Who Owns FXF?
Invesco CurrencyShares Swiss Franc Trust — Institutional Ownership & 13F Holdings
$112.35
-0.07 (-0.06%)
Market Cap
$397.6M
Shares Outstanding
3,480,894
Institutional Holders
41
Total Inst. Value
$37.4M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
8
Closed Positions
8
Increased
15
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $6.0M | 60,105 |
| 2 | CIBC WORLD MARKET INC. | $5.5M | 54,670 |
| 3 | HighTower Advisors, LLC | $4.1M | 41,049 |
| 4 | Ashton Thomas Private Wealth, LLC | $3.1M | 31,185 |
| 5 | JANE STREET GROUP, LLC | $2.7M | 27,045 |
| 6 | Focus Partners Wealth | $2.0M | 19,429 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 18,420 |
| 8 | NewSquare Capital LLC | $1.8M | 18,020 |
| 9 | Sonoma Private Wealth LLCNew | $1.4M | 14,351 |
| 10 | WELLS FARGO & COMPANY/MN | $1.2M | 12,087 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CIBC WORLD MARKET INC. | +19K | $5.5M |
| HighTower Advisors, LLC | +15K | $4.1M |
| JANE STREET GROUP, LLC | +21K | $2.7M |
| Sonoma Private Wealth LLCNew | +14K | $1.4M |
| WELLS FARGO & COMPANY/MN | +1K | $1.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | -36K | $3.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -35K | $1.8M |
| FLOW TRADERS U.S. LLC | -19K | $663K |
| MORGAN STANLEY | -3K | $6.0M |
| NewSquare Capital LLC | -445 | $1.8M |
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Frequently Asked Questions
How many institutional investors hold FXF?
As of Q1 2025, 41 institutional investors report holding FXF (Invesco CurrencyShares Swiss Franc Trust) in their 13F filings.
Which hedge fund owns the most FXF?
The largest institutional holder of FXF is MORGAN STANLEY with $6.0M in shares.
Are institutions buying or selling FXF?
This quarter, 8 institutions opened new positions in FXF and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.