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.
4% more capital inflows, than outflows
Capital inflows: $8.84M | Capital outflows: $8.5M
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$7.04M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
+$761K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$390K |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$262K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
SWZ Hedge Fund Activity: Q1 2025 in Review
37 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q1 2025, worth a combined $54.9M — up 23% from $44.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SWZ and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 9 added.
The largest buyer was Lazard Asset Management, adding an estimated $7.04M. The largest seller was 1607 Capital Partners, cutting an estimated $3.65M.
- 37 institutional investors held Swiss Helvetia Fund (SWZ) as of Q1 2025, down from 38 in Q4 2024.
- Funds reported $54.9M of Swiss Helvetia Fund stock for Q1 2025, up 23% quarter-over-quarter.
- 3 funds opened new Swiss Helvetia Fund positions in Q1 2025 and 4 closed out, a net change of -1 holder.
- The largest Swiss Helvetia Fund buyer in Q1 2025 was Lazard Asset Management, an estimated $7.04M added.
- The largest Swiss Helvetia Fund seller in Q1 2025 was 1607 Capital Partners, an estimated $3.65M sold.
Based on aggregated 13F filings for Q1 2025.