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SWZ

Swiss Helvetia Fund
SWZ

Fund managers haven’t disclosed any holdings of SWZ yet.

SWZ Hedge Fund Activity: Q1 2026 in Review

42 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q1 2026, worth a combined $29.6M — down 43% from $52M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SWZ positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 19 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.13M. The largest seller was Allspring Global Investments, cutting an estimated $8.96M.

  • 42 institutional investors held Swiss Helvetia Fund (SWZ) as of Q1 2026, up from 41 in Q4 2025.
  • Funds reported $29.6M of Swiss Helvetia Fund stock for Q1 2026, down 43% quarter-over-quarter.
  • 5 funds opened new Swiss Helvetia Fund positions in Q1 2026 and 3 closed out, a net change of +2 holders.
  • The largest Swiss Helvetia Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $1.13M added.
  • The largest Swiss Helvetia Fund seller in Q1 2026 was Allspring Global Investments, an estimated $8.96M sold.

Based on aggregated 13F filings for Q1 2026.