Who Owns SWISS HELVETIA FD INC COM (SWZ)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $32.3M of SWISS HELVETIA FD INC COM (SWZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CSS LLC/IL ($6.2M), BANK OF AMERICA CORP /DE/ ($5.2M), Matisse Capital ($3.6M), ICON ADVISERS INC/CO ($2.7M), Saba Capital Management, L.P. ($2.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CSS LLC/IL$6.2M1.0MAdded
2BANK OF AMERICA CORP /DE/$5.2M867,363New
3Matisse Capital$3.6M609,000Added
4ICON ADVISERS INC/CO$2.7M446,220Trimmed
5Saba Capital Management, L.P.$2.4M404,080Hold
6Shaker Financial Services, LLC$2.3M393,170Added
7Logan Stone Capital, LLC$1.2M198,157Added
8BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1.0M168,610Added
9EVOLVE PRIVATE WEALTH, LLC$826,800139,192Trimmed
10Yakira Capital Management, Inc.$745,809125,557Hold
11Almitas Capital LLC$686,551115,581Added
12LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$581,21197,847Added
13GARDNER RUSSO & QUINN LLC$580,14097,667Hold
14Uncommon Cents Investing LLC$505,11585,036Added
15Alpine Global Management, LLC$349,62258,859Trimmed
16PRIVATE MANAGEMENT GROUP INC$333,43010,545Hold
17COMMONWEALTH EQUITY SERVICES, LLC$333,06056,071Trimmed
18MORGAN STANLEY$276,21046,500Trimmed
19Noble Wealth Management PBC$254,71942,882Trimmed
20Bulldog Investors, LLP$239,58440,334Added
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$219,95237,029New
22Cutler Capital Management, LLC$213,37135,921New
23HRT FINANCIAL LP$209,00035,262New
24OSAIC HOLDINGS, INC.$207,94735,011Added
25GAMCO INVESTORS, INC. ET AL$190,65032,096Hold

Source: SEC Form 13F filings · as of 2026-06-30