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 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 41 → 42 (+1)
25.95% less ownership
Funds ownership: 64.09% → 38.13% (-26%)
43% less capital invested
Capital invested by funds: $52M → $29.6M (-$22.4M)
58% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.13M |
| 2 |
AGM
Alpine Global Management
New York
|
+$493K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$218K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$159K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$8.96M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$3.87M |
| 3 |
CC
CF Capital
Cohasset,
Massachusetts
|
-$3.72M |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$1.23M |
| 5 |
SCM
Saba Capital Management
New York
|
-$1.22M |
SWZ Hedge Fund Activity: Q1 2026 in Review
42 of the 8,190 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q1 2026, worth a combined $29.6M — down 43% from $52M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SWZ positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 19 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.13M. The largest seller was Allspring Global Investments, cutting an estimated $8.96M.
- 42 institutional investors held Swiss Helvetia Fund (SWZ) as of Q1 2026, up from 41 in Q4 2025.
- Funds reported $29.6M of Swiss Helvetia Fund stock for Q1 2026, down 43% quarter-over-quarter.
- 5 funds opened new Swiss Helvetia Fund positions in Q1 2026 and 4 closed out, a net change of +1 holder.
- The largest Swiss Helvetia Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $1.13M added.
- The largest Swiss Helvetia Fund seller in Q1 2026 was Allspring Global Investments, an estimated $8.96M sold.
Based on aggregated 13F filings for Q1 2026.