SWISS HELVETIA FUND (SWZ) Institutional Ownership Changes & 13F Activity

SWISS HELVETIA FUND (SWZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Gardner Russo & Quinn.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Gardner Russo & QuinnSell-48,61797,667$579,163
Q4 2025Gardner Russo & QuinnSell-287,953146,284$909,884
Q2 2025Gardner Russo & QuinnBuy140,834434,237$2,753,060
Q1 2025Gardner Russo & QuinnBuy4,602293,403$2,705,177
Q4 2024Gardner Russo & QuinnBuy5,451288,801$2,163,119
Q3 2024Gardner Russo & QuinnBuy3,982283,350$2,535,982
Q2 2024Gardner Russo & QuinnBuy4,420279,368$2,254,498
Q1 2024Gardner Russo & QuinnBuy4,444274,948$2,180,339
Q4 2023Gardner Russo & QuinnBuy4,251270,504$2,218,134
Q3 2023Gardner Russo & QuinnBuy4,208266,253$2,034,175
Q2 2023Gardner Russo & QuinnBuy3,886262,045$2,154,012
Q1 2023Gardner Russo & QuinnBuy4,013258,159$2,047,198
Q4 2022Gardner Russo & QuinnBuy4,009254,146$1,921,340
Q3 2022Gardner Russo & QuinnBuy5,983250,137$1,698
Q2 2022Gardner Russo & QuinnBuy5,073244,154$1,919
Q1 2022Gardner Russo & QuinnBuy4,282239,081$2,204
Q4 2021Gardner Russo & QuinnBuy3,891234,799$2,334
Q3 2021Gardner Russo & QuinnBuy3,416230,908$2,120
Q2 2021Gardner Russo & QuinnBuy3,146227,492$2,213
Q1 2021Gardner Russo & QuinnBuy3,418224,346$1,972
Q4 2020Gardner Russo & QuinnBuy3,367220,928$1,975
Q3 2020Gardner Russo & QuinnBuy146,464217,561$1,801
Q2 2014Gardner Russo & QuinnBuy3,55471,097$1,036
Q1 2014Gardner Russo & QuinnBuy11,51867,543$971
Q4 2013Gardner Russo & QuinnBuy5,00056,025$782
Q2 2013Gardner Russo & QuinnBuy51,02551,025$629

Frequently asked questions about SWZ activity

  • Which institutional owners are buying SWZ?

    Institutional owners buying SWZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SWZ activity?

    "Buy" means an investor increased their reported position in SWZ compared to the prior reporting period. This reflects growing exposure to SWISS HELVETIA FUND (SWZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SWZ increasing?

    Institutional interest in SWZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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