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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$246K +$245K +2,211 New
ECM
52
Evergreen Capital Management
Washington
$244K +$39.9K +360 +20%
US Bancorp
53
US Bancorp
Minnesota
$230K -$50.4K -455 -18%
EWM
54
Evercore Wealth Management
New York
$229K +$228K +2,055 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$167K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$157K -$49.6K -448 -24%
NC
57
North Capital
Utah
$150K +$149K +1,349 New
NL
58
NVWM LLC
Pennsylvania
$144K +$13.8K +125 +11%
KFI
59
Key Financial Inc
Pennsylvania
$133K
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$122K +$17.6K +159 +17%
Comerica Bank
61
Comerica Bank
Texas
$117K -$261K -2,355 -69%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K -$76.2K -688 -41%
WANY
63
Wealthspire Advisors (New York)
New York
$110K +$110K +993 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$104K +$103K +931 New
AAG
65
Armstrong Advisory Group
Massachusetts
$42.4K
SA
66
Scarborough Advisors
Maryland
$35K +$34.9K +315 New
NSG
67
Nalls Sherbakoff Group
Tennessee
$33.4K
HNB
68
Huntington National Bank
Ohio
$21.6K
PA
69
Parallel Advisors
California
$20.6K
RF
70
Roxbury Financial
New Jersey
$15.3K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$14K +$8.86K +80 +160%
NSIM
72
North Star Investment Management
Illinois
$13.9K
IA
73
IFP Advisors
Florida
$11.1K +$11.1K +100 New
SS
74
Sunbelt Securities
Texas
$5.23K +$5.2K +47 New
BTI
75
Blue Trust Inc
Georgia
$5K +$4.98K +45 New

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.