We are live on ! Find out more
SW

Smurfit Westrock

595 hedge funds and large institutions have $19.7B invested in Smurfit Westrock in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 224 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $2.64M

3% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 75

0.26% more ownership

Funds ownership: 83.61%83.87% (+0.26%)

1% less funds holding

Funds holding: 601595 (-6)

6% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 224

16% less capital invested

Capital invested by funds: $23.4B → $19.7B (-$3.7B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
595
Holders Change
-6
Holders Change %
-1%
% of All Funds
7.98%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
77
Increased
211
Reduced
224
Closed
75
Calls
$14.8M
Puts
$2.64M
Net Calls
+$12.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
Woodline Partners
California
$1.88M +$613K +12,096 +41%
Lazard Asset Management
227
Lazard Asset Management
New York
$1.88M -$1.91M -37,690 -47%
EI
228
Ethic Inc
New York
$1.86M +$172K +3,387 +9%
Aberdeen Group
229
Aberdeen Group
United Kingdom
$1.86M -$1.48M -29,164 -41%
FIM
230
Fruth Investment Management
Texas
$1.86M -$14.1K -278 -0.7%
OPERF
231
Oregon Public Employees Retirement Fund
Oregon
$1.82M -$100K -1,980 -5%
RAM
232
Ramirez Asset Management
New York
$1.78M +$2.01M +39,614 New
MSU
233
Mizuho Securities USA
New York
$1.78M -$367K -7,246 -15%
VA
234
Vident Advisory
Georgia
$1.75M +$1.39M +27,413 +242%
MCM
235
Mainstay Capital Management
Michigan
$1.67M +$17.4K +344 +0.9%
Neuberger Berman Group
236
Neuberger Berman Group
New York
$1.63M -$400K -7,894 -18%
LIP
237
Lighthouse Investment Partners
Florida
$1.58M -$5.07M -100,000 -74%
TAM
238
Timucuan Asset Management
Florida
$1.58M
SO
239
STRS Ohio
Ohio
$1.56M +$1.76M +34,654 New
Rafferty Asset Management
240
Rafferty Asset Management
New York
$1.54M -$446K -8,796 -21%
LBC
241
Lowe Brockenbrough & Co
Virginia
$1.49M
Cambridge Investment Research Advisors
242
Cambridge Investment Research Advisors
Iowa
$1.45M -$28.9K -569 -2%
GT
243
Glenmede Trust
Pennsylvania
$1.45M +$18.8K +371 +1%
OGC
244
One68 Global Capital
New York
$1.44M +$34.2K +674 +2%
WHG
245
Westwood Holdings Group
Texas
$1.41M -$327K -6,440 -17%
YIH
246
Y-Intercept (HK)
Hong Kong
$1.4M +$1.57M +30,985 New
Truist Financial
247
Truist Financial
North Carolina
$1.36M -$628K -12,393 -29%
Mariner
248
Mariner
Kansas
$1.36M +$70.5K +1,390 +5%
BPCE
249
Bank Pictet & Cie (Europe)
Germany
$1.35M -$620K -12,230 -29%
Pacer Advisors
250
Pacer Advisors
Pennsylvania
$1.35M -$767K -15,128 -34%