INVESCO CURRENCYSHARES SWISS (FXF) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $88.45M 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 $10.72M in its June 30, 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 $10.50M, representing an estimated loss of -2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed FXF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Susquehanna International Group, Llp, Cibc World Market 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
84
Total Reported Value
$88.45M
Largest Holder
Morgan Stanley
Largest Position
$10.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
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% | 98,299 | $10,719,811 | $10,497,350 | -$222,461 | -2.08% | |
| Susquehanna International Group, Llp | 0.01% | 92,123 | $10,046,262 | $9,837,815 | -$208,447 | -2.07% | |
| Cibc World Market Inc. | 0.01% | 64,858 | $7,072,940 | $6,926,186 | -$146,754 | -2.07% | |
| Flow Traders U.S. Llc | 0.18% | 40,076 | $4,370,000 | $4,279,716 | -$90,284 | -2.07% | |
| Wells Fargo & Company/Mn | 0.00% | 35,602 | $3,882,495 | $3,801,938 | -$80,557 | -2.07% | |
| Ashton Thomas Private Wealth, Llc | 0.07% | 29,720 | $3,241,046 | $3,173,799 | -$67,247 | -2.07% | |
| Jane Street Group, Llc | 0.00% | 26,605 | $2,901,347 | $2,841,148 | -$60,199 | -2.07% | |
| Ubs Group Ag | 0.00% | 23,838 | $2,599,605 | $2,545,660 | -$53,945 | -2.08% | |
| Lpl Financial Llc | 0.00% | 23,301 | $2,541,037 | $2,488,314 | -$52,723 | -2.07% | |
| Fiduciary Family Office, Llc | 0.60% | 21,960 | $2,394,797 | $2,345,108 | -$49,689 | -2.07% | |
| Ridge Creek Global, Inc | 1.76% | 20,736 | $2,261,317 | $2,214,397 | -$46,920 | -2.07% | |
| Captrust Financial Advisors | 0.00% | 20,206 | $2,203,519 | $2,157,799 | -$45,720 | -2.07% | |
| Newsquare Capital Llc | 0.16% | 19,585 | $2,135,797 | $2,091,482 | -$44,315 | -2.07% | |
| Envestnet Asset Management Inc | 0.00% | 18,922 | $2,063,505 | $2,020,680 | -$42,825 | -2.08% | |
| Transamerica Financial Advisors, Llc | 0.17% | 18,143 | $1,978,572 | $1,937,491 | -$41,081 | -2.08% | |
| Osaic Holdings, Inc. | 0.00% | 16,268 | $1,773,851 | $1,737,260 | -$36,591 | -2.06% | |
| Citadel Advisors Llc | 0.00% | 15,511 | $1,691,516 | $1,656,420 | -$35,096 | -2.07% | |
| Sonoma Private Wealth Llc | 1.80% | 15,359 | $1,674,940 | $1,640,188 | -$34,752 | -2.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,986 | $1,634,280 | $1,600,355 | -$33,925 | -2.08% | |
| Pure Financial Advisors, Llc | 0.02% | 13,499 | $1,472,102 | $1,441,558 | -$30,544 | -2.07% | |
| Cornerstone Wealth Management, Llc | 0.06% | 13,294 | $1,449,711 | $1,419,666 | -$30,045 | -2.07% | |
| Beacon Pointe Advisors, Llc | 0.01% | 12,010 | $1,309,723 | $1,282,548 | -$27,175 | -2.07% | |
| Bank Of America Corp | 0.00% | 11,582 | $1,263,046 | $1,236,842 | -$26,204 | -2.07% | |
| Pekin Hardy Strauss, Inc. | 0.08% | 8,425 | $918,769 | $899,706 | -$19,063 | -2.07% | |
| Qube Research & Technologies Ltd | 0.00% | 7,991 | $871,440 | $853,359 | -$18,081 | -2.07% | |
| Pfg Investments, Llc | 0.03% | 7,640 | $833,163 | $815,876 | -$17,287 | -2.07% | |
| Wealthspire Advisors, Llc | 0.00% | 6,942 | $757,044 | $741,336 | -$15,708 | -2.07% | |
| Hrt Financial Lp | 0.00% | 6,342 | $691,000 | $677,262 | -$13,738 | -1.99% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 5,488 | $598,481 | $586,064 | -$12,417 | -2.07% | |
| Rfg Advisory, Llc | 0.01% | 5,370 | $585,613 | $573,462 | -$12,151 | -2.07% | |
| Carret Asset Management, Llc | 0.04% | 4,630 | $504,914 | $494,438 | -$10,476 | -2.07% | |
| Mai Capital Management | 0.00% | 4,560 | $497,281 | $486,962 | -$10,319 | -2.08% | |
| Baker Ellis Asset Management Llc | 0.05% | 4,500 | $490,737 | $480,555 | -$10,182 | -2.07% | |
| 3Edge Asset Management, Lp | 0.02% | 4,386 | $478,305 | $468,381 | -$9,924 | -2.07% | |
| Royal Bank Of Canada | 0.00% | 4,347 | $474,000 | $464,216 | -$9,784 | -2.06% | |
| Focus Partners Wealth | 0.00% | 4,312 | $470,235 | $460,478 | -$9,757 | -2.07% | |
| Cetera Investment Advisers | 0.00% | 4,303 | $469,254 | $459,517 | -$9,737 | -2.07% | |
| 17 Capital Partners, Llc | 0.20% | 4,000 | $436,210 | $427,160 | -$9,050 | -2.07% | |
| Raymond James Financial Inc | 0.00% | 3,862 | $421,162 | $412,423 | -$8,739 | -2.07% | |
| Bank Of Montreal | 0.00% | 3,610 | $393,680 | $385,512 | -$8,168 | -2.07% | |
| Wellspring Financial Advisors, Llc | 0.03% | 3,500 | $386,410 | $373,765 | -$12,645 | -3.27% | |
| Blair William & Co/Il | 0.00% | 3,159 | $344,497 | $337,350 | -$7,147 | -2.07% | |
| Two Sigma Securities, Llc | 0.03% | 3,037 | $331,193 | $324,321 | -$6,872 | -2.07% | |
| Clearstead Advisors, Llc | 0.00% | 2,933 | $319,852 | $313,215 | -$6,637 | -2.08% | |
| Cerity Partners Llc | 0.00% | 2,698 | $294,224 | $288,119 | -$6,105 | -2.07% | |
| Haven Private, Llc | 0.11% | 2,684 | $292,697 | $286,624 | -$6,073 | -2.07% | |
| North Capital, Inc. | 0.22% | 2,638 | $287,681 | $281,712 | -$5,969 | -2.07% | |
| Presidio Capital Management, Llc | 0.07% | 2,530 | $275,903 | $270,179 | -$5,724 | -2.07% | |
| James Investment Research, Inc. | 0.03% | 2,500 | $272,632 | $266,975 | -$5,657 | -2.07% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,456 | $267,833 | $262,276 | -$5,557 | -2.07% |
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.