Who owns Swiss Helvetia Fund?
- Ticker: SWZ
- CUSIP Number: 870875101
Tip: Access positions for across all investors
Analyze quarterly positions in Swiss Helvetia Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Swiss Helvetia Fund stock
Who bought or sold Swiss Helvetia Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings | 2.1M | $13M | 0% | Dec 2025 |
|
| CSS | 1.7M | $10M | 205% | Dec 2025 |
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| Deschutes Portfolio Strategy | 610k | $3.8M | 0% | Dec 2025 |
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| ICON Advisers | 546k | $3.4M | 100% | Dec 2025 |
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| Rivernorth Capital Management | 379k | $2.3M | -43% | Sep 2025 |
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| Saba Capital Management | 303k | $1.8M | 23% | Sep 2025 |
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| Yakira Capital Management | 192k | $1.2M | 0% | Dec 2025 |
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| Brooklyn Capital Management | 162k | $1.0M | 51% | Dec 2025 |
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| Gardner Russo & Gardner | 146k | $910k | -66% | Dec 2025 |
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| Shaker Financial Services | 136k | $847k | -54% | Dec 2025 |
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| Uncommon Cents Investing | 124k | $771k | 0% | Dec 2025 |
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| Noble Wealth Management PBC | 102k | $634k | 88% | Dec 2025 |
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| Sit Investment Associates | 102k | $633k | 33846% | Dec 2025 |
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| Commonwealth Equity Services | 83k | $513k | -33% | Dec 2025 |
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| Blue Bell Private Wealth Management | 65k | $401k | -67% | Dec 2025 |
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| Watch Point Trust | 42k | $261k | 100% | Dec 2025 |
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| Almitas Capital | 37k | $229k | 100% | Dec 2025 |
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| GAMCO Asset Management | 32k | $200k | 100% | Dec 2025 |
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| Logan Stone Capital | 28k | $173k | 100% | Dec 2025 |
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| UBS Group | 21k | $131k | 49% | Dec 2025 |
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| Kestra Advisory Services | 19k | $117k | 0% | Dec 2025 |
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| TrueMark Investments | 15k | $95k | 100% | Dec 2025 |
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| Capital Investment Counsel | 15k | $93k | 100% | Dec 2025 |
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| B&l Asset Management | 15k | $90k | 0% | Dec 2025 |
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| Raymond James Financial | 14k | $87k | 1% | Dec 2025 |
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| Advisor Group Holdings | 12k | $77k | 154% | Dec 2025 |
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| Integris Wealth Management | 12k | $75k | 0% | Dec 2025 |
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| Wells Fargo & Company | 11k | $66k | 7% | Dec 2025 |
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| Private Management Group | 11k | $303k | 0% | Dec 2025 |
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| Marex Group | 10k | $62k | 100% | Dec 2025 |
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| SageView Advisory Group | 4.7k | $29k | 100% | Dec 2025 |
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| Winmill & Co | 3.4k | $21k | 3% | Dec 2025 |
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| Jpmorgan Chase & Co | 2.6k | $16k | 100% | Sep 2025 |
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| Ancora Advisors | 1.1k | $6.6k | 0% | Dec 2025 |
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| North Star Investment Management | 951.00 | $5.9k | 0% | Dec 2025 |
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| Royal Bank of Canada | 249.00 | $2.0k | 0% | Sep 2025 |
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| Pnc Financial Services | 24.00 | $148.999200 | -99% | Dec 2025 |
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Who sold out of Swiss Helvetia Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Karpus Investment Management | Sep 2025 | 207k | $1.3M |
| Uhlmann Price Securities | Sep 2025 | 112k | $679k |
| Boothbay Fund Management | Sep 2025 | 88k | $532k |
| Alpine Partners VI | Sep 2025 | 88k | $532k |
| Quarry | Sep 2025 | 75k | $457k |
| Delta Capital Management | Sep 2025 | 33k | $203k |
| Susquehanna International | Sep 2025 | 19k | $117k |
| Balyasny Asset Management | Jun 2025 | 19k | $121k |
| Guggenheim Capital, LLC Managers | Sep 2025 | 11k | $67k |
| Federation des caisses Desjardins du Quebec | Sep 2025 | 1.8k | $11k |
| CWM | Sep 2025 | 835.00 | $5.0k |