Swiss Helvetia Fund
42 hedge funds and large institutions have $32.3M invested in Swiss Helvetia Fund in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
9% more capital invested
Capital invested by funds: $29.6M → $32.3M (+$2.68M)
3.42% more ownership
Funds ownership: 38.13% → 41.56% (+3.4%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.2M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.21M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.02M |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$481K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$424K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.86M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.92M |
| 3 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$324K |
| 4 |
CC
CF Capital
Cohasset,
Massachusetts
|
-$282K |
| 5 |
NPT
Nixon Peabody Trust
Boston,
Massachusetts
|
-$249K |
SWZ Hedge Fund Activity: Q2 2026 in Review
42 of the 8,350 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q2 2026, worth a combined $32.3M — up 9% from $29.6M a quarter earlier.
Fund positioning in SWZ was balanced in Q2 2026: 7 funds opened new positions, 7 closed out, 12 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $5.2M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $3.86M sold.
- 42 institutional investors held Swiss Helvetia Fund (SWZ) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $32.3M of Swiss Helvetia Fund stock for Q2 2026, up 9% quarter-over-quarter.
- 7 funds opened new Swiss Helvetia Fund positions in Q2 2026 and 7 closed out, a net change of 0 holders.
- The largest Swiss Helvetia Fund buyer in Q2 2026 was Bank of America, an estimated $5.2M added.
- The largest Swiss Helvetia Fund seller in Q2 2026 was Allspring Global Investments, an estimated $3.86M sold.
Based on aggregated 13F filings for Q2 2026.