Hodges Capital Management Inc.	0.18%	112,283	$2.7M
25	Denali Advisors LLC	0.17%	72,014	$1.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Capital Southwest Corp (CSWC)

What does the Smart Money Trend signal show for CSWC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CSWC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSWC?

More buyers than sellers — 61% buying: Last quarter: 108 funds were net buyers (35 opened a brand new position + 73 added to an existing one). Only 70 were sellers (54 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSWC holders?

Strong quality — 33% AUM from major funds: 32 of 190 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CSWC?

55% of holders stayed for 2+ years: 105 out of 191 hedge funds have held CSWC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Capital Southwest Corp (CSWC) following the 2026 Q2 hedge fund 13F filings?

As of today, CSWC has moved +0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of +1.5%. Since the quarter end (June 30, 2026), CSWC has gained +5.0% vs +7.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Capital Southwest Corp (CSWC)

Smart Money Signals — CSWC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~35 new funds per quarter

55% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 59% veterans vs 28% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — CSWC

Hedge Fund Ownership: CSWC

Market Analysis: CSWC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CSWC

Is It Too Late to Buy Capital Southwest Corp (CSWC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CSWC

Statistics: CSWC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Southwest Corp (CSWC)

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