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SWZ
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.
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: →
3% more capital invested
Capital invested by funds: $38.4M → $39.8M (+$1.33M)
Holders
42
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$3.73M | |
| 2 | +$1.21M | |
| 3 | +$974K | |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$539K |
| 5 |
AGM
Alpine Global Management
New York
|
+$538K |
Top Sellers
| 1 | -$4.22M | |
| 2 | -$1.79M | |
| 3 | -$193K | |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$188K |
| 5 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
-$122K |