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SWZ
Swiss Helvetia Fund
41 hedge funds and large institutions have $52M invested in Swiss Helvetia Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
31% more capital invested
Capital invested by funds: $39.8M → $52M (+$12.3M)
14.06% more ownership
Funds ownership: 50.03% → 64.09% (+14%)
2% less funds holding
Funds holding: 42 → 41 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
+$6.74M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$3.3M |
| 3 |
CC
CF Capital
Cohasset,
Massachusetts
|
+$2.83M |
| 4 |
SCM
Saba Capital Management
New York
|
+$1.83M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$614K |
