SWZ
Swiss Helvetia Fund
42 hedge funds and large institutions have $29.6M invested in Swiss Helvetia Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
58% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 19
Holders
42
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.13M | |
| 2 | +$493K | |
| 3 | +$218K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$159K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$144K |
Top Sellers
| 1 | -$8.96M | |
| 2 | -$3.87M | |
| 3 | -$3.72M | |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$1.23M |
| 5 |
SCM
Saba Capital Management
New York
|
-$1.22M |
