SWZ
Swiss Helvetia Fund
41 hedge funds and large institutions have $39.4M invested in Swiss Helvetia Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
3% more capital invested
Capital invested by funds: $38.4M → $39.4M (+$1M)
Holders
41
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$3.69M | |
| 2 | +$1.19M | |
| 3 | +$964K | |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$533K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$532K |
Top Sellers
| 1 | -$4.22M | |
| 2 | -$1.77M | |
| 3 | -$191K | |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$186K |
| 5 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
-$122K |
