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Invesco CurrencyShares Swiss Franc Trust

81 hedge funds and large institutions have $109M invested in Invesco CurrencyShares Swiss Franc Trust in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $8.96M | Put options by funds: $2.82M

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

9% more capital invested

Capital invested by funds: $100M → $109M (+$9.22M)

5% more funds holding

Funds holding: 7781 (+4)

2.24% more ownership

Funds ownership: 25.32%27.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
19
Closed
11
Calls
$8.96M
Puts
$2.82M
Net Calls
+$6.14M
Net Calls Change
-$386K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.4M +$1.22M +10,991 +11%
HCM
2
Hengehold Capital Management
Ohio
$11.3M +$27.5K +248 +0.2%
ACM
3
Avalon Capital Management
California
$9.35M +$7.56M +68,305 +441%
Raymond James Financial
4
Raymond James Financial
Florida
$7.65M +$22.3K +201 +0.3%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$6.52M -$2.22M -20,024 -26%
MA
6
MONECO Advisors
Connecticut
$5.11M +$2.02M +18,287 +66%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.75M +$55.7K +503 +1%
Wells Fargo
8
Wells Fargo
California
$3.79M -$4.15M -37,464 -52%
Jane Street
9
Jane Street
New York
$3.66M +$3.63M +32,798 New
ATPW
10
Ashton Thomas Private Wealth
Arizona
$2.71M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.56M +$1.19M +10,782 +88%
FTUS
12
Flow Traders U.S.
New York
$2.55M +$1.86M +16,805 +276%
RCG
13
Ridge Creek Global
Ohio
$2.41M +$2.39M +21,553 New
TFA
14
Transamerica Financial Advisors
Florida
$2.1M -$26.2K -237 -1%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.06M -$9.19K -83 -0.4%
NC
16
NewSquare Capital
Pennsylvania
$1.98M -$203K -1,832 -9%
OC
17
Oppenheimer & Co
New York
$1.82M +$829K +7,492 +85%
SPW
18
Sonoma Private Wealth
California
$1.81M +$60.8K +549 +3%
UBS Group
19
UBS Group
Switzerland
$1.75M +$452K +4,086 +35%
Bank of America
20
Bank of America
North Carolina
$1.7M +$1.19M +10,781 +242%
LPL Financial
21
LPL Financial
California
$1.6M +$24.8K +224 +2%
PFA
22
Pure Financial Advisors
California
$1.51M
PHS
23
Pekin Hardy Strauss
Illinois
$1.14M +$459K +4,150 +68%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.02M +$104K +939 +11%
Corient Private Wealth
25
Corient Private Wealth
Florida
$889K +$427K +3,858 +94%