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Invesco CurrencyShares Swiss Franc Trust

77 hedge funds and large institutions have $100M invested in Invesco CurrencyShares Swiss Franc Trust in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.86M

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 7877 (-1)

16.04% less ownership

Funds ownership: 41.36%25.32% (-16%)

52% less capital invested

Capital invested by funds: $208M → $100M (-$108M)

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
32
Reduced
15
Closed
15
Calls
$10.4M
Puts
$3.86M
Net Calls
+$6.52M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Synergy Asset Management
Washington
$690K +$342K +3,086 +100%
PHS
27
Pekin Hardy Strauss
Illinois
$677K +$55.4K +500 +9%
FTUS
28
Flow Traders U.S.
New York
$676K +$171K +1,548 +34%
PI
29
PFG Investments
New York
$657K +$171K +1,548 +36%
Creative Planning
30
Creative Planning
Kansas
$633K +$55.8K +504 +10%
CA
31
Clearstead Advisors
Ohio
$610K +$493K +4,450 +429%
CCA
32
Cooper Capital Advisors
California
$598K +$297K +2,679 +99%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$568K -$1.47M -13,284 -72%
RA
34
RFG Advisory
Alabama
$567K +$1.66K +15 +0.3%
CAM
35
Carret Asset Management
New York
$515K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$512K +$1.22K +11 +0.2%
MCM
37
MAI Capital Management
Ohio
$508K +$505K +4,560 +114,000%
BEAM
38
Baker Ellis Asset Management
Washington
$501K
Bank of America
39
Bank of America
North Carolina
$495K +$130K +1,171 +36%
BPA
40
Beacon Pointe Advisors
California
$492K -$382K -3,450 -44%
Corient Private Wealth
41
Corient Private Wealth
Florida
$457K -$88.6K -800 -16%
Osaic Holdings
42
Osaic Holdings
Arizona
$444K -$62.2K -562 -12%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$402K
WFA
44
Wellspring Financial Advisors
Ohio
$389K
Simplex Trading
45
Simplex Trading
Illinois
$309K +$161K +1,457 +110%
HF
46
HRT Financial
New York
$309K +$308K +2,784 New
MML Investors Services
47
MML Investors Services
Massachusetts
$293K +$291K +2,631 New
DDC
48
DF Dent & Co
Maryland
$285K
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$285K +$283K +2,558 New
Cerity Partners
50
Cerity Partners
New York
$254K +$49.8K +450 +25%

FXF Hedge Fund Activity: Q3 2025 in Review

77 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q3 2025, worth a combined $100M — down 52% from $208M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FXF and 14 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 32 added.

The largest buyer was Citadel Advisors, adding an estimated $4.57M. The largest seller was Stifel Financial, exiting entirely with an estimated $43.8M sold.

  • 77 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q3 2025, down from 78 in Q2 2025.
  • Funds reported $100M of Invesco CurrencyShares Swiss Franc Trust stock for Q3 2025, down 52% quarter-over-quarter.
  • 14 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q3 2025 and 15 closed out, a net change of -1 holder.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q3 2025 was Citadel Advisors, an estimated $4.57M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q3 2025 was Stifel Financial, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2025.