INVESCO CURRENCYSHARES SWISS (FXF) Top Institutional Shareholders
INVESCO CURRENCYSHARES SWISS (FXF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $137.72M in FXF holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FXF tracked by InsiderSet, reporting ownership valued at approximately $11.42M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.40M, representing an estimated loss of -0.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed FXF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Hengehold Capital Management Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in INVESCO CURRENCYSHARES SWISS (FXF).
This page ranks the largest institutional FXF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
96
Total Reported Value
$137.72M
Largest Holder
Morgan Stanley
Largest Position
$11.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 103,465 | $11,423,610 | $11,395,573 | -$28,037 | -0.25% | |
| Hengehold Capital Management Llc | 0.99% | 102,183 | $11,282,026 | $11,254,374 | -$27,652 | -0.25% | |
| Envestnet Asset Management Inc | 0.00% | 97,660 | $10,782,651 | $10,756,214 | -$26,437 | -0.25% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 69,126 | $7,632,202 | $7,613,496 | -$18,706 | -0.25% | |
| Cibc World Market Inc. | 0.01% | 64,544 | $7,126,303 | $7,108,837 | -$17,466 | -0.25% | |
| Wells Fargo & Company/Mn | 0.00% | 54,886 | $6,059,963 | $6,045,111 | -$14,852 | -0.25% | |
| Moneco Advisors, Llc | 0.39% | 45,974 | $5,075,989 | $5,063,549 | -$12,440 | -0.25% | |
| Hightower Advisors, Llc | 0.01% | 42,852 | $4,731,290 | $4,719,694 | -$11,596 | -0.25% | |
| Jane Street Group, Llc | 0.00% | 40,552 | $4,477,346 | $4,466,373 | -$10,973 | -0.25% | |
| Oppenheimer & Co Inc | 0.04% | 31,415 | $3,468,530 | $3,460,029 | -$8,501 | -0.25% | |
| National Bank Of Canada | 0.00% | 29,166 | $3,219,926 | $3,212,326 | -$7,600 | -0.24% | |
| Bank Of America Corp | 0.00% | 27,739 | $3,062,663 | $3,055,157 | -$7,506 | -0.25% | |
| Ubs Group Ag | 0.00% | 26,079 | $2,879,382 | $2,872,325 | -$7,057 | -0.25% | |
| Gfs Advisors, Llc | 0.35% | 6,385 | $2,747,402 | $703,240 | -$2,044,162 | -74.40% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 24,297 | $2,682,632 | $2,676,057 | -$6,575 | -0.25% | |
| Susquehanna International Group, Llp | 0.00% | 23,591 | $2,604,682 | $2,598,299 | -$6,383 | -0.25% | |
| Raymond James Financial Inc | 0.00% | 23,080 | $2,548,263 | $2,542,017 | -$6,246 | -0.25% | |
| Citadel Advisors Llc | 0.00% | 22,030 | $2,432,332 | $2,426,371 | -$5,961 | -0.25% | |
| Fiduciary Family Office, Llc | 0.69% | 21,960 | $2,424,604 | $2,418,661 | -$5,943 | -0.25% | |
| Ridge Creek Global, Inc | 2.01% | 21,483 | $2,371,938 | $2,366,125 | -$5,813 | -0.25% | |
| Ameritas Advisory Services, Llc | 0.09% | 21,103 | $2,329,982 | $2,324,272 | -$5,710 | -0.25% | |
| Lpl Financial Llc | 0.00% | 20,707 | $2,286,261 | $2,280,657 | -$5,604 | -0.25% | |
| Captrust Financial Advisors | 0.00% | 19,864 | $2,193,184 | $2,187,809 | -$5,375 | -0.25% | |
| Transamerica Financial Advisors, Llc | 0.18% | 18,925 | $2,089,594 | $2,084,388 | -$5,206 | -0.25% | |
| Newsquare Capital Llc | 0.18% | 18,533 | $2,046,229 | $2,041,214 | -$5,015 | -0.25% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.23% | 17,394 | $1,920,472 | $1,915,765 | -$4,707 | -0.25% | |
| Osaic Holdings, Inc. | 0.00% | 16,744 | $1,848,468 | $1,844,174 | -$4,294 | -0.23% | |
| Sonoma Private Wealth Llc | 2.11% | 15,519 | $1,713,453 | $1,709,253 | -$4,200 | -0.25% | |
| Pure Financial Advisors, Llc | 0.02% | 13,499 | $1,490,425 | $1,486,772 | -$3,653 | -0.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,527 | $1,383,130 | $1,379,716 | -$3,414 | -0.25% | |
| Cornerstone Wealth Management, Llc | 0.06% | 11,340 | $1,252,024 | $1,248,981 | -$3,043 | -0.24% | |
| Beacon Pointe Advisors, Llc | 0.01% | 11,025 | $1,217,271 | $1,214,287 | -$2,984 | -0.25% | |
| Mariner, Llc | 0.00% | 10,264 | $1,133,248 | $1,130,471 | -$2,777 | -0.25% | |
| Nomura Asset Management Co Ltd | 0.00% | 8,900 | $982,649 | $980,241 | -$2,408 | -0.25% | |
| Pekin Hardy Strauss, Inc. | 0.10% | 8,740 | $964,983 | $962,618 | -$2,365 | -0.25% | |
| Pfg Investments, Llc | 0.04% | 7,790 | $860,094 | $857,986 | -$2,108 | -0.25% | |
| Royal Bank Of Canada | 0.00% | 7,792 | $860,000 | $858,206 | -$1,794 | -0.21% | |
| Haven Private, Llc | 0.33% | 6,778 | $748,359 | $746,525 | -$1,834 | -0.25% | |
| James Investment Research, Inc. | 0.08% | 6,411 | $707,839 | $706,104 | -$1,735 | -0.25% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 5,359 | $591,687 | $590,237 | -$1,450 | -0.25% | |
| Rfg Advisory, Llc | 0.01% | 5,130 | $566,403 | $565,015 | -$1,388 | -0.25% | |
| Carret Asset Management, Llc | 0.05% | 4,630 | $511,198 | $509,945 | -$1,253 | -0.25% | |
| Mai Capital Management | 0.00% | 4,560 | $503,470 | $502,236 | -$1,234 | -0.25% | |
| Baker Ellis Asset Management Llc | 0.06% | 4,500 | $496,845 | $495,627 | -$1,218 | -0.25% | |
| 3Edge Asset Management, Lp | 0.02% | 4,386 | $484,258 | $483,071 | -$1,187 | -0.25% | |
| Cetera Investment Advisers | 0.00% | 4,259 | $470,236 | $469,084 | -$1,152 | -0.25% | |
| Creative Planning | 0.00% | 4,237 | $467,807 | $466,661 | -$1,146 | -0.25% | |
| Bank Of Montreal | 0.00% | 3,710 | $409,621 | $408,617 | -$1,004 | -0.25% | |
| Wellspring Financial Advisors, Llc | 0.03% | 3,500 | $386,410 | $385,488 | -$922 | -0.24% | |
| Focus Partners Wealth | 0.00% | 3,392 | $374,511 | $373,593 | -$918 | -0.25% |
Frequently asked questions about FXF
Who owns the most FXF stock?
The largest holders of FXF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO CURRENCYSHARES SWISS (FXF).
Is FXF widely held by superinvestors?
Many widely followed stocks like FXF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.