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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$1.74M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.26M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$984K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$776K |
| 5 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
-$679K |
SWZ Hedge Fund Activity: Q4 2025 in Review
41 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q4 2025, worth a combined $52M — up 31% from $39.8M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SWZ and 9 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 14 added.
The largest buyer was CSS LLC, adding an estimated $6.74M. The largest seller was Gardner Russo & Quinn, cutting an estimated $1.74M.
- 41 institutional investors held Swiss Helvetia Fund (SWZ) as of Q4 2025, down from 42 in Q3 2025.
- Funds reported $52M of Swiss Helvetia Fund stock for Q4 2025, up 31% quarter-over-quarter.
- 9 funds opened new Swiss Helvetia Fund positions in Q4 2025 and 10 closed out, a net change of -1 holder.
- The largest Swiss Helvetia Fund buyer in Q4 2025 was CSS LLC, an estimated $6.74M added.
- The largest Swiss Helvetia Fund seller in Q4 2025 was Gardner Russo & Quinn, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2025.