SWZ
Swiss Helvetia Fund
SWZ
SWZ
39 hedge funds and large institutions have $38.4M invested in Swiss Helvetia Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 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: →
30% less capital invested
Capital invested by funds: $54.9M → $38.4M (-$16.5M)
Holders
39
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$4.22M | |
| 2 | +$995K | |
| 3 | +$981K | |
| 4 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
+$951K |
| 5 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$738K |
Top Sellers
| 1 | -$5.82M | |
| 2 | -$1.51M | |
| 3 | -$882K | |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$369K |
| 5 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
-$265K |