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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
OQS
251
Occudo Quantitative Strategies
Florida
$1.34M +$1.52M +30,040 New
CAM
252
Cresset Asset Management
Illinois
$1.32M +$389K +7,678 +36%
IG
253
ING Group
Netherlands
$1.3M -$1.73M -34,181 -54%
SCM
254
Sterling Capital Management
North Carolina
$1.3M -$304K -5,995 -17%
Cerity Partners
255
Cerity Partners
New York
$1.29M +$93.6K +1,845 +7%
URS
256
Utah Retirement Systems
Utah
$1.25M -$1.45M -28,606 -51%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$1.25M +$690K +13,599 +97%
MYLI
258
Meiji Yasuda Life Insurance
Japan
$1.24M -$72.6K -1,432 -5%
TW
259
Transform Wealth
Colorado
$1.23M -$49.4K -975 -3%
HighTower Advisors
260
HighTower Advisors
Illinois
$1.21M -$483K -9,534 -26%
LSERS
261
Louisiana State Employees Retirement System
Louisiana
$1.2M
SAM
262
Securian Asset Management
Minnesota
$1.18M -$23.5K -463 -2%
EAM
263
EdenTree Asset Management
United Kingdom
$1.13M
ACM
264
AlphaStar Capital Management
North Carolina
$1.09M +$134K +2,648 +12%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$1.09M -$174K -3,437 -12%
WG
266
Winton Group
United Kingdom
$1.08M +$28.8K +567 +2%
NC
267
Nekton Capital
United Kingdom
$1.08M +$1.22M +24,000 New
Royal London Asset Management
268
Royal London Asset Management
United Kingdom
$1.06M +$1.19M +23,537 New
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$1.06M +$76.3K +1,504 +7%
QCM
270
Quantinno Capital Management
New York
$1.05M -$594K -11,711 -33%
SC
271
Stance Capital
Massachusetts
$1.05M +$1.18M +23,304 New
IMCOOI
272
Investment Management Corp of Ontario (IMCO)
Canada
$1.05M +$15.2K +300 +1%
APG
273
Abacus Planning Group
South Carolina
$1.05M -$19.5K -385 -2%
NMERB
274
New Mexico Educational Retirement Board
New Mexico
$1.04M -$20.3K -400 -2%
Janney Montgomery Scott
275
Janney Montgomery Scott
Pennsylvania
$1.03M -$117K -2,306 -9%

SW Hedge Fund Activity: Q1 2025 in Review

595 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Smurfit Westrock (SW) for Q1 2025, worth a combined $19.7B — down 16% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SW positions and 75 closed out — a net gain of 2 holders — while 211 added to existing stakes and 224 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $220M. The largest seller was Victory Capital Management, cutting an estimated $271M.

  • 595 institutional investors held Smurfit Westrock (SW) as of Q1 2025, down from 601 in Q4 2024.
  • Funds reported $19.7B of Smurfit Westrock stock for Q1 2025, down 16% quarter-over-quarter.
  • 77 funds opened new Smurfit Westrock positions in Q1 2025 and 75 closed out, a net change of +2 holders.
  • The largest Smurfit Westrock buyer in Q1 2025 was Orbis Allan Gray, an estimated $220M added.
  • The largest Smurfit Westrock seller in Q1 2025 was Victory Capital Management, an estimated $271M sold.

Based on aggregated 13F filings for Q1 2025.