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Invesco CurrencyShares Swiss Franc Trust
FXF

78 hedge funds and large institutions have $208M invested in Invesco CurrencyShares Swiss Franc Trust in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

539% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $3.56M

393% more capital invested

Capital invested by funds: $42.2M → $208M (+$166M)

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

100% more funds holding

Funds holding: 39 → 78 (+39)

15.93% more ownership

Funds ownership: 25.42% → 41.36% (+16%)

Holders
78
Holders Change
+39
Holders Change %
+100%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
20
Reduced
6
Closed
5
Calls
$22.8M
Puts
$3.56M
Net Calls
+$19.2M
Net Calls Change
+$18.4M

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$42.1M
2
BEI
Benjamin Edwards Inc
Missouri
+$36.8M
3
CIM
Confluence Investment Management
Missouri
+$15.4M
4
HCM
Hengehold Capital Management
Ohio
+$10.7M
5
Morgan Stanley
Morgan Stanley
New York
+$7.28M

Top Sellers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
-$2.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$977K
3
ATPW
Ashton Thomas Private Wealth
Arizona
-$740K
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$394K
5
SL
SWMG LLC
Texas
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$973K +$935K +8,704 New
EMAM
27
Encompass More Asset Management
California
$952K +$914K +8,513 New
HP
28
Haven Private
Florida
$923K +$887K +8,258 New
Citadel Advisors
29
Citadel Advisors
Florida
$910K +$874K +8,138 New
BPA
30
Beacon Pointe Advisors
California
$880K +$322K +3,000 +62%
JIR
31
James Investment Research
Ohio
$818K +$786K +7,316 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$732K +$90.2K +840 +15%
PHS
33
Pekin Hardy Strauss
Illinois
$625K +$600K +5,590 New
Creative Planning
34
Creative Planning
Kansas
$580K +$557K +5,187 New
RA
35
RFG Advisory
Alabama
$568K -$5.37K -50 -1%
AI
36
Atria Investments
North Carolina
$552K +$531K +4,941 New
Corient Private Wealth
37
Corient Private Wealth
Florida
$549K +$527K +4,908 New
CAM
38
Carret Asset Management
New York
$518K +$497K +4,630 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$514K +$410K +3,816 +490%
Osaic Holdings
40
Osaic Holdings
Arizona
$510K +$486K +4,523 +10,769%
FTUS
41
Flow Traders U.S.
New York
$507K -$223K -2,075 -31%
BEAM
42
Baker Ellis Asset Management
Washington
$503K +$150K +1,400 +45%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$488K +$469K +4,364 New
PI
44
PFG Investments
New York
$487K +$468K +4,357 New
EA
45
Efficient Advisors
Ohio
$421K +$404K +3,762 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$404K -$199K -1,855 -34%
WFA
47
Wellspring Financial Advisors
Ohio
$391K – – –
Comerica Bank
48
Comerica Bank
Texas
$381K +$334K +3,109 +1,036%
Bank of America
49
Bank of America
North Carolina
$367K +$352K +3,273 +32,730%
KWM
50
Kingsview Wealth Management
Oregon
$358K +$344K +3,201 New
1
2
3 4

FXF Hedge Fund Activity: Q2 2025 in Review

78 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q2 2025, worth a combined $208M — up 393% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FXF positions and 5 closed out — a net gain of 39 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $42.1M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $2.01M sold.

  • 78 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $208M of Invesco CurrencyShares Swiss Franc Trust stock for Q2 2025, up 393% quarter-over-quarter.
  • 44 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q2 2025 and 5 closed out, a net change of +39 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q2 2025 was Stifel Financial, an estimated $42.1M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q2 2025 was Cresset Asset Management, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2025.