Swiss Helvetia Fund
42 hedge funds and large institutions have $39.8M invested in Swiss Helvetia Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
8% more funds holding
Funds holding: 39 → 42 (+3)
3.64% more ownership
Funds ownership: 46.39% → 50.03% (+3.6%)
3% more capital invested
Capital invested by funds: $38.4M → $39.8M (+$1.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$3.73M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.21M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$974K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$539K |
| 5 |
AGM
Alpine Global Management
New York
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$4.22M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.79M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$193K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$188K |
| 5 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
-$122K |
SWZ Hedge Fund Activity: Q3 2025 in Review
42 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q3 2025, worth a combined $39.8M — up 3.5% from $38.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SWZ positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Matisse Capital, opening a new position worth an estimated $3.73M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $4.22M sold.
- 42 institutional investors held Swiss Helvetia Fund (SWZ) as of Q3 2025, up from 39 in Q2 2025.
- Funds reported $39.8M of Swiss Helvetia Fund stock for Q3 2025, up 3.5% quarter-over-quarter.
- 7 funds opened new Swiss Helvetia Fund positions in Q3 2025 and 4 closed out, a net change of +3 holders.
- The largest Swiss Helvetia Fund buyer in Q3 2025 was Matisse Capital, an estimated $3.73M added.
- The largest Swiss Helvetia Fund seller in Q3 2025 was Lazard Asset Management, an estimated $4.22M sold.
Based on aggregated 13F filings for Q3 2025.