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Invesco CurrencyShares Swiss Franc Trust

39 hedge funds and large institutions have $42.2M invested in Invesco CurrencyShares Swiss Franc Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

45% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $1.69M

1% more capital invested

Capital invested by funds: $41.9M → $42.2M (+$229K)

4.12% less ownership

Funds ownership: 29.54%25.42% (-4.1%)

7% less funds holding

Funds holding: 4239 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
8
Closed
9
Calls
$2.45M
Puts
$1.69M
Net Calls
+$763K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.03M -$315K -3,184 -5%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$5.49M +$1.9M +19,214 +54%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.12M +$1.52M +15,344 +60%
ATPW
4
Ashton Thomas Private Wealth
Arizona
$3.13M -$3.52M -35,574 -53%
Jane Street
5
Jane Street
New York
$2.71M +$2.06M +20,818 +334%
CAM
6
Cresset Asset Management
Illinois
$2.01M +$985K +9,967 +99%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$1.95M -$41.6K -421 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.85M -$3.46M -34,955 -65%
NC
9
NewSquare Capital
Pennsylvania
$1.81M -$44K -445 -2%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$1.63M +$33.3K +337 +2%
SPW
11
Sonoma Private Wealth
California
$1.44M +$1.42M +14,351 New
Wells Fargo
12
Wells Fargo
California
$1.21M +$147K +1,483 +14%
TFA
13
Transamerica Financial Advisors
Florida
$1.13M +$147K +1,490 +15%
LPL Financial
14
LPL Financial
California
$1.11M +$836K +8,459 +326%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$818K +$82.6K +836 +11%
FTUS
16
Flow Traders U.S.
New York
$663K -$1.89M -19,151 -74%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$573K +$39K +394 +7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$549K +$540K +5,465 New
RA
19
RFG Advisory
Alabama
$515K +$4.94K +50 +1%
BPA
20
Beacon Pointe Advisors
California
$489K +$27.2K +275 +6%
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$394K
SL
22
SWMG LLC
Texas
$393K +$363K +3,667 New
WFA
23
Wellspring Financial Advisors
Ohio
$351K
BEAM
24
Baker Ellis Asset Management
Washington
$311K +$98.9K +1,000 +48%
UBS Group
25
UBS Group
Switzerland
$296K +$11.8K +119 +4%

FXF Hedge Fund Activity: Q1 2025 in Review

39 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q1 2025, worth a combined $42.2M — up 0.55% from $41.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FXF and 7 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $2.06M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $3.52M.

  • 39 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $42.2M of Invesco CurrencyShares Swiss Franc Trust stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 7 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q1 2025 was Jane Street, an estimated $2.06M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q1 2025 was Ashton Thomas Private Wealth, an estimated $3.52M sold.

Based on aggregated 13F filings for Q1 2025.