SWZ
Swiss Helvetia Fund
SWZ
SWZ
41 hedge funds and large institutions have $52M invested in Swiss Helvetia Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Holders
41
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$6.74M | |
| 2 | +$3.3M | |
| 3 | +$2.83M | |
| 4 |
SCM
Saba Capital Management
New York
|
+$1.83M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$614K |
Top Sellers
| 1 | -$1.74M | |
| 2 | -$1.26M | |
| 3 | -$984K | |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$776K |
| 5 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
-$679K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – |
|