SWZ

Swiss Helvetia Fund
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.

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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
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$4.22M
2
+$995K
3
+$981K
4
GRQ
Gardner Russo & Quinn
Pennsylvania
+$951K
5
YCM
Yakira Capital Management
Connecticut
+$738K

Top Sellers

1
-$5.82M
2
-$1.51M
3
-$882K
4
1CP
1607 Capital Partners
Virginia
-$369K
5
UPS
UHLMANN PRICE SECURITIES
Illinois
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$12.2M
2
$4.25M
3
$4.22M
4
$3.33M
5
$2.75M
6
$1.55M
7
$1.5M
8
$977K
9
$948K
10
$890K
11
$884K
12
$786K
13
$678K
14
$666K
15
$663K
16
$358K
17
$287K
18
$212K
19
$122K
20
$121K
21
$119K
22
$105K
23
$102K
24
$94.9K
25
$94.6K
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