We are live on
!
Find out more
SWZ
Swiss Helvetia Fund
37 hedge funds and large institutions have $54.9M invested in Swiss Helvetia Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more capital invested
Capital invested by funds: $44.5M → $54.9M (+$10.4M)
0.24% more ownership
Funds ownership: 45.65% → 45.89% (+0.24%)
3% less funds holding
Funds holding: 38 → 37 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.65M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.45M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$860K |
| 4 |
SCM
Saba Capital Management
New York
|
-$728K |
| 5 |
Morgan Stanley
New York
|
-$327K |
