Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO CURRENCYSHARES SWISS (FXF)

82 + Investors. Track Smart Money conviction in FXF. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — FXF

Based on 80 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FXF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
80 hedge funds hold FXF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +100% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+100% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

43 buying30 selling
Last quarter: 43 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 41 → 13 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 46% new

35% conviction (2yr+) 19% medium 46% new
Of the 80 current holders: 28 (35%) held >2 years, 15 held 1–2 years, and 37 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

5 → 7 → 41 → 13 → 16 new funds/Q
New funds entering each quarter: 7 → 41 → 13 → 16. FXF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 2% 1-2yr 46% new
Of 82 current holders: 42 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
11 of 80 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FXF

How many hedge funds hold FXF — quarterly history vs. share price
Quarterly hedge fund ownership of FXF vs. share price

Market Analysis: FXF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: FXF
2026 Q1 Stats Unlock in 22 days 82 + Investors

Track Smart Money conviction in FXF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 78 5.13%
13F Shares 1M 1M 5.98%
Total Value $120M $113M 6.34%
New Positions 16 13 +3
Increased Positions 29 42 -13
Closed Positions 11 13 -2
Reduced Positions 24 24 -
Total Calls 3 4 -25.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 0.5 Bullish

Statistics: FXF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

82 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FXF. Verified SEC 13F-HR filings.

Top 20 institutional holders of FXF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HENGEHOLD CAPITAL MANAGEMENT LLC 0.99% 102,183 $11.3M
2 Presidio Capital Management, LLC 0.08% 2,500 $276K
3 JAMES INVESTMENT RESEARCH, INC. 0.08% 6,411 $708K
4 Cornerstone Wealth Management, LLC 0.06% 11,340 $1.3M
5 Baker Ellis Asset Management LLC 0.06% 4,500 $497K
6 Fairman Group, LLC 0.05% 520 $57K
7 OPPENHEIMER & CO INC 0.04% 31,415 $3.5M
8 PFG Investments, LLC 0.04% 7,790 $860K
9 Key FInancial Inc 0.02% 1,200 $132K
10 Pure Financial Advisors, LLC 0.02% 13,499 $1.5M
11 Roxbury Financial LLC 0.01% 138 $15K
12 RFG Advisory, LLC 0.01% 5,130 $566K
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 12,527 $1.4M
14 AdvisorNet Financial, Inc 0.00% 222 $25K
15 Farther Finance Advisors, LLC 0.00% 860 $96K
16 Sterling Capital Management LLC 0.00% 414 $46K
17 Physician Wealth Advisors, Inc. 0.00% 45 $5K
18 Spire Wealth Management 0.00% 175 $19K
19 IFP Advisors, Inc 0.00% 100 $11K
20 MATHER GROUP, LLC. 0.00% 4
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO CURRENCYSHARES SWISS (FXF)

What does the Smart Money Trend signal show for FXF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FXF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FXF?

Slight buying edge — 59% buying: Last quarter: 43 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FXF holders?

Strong quality — 21% AUM from major funds: 11 of 80 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FXF?

Mixed — 35% long-term, 46% new: Of the 80 current holders: 28 (35%) held >2 years, 15 held 1–2 years, and 37 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.