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SW

Smurfit Westrock

599 hedge funds and large institutions have $19.3B invested in Smurfit Westrock in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 242 increasing their positions, 180 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

641% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $4.89M

49% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 59

34% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 180

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

4% more funds holding

Funds holding: 575599 (+24)

0.52% more ownership

Funds ownership: 86.26%86.78% (+0.52%)

1% less capital invested

Capital invested by funds: $19.4B → $19.3B (-$183M)

Holders
599
Holders Change
+24
Holders Change %
+4.17%
% of All Funds
7.86%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
88
Increased
242
Reduced
180
Closed
59
Calls
$36.2M
Puts
$4.89M
Net Calls
+$31.3M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
226
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.93M +$499K +11,019 +32%
TAM
227
Timucuan Asset Management
Florida
$1.92M
WBG
228
Wharton Business Group
Pennsylvania
$1.9M
Rafferty Asset Management
229
Rafferty Asset Management
New York
$1.89M +$112K +2,483 +6%
Swedbank
230
Swedbank
Sweden
$1.89M
IRC
231
Investors Research Corp
Georgia
$1.86M -$10.2K -225 -0.5%
GLF
232
Groupe la Francaise
France
$1.82M +$1.91M +42,168 +3,574%
MSU
233
Mizuho Securities USA
New York
$1.79M +$170K +3,756 +11%
AAB
234
ABN AMRO Bank
Netherlands
$1.76M -$17.7M -391,015 -90%
ANRF
235
Adams Natural Resources Fund
Maryland
$1.76M
LIP
236
Lighthouse Investment Partners
Florida
$1.7M -$1.13M -25,000 -38%
MCM
237
Mainstay Capital Management
Michigan
$1.65M -$1.65M -36,562 -48%
SCM
238
Sterling Capital Management
North Carolina
$1.65M -$208K -4,598 -11%
PA
239
Pinnacle Associates
New York
$1.64M -$34.2K -756 -2%
O
240
Ossiam
France
$1.63M -$368K -8,140 -18%
PCMI
241
Paradigm Capital Management Inc
New York
$1.63M -$2.72M -60,000 -61%
FIM
242
Fruth Investment Management
Texas
$1.6M -$115K -2,535 -6%
Osaic Holdings
243
Osaic Holdings
Arizona
$1.59M +$115K +2,541 +8%
GC
244
Guggenheim Capital
Illinois
$1.59M +$883K +19,498 +110%
Robeco Institutional Asset Management
245
Robeco Institutional Asset Management
Netherlands
$1.5M -$3.96M -87,565 -71%
Stifel Financial
246
Stifel Financial
Missouri
$1.47M -$1.95K -43 -0.1%
KRS
247
Kentucky Retirement Systems
Kentucky
$1.39M +$1.48M +32,709 New
Boston Partners
248
Boston Partners
Massachusetts
$1.39M +$533K +11,773 +57%
Bank Julius Baer & Co
249
Bank Julius Baer & Co
Switzerland
$1.37M -$109K -2,407 -7%
Mariner
250
Mariner
Kansas
$1.36M +$13.3K +294 +0.9%

SW Hedge Fund Activity: Q3 2025 in Review

599 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Smurfit Westrock (SW) for Q3 2025, worth a combined $19.3B — down 0.94% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SW positions and 59 closed out — a net gain of 29 holders — while 242 added to existing stakes and 180 trimmed.

The largest buyer was UBS Group, adding an estimated $372M. The largest seller was Vanguard Group, cutting an estimated $858M.

  • 599 institutional investors held Smurfit Westrock (SW) as of Q3 2025, up from 575 in Q2 2025.
  • Funds reported $19.3B of Smurfit Westrock stock for Q3 2025, down 0.94% quarter-over-quarter.
  • 88 funds opened new Smurfit Westrock positions in Q3 2025 and 59 closed out, a net change of +29 holders.
  • The largest Smurfit Westrock buyer in Q3 2025 was UBS Group, an estimated $372M added.
  • The largest Smurfit Westrock seller in Q3 2025 was Vanguard Group, an estimated $858M sold.

Based on aggregated 13F filings for Q3 2025.