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 |
|---|---|---|---|---|---|
| CSS | 1.0M | $6.1M | -38% | Mar 2026 |
|
| Allspring Global Investments Holdings | 651k | $3.9M | -69% | Mar 2026 |
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| ICON Advisers | 500k | $3.0M | -8% | Mar 2026 |
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| Deschutes Portfolio Strategy | 407k | $2.4M | -33% | Mar 2026 |
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| Saba Capital Management | 404k | $2.4M | -33% | Mar 2026 |
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| Rivernorth Capital Management | 331k | $2.0M | -24% | Mar 2026 |
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| Shaker Financial Services | 322k | $1.9M | 137% | Mar 2026 |
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| Evolve Private Wealth | 146k | $868k | 100% | Mar 2026 |
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| Yakira Capital Management | 126k | $745k | -35% | Mar 2026 |
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| Gardner Russo & Gardner | 98k | $579k | -33% | Mar 2026 |
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| Blue Bell Private Wealth Management | 88k | $524k | 37% | Mar 2026 |
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| Uncommon Cents Investing | 84k | $500k | -32% | Mar 2026 |
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| Alpine Partners VI | 81k | $482k | 100% | Mar 2026 |
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| Noble Wealth Management PBC | 69k | $411k | -32% | Mar 2026 |
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| Commonwealth Equity Services | 62k | $369k | -25% | Mar 2026 |
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| Morgan Stanley | 52k | $306k | 22% | Mar 2026 |
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| North Ground Capital | 48k | $282k | 100% | Mar 2026 |
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| UBS Group | 47k | $281k | 124% | Mar 2026 |
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| Almitas Capital | 47k | $276k | 26% | Mar 2026 |
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| Watch Point Trust | 42k | $249k | 0% | Mar 2026 |
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| Brooklyn Capital Management | 40k | $236k | -75% | Mar 2026 |
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| Landscape Capital Management | 36k | $213k | 100% | Mar 2026 |
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| GAMCO Asset Management | 32k | $200k | 100% | Dec 2025 |
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| Logan Stone Capital | 28k | $165k | 0% | Mar 2026 |
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| Kestra Advisory Services | 19k | $112k | 0% | Mar 2026 |
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| Wells Fargo & Company | 17k | $103k | 65% | Mar 2026 |
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| Capital Investment Counsel | 15k | $89k | 0% | Mar 2026 |
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| Belpointe Asset Management | 15k | $86k | 100% | Mar 2026 |
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| Fortis Capital Advisors | 15k | $86k | 100% | Mar 2026 |
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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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| TrueMark Investments | 11k | $64k | -30% | Mar 2026 |
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| Private Management Group | 11k | $306k | 0% | Mar 2026 |
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| Integris Wealth Management | 10k | $60k | -16% | Mar 2026 |
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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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| Ancora Advisors | 1.1k | $6.3k | 0% | Mar 2026 |
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| North Star Investment Management | 951.00 | $5.6k | 0% | Mar 2026 |
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| Royal Bank of Canada | 249.00 | $1.0k | 0% | Mar 2026 |
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| Pnc Financial Services | 16.00 | $95.000000 | -33% | Mar 2026 |
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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 |
| Sit Investment Associates | Dec 2025 | 102k | $633k |
| Quarry | Sep 2025 | 75k | $457k |
| Susquehanna International | Sep 2025 | 19k | $117k |
| Marex Group | Dec 2025 | 10k | $62k |
| Jpmorgan Chase & Co | Sep 2025 | 2.6k | $16k |
| CWM | Sep 2025 | 835.00 | $5.0k |