SWISS HELVETIA FUND (SWZ) Top Institutional Shareholders
SWISS HELVETIA FUND (SWZ) 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 $29.61M in SWZ holdings during the latest filing period.
Css Llc/Il is currently the largest disclosed institutional shareholder of SWZ tracked by InsiderSet, reporting ownership valued at approximately $6.05M 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 $6.03M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed SWZ value among the investors covered in this analysis. Major shareholders include Css Llc/Il, Allspring Global Investments Holdings, Llc, Icon Advisers Inc/Co, and several other long-term asset managers with concentrated positions in SWISS HELVETIA FUND (SWZ).
This page ranks the largest institutional SWZ 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
41
Total Reported Value
$29.61M
Largest Holder
Css Llc/Il
Largest Position
$6.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Css Llc/Il | 0.34% | 1,020,547 | $6,051,844 | $6,031,433 | -$20,411 | -0.34% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 650,702 | $3,858,663 | $3,845,649 | -$13,014 | -0.34% | |
| Icon Advisers Inc/Co | 0.69% | 500,294 | $2,966,743 | $2,956,738 | -$10,005 | -0.34% | |
| Matisse Capital | 1.03% | 407,269 | $2,415,105 | $2,406,960 | -$8,145 | -0.34% | |
| Saba Capital Management, L.P. | 0.08% | 404,080 | $2,396,194 | $2,388,113 | -$8,081 | -0.34% | |
| Rivernorth Capital Management, Llc | 0.10% | 331,019 | $1,962,943 | $1,956,322 | -$6,621 | -0.34% | |
| Shaker Financial Services, Llc | 0.67% | 322,395 | $1,911,803 | $1,905,354 | -$6,449 | -0.34% | |
| Evolve Private Wealth, Llc | 0.05% | 146,290 | $867,500 | $864,574 | -$2,926 | -0.34% | |
| Yakira Capital Management, Inc. | 0.22% | 125,557 | $744,553 | $742,042 | -$2,511 | -0.34% | |
| Gardner Russo & Quinn | Thomas Russo | 0.01% | 97,667 | $579,163 | $577,212 | -$1,951 | -0.34% |
| Blue Bell Private Wealth Management, Llc | 0.08% | 88,274 | $523,465 | $521,699 | -$1,766 | -0.34% | |
| Uncommon Cents Investing Llc | 0.12% | 84,372 | $500,327 | $498,639 | -$1,688 | -0.34% | |
| Alpine Global Management, Llc | 0.07% | 81,274 | $481,955 | $480,329 | -$1,626 | -0.34% | |
| Noble Wealth Management Pbc | 0.21% | 69,379 | $411,417 | $410,030 | -$1,387 | -0.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 62,145 | $368,520 | $367,277 | -$1,243 | -0.34% | |
| Private Management Group Inc | 0.01% | 10,545 | $306,013 | $62,321 | -$243,692 | -79.63% | |
| Morgan Stanley | 0.00% | 51,524 | $305,537 | $304,507 | -$1,030 | -0.34% | |
| North Ground Capital | 0.34% | 47,591 | $282,215 | $281,263 | -$952 | -0.34% | |
| Ubs Group Ag | 0.00% | 47,295 | $280,459 | $279,513 | -$946 | -0.34% | |
| Almitas Capital Llc | 0.06% | 46,454 | $275,472 | $274,543 | -$929 | -0.34% | |
| Nixon Peabody Trust Co | 0.02% | 42,024 | $249,202 | $248,362 | -$840 | -0.34% | |
| Bulldog Investors, Llp | 0.05% | 39,787 | $235,937 | $235,141 | -$796 | -0.34% | |
| Landscape Capital Management, L.L.C. | 0.01% | 35,909 | $212,940 | $212,222 | -$718 | -0.34% | |
| Gamco Investors, Inc. Et Al | 0.00% | 32,096 | $190,329 | $189,687 | -$642 | -0.34% | |
| Logan Stone Capital, Llc | 0.05% | 27,811 | $164,919 | $164,363 | -$556 | -0.34% | |
| Osaic Holdings, Inc. | 0.00% | 23,343 | $138,413 | $137,957 | -$456 | -0.33% | |
| Xtx Topco Ltd | 0.00% | 19,964 | $118,387 | $117,987 | -$400 | -0.34% | |
| Kestra Advisory Services, Llc | 0.00% | 18,819 | $111,596 | $111,220 | -$376 | -0.34% | |
| Wells Fargo & Company/Mn | 0.00% | 17,435 | $103,391 | $103,041 | -$350 | -0.34% | |
| Raymond James Financial Inc | 0.00% | 16,590 | $98,379 | $98,047 | -$332 | -0.34% | |
| Capital Investment Counsel, Inc | 0.01% | 14,961 | $88,719 | $88,420 | -$299 | -0.34% | |
| Belpointe Asset Management Llc | 0.00% | 14,458 | $85,740 | $85,447 | -$293 | -0.34% | |
| Fortis Capital Advisors, Llc | 0.01% | 14,458 | $85,740 | $85,447 | -$293 | -0.34% | |
| Mccarter Private Wealth Services Llc | 0.04% | 14,458 | $85,740 | $85,447 | -$293 | -0.34% | |
| Truemark Investments, Llc | 0.01% | 10,749 | $63,742 | $63,527 | -$215 | -0.34% | |
| Integris Wealth Management, Llc | 0.01% | 10,053 | $59,618 | $59,413 | -$205 | -0.34% | |
| Winmill & Co. Inc | 0.00% | 2,250 | $13,343 | $13,298 | -$46 | -0.34% | |
| Ancora Advisors Llc | 0.00% | 1,068 | $6,333 | $6,312 | -$21 | -0.33% | |
| North Star Investment Management Corp. | 0.00% | 951 | $5,639 | $5,620 | -$19 | -0.33% | |
| Royal Bank Of Canada | 0.00% | 249 | $1,000 | $1,472 | +$472 | +47.16% | |
| Pnc Financial Services Group, Inc. | 0.00% | 16 | $95 | $95 | -$0 | -0.46% |
Frequently asked questions about SWZ
Who owns the most SWZ stock?
The largest holders of SWZ 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 SWISS HELVETIA FUND (SWZ).
Is SWZ widely held by superinvestors?
Many widely followed stocks like SWZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SWZ 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.