Swiss Helvetia Fund
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.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
5% more funds holding
Funds holding: 37 → 39 (+2)
0.5% more ownership
Funds ownership: 45.89% → 46.39% (+0.5%)
30% less capital invested
Capital invested by funds: $54.9M → $38.4M (-$16.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.22M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
+$995K |
| 3 |
CC
CF Capital
Cohasset,
Massachusetts
|
+$981K |
| 4 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
+$951K |
| 5 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$5.82M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.51M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$882K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$369K |
| 5 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
-$265K |
SWZ Hedge Fund Activity: Q2 2025 in Review
39 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q2 2025, worth a combined $38.4M — down 30% from $54.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SWZ positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $4.22M. The largest seller was Lazard Asset Management, cutting an estimated $5.82M.
- 39 institutional investors held Swiss Helvetia Fund (SWZ) as of Q2 2025, up from 37 in Q1 2025.
- Funds reported $38.4M of Swiss Helvetia Fund stock for Q2 2025, down 30% quarter-over-quarter.
- 7 funds opened new Swiss Helvetia Fund positions in Q2 2025 and 5 closed out, a net change of +2 holders.
- The largest Swiss Helvetia Fund buyer in Q2 2025 was Rivernorth Capital Management, an estimated $4.22M added.
- The largest Swiss Helvetia Fund seller in Q2 2025 was Lazard Asset Management, an estimated $5.82M sold.
Based on aggregated 13F filings for Q2 2025.