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 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Holders
37
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$7.46M | |
| 2 | +$806K | |
| 3 | +$413K | |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$278K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$137K |
Top Sellers
| 1 | -$3.87M | |
| 2 | -$1.53M | |
| 3 | -$771K | |
| 4 |
Morgan Stanley
New York
|
-$347K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$337K |