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Invesco CurrencyShares Swiss Franc Trust

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: 3978 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$43.8M +$42.1M +391,893 New
BEI
2
Benjamin Edwards Inc
Missouri
$38.3M +$36.8M +342,214 New
CIM
3
Confluence Investment Management
Missouri
$16M +$15.4M +143,339 New
Morgan Stanley
4
Morgan Stanley
New York
$14.3M +$7.28M +67,790 +113%
HCM
5
Hengehold Capital Management
Ohio
$11.1M +$10.7M +99,594 New
CIBC World Market
6
CIBC World Market
Ontario, Canada
$8.72M +$2.5M +23,293 +43%
Wells Fargo
7
Wells Fargo
California
$8.16M +$6.54M +60,913 +504%
Raymond James Financial
8
Raymond James Financial
Florida
$7.33M +$7.04M +65,526 New
HW
9
Hamilton Wealth
California
$6.91M +$6.64M +61,780 New
HighTower Advisors
10
HighTower Advisors
Illinois
$4.67M +$81.2K +756 +2%
Jane Street
11
Jane Street
New York
$3.13M +$102K +952 +4%
MA
12
MONECO Advisors
Connecticut
$3.06M +$2.94M +27,396 New
LPL Financial
13
LPL Financial
California
$2.8M +$1.5M +13,997 +127%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$2.72M -$740K -6,888 -22%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.06M -$111K -1,038 -5%
NC
16
NewSquare Capital
Pennsylvania
$2.03M +$11.1K +103 +0.6%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.98M +$157K +1,458 +9%
TFA
18
Transamerica Financial Advisors
Florida
$1.95M +$658K +6,123 +54%
SPW
19
Sonoma Private Wealth
California
$1.83M +$220K +2,051 +14%
ACM
20
Avalon Capital Management
California
$1.75M +$1.68M +15,637 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.67M +$726K +6,760 +83%
PFA
22
Pure Financial Advisors
California
$1.51M +$1.45M +13,499 New
UBS Group
23
UBS Group
Switzerland
$1.08M +$717K +6,674 +226%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.04M -$977K -9,100 -49%
Renaissance Technologies
25
Renaissance Technologies
New York
$984K +$945K +8,800 New

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.