SWISS HELVETIA FUND (SWZ) Institutional Ownership and Insiders Activity
SWISS HELVETIA FUND (SWZ) is widely held by institutional investors, with 40 firms reporting positions valued at approximately $32.15M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Css Llc/Il is the largest disclosed holder, reporting approximately $6.18M in SWZ holdings in its latest filing.
Recent insider activity includes 11 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
40
Total Reported Value
$32.15M
Largest Holder
Css Llc/Il
Largest Position
$6.18M
Insider Transactions (90d)
11
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Css Llc/Il$6.18M
- Bank Of America Corp$5.15M
- Matisse Capital$3.47M
- Icon Advisers Inc/Co$2.65M
- Shaker Financial Services, Llc$2.42M
Related SWZ Institutional Insights:
- SWZ 13F Institutional Holders
- SWZ Superinvestors
- SWZ Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SWZ Insider Trading & SEC Form 4 Activity
- SWZ Articles
- Top Institutional Investor Stock Rankings