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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
WHG
251
Westwood Holdings Group
Texas
$1.32M +$21.2K +468 +2%
RBI
252
Raiffeisen Bank International
Austria
$1.29M -$1.2M -26,492 -46%
Cerity Partners
253
Cerity Partners
New York
$1.26M -$63.3K -1,398 -4%
LBC
254
Lowe Brockenbrough & Co
Virginia
$1.26M -$56.3K -1,244 -4%
GAM
255
Generali Asset Management
Italy
$1.26M +$751K +16,592 +129%
Neuberger Berman Group
256
Neuberger Berman Group
New York
$1.24M +$305K +6,744 +30%
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$1.24M +$345K +7,630 +36%
GCA
258
Greenwood Capital Associates
South Carolina
$1.24M +$1.32M +29,080 New
NIM
259
NEOS Investment Management
Connecticut
$1.2M +$494K +10,916 +63%
NB
260
Norinchukin Bank
Japan
$1.18M +$62.1K +1,373 +5%
MYLI
261
Meiji Yasuda Life Insurance
Japan
$1.17M -$56.2K -1,242 -4%
LSERS
262
Louisiana State Employees Retirement System
Louisiana
$1.17M +$54.3K +1,200 +5%
EI
263
Ethic Inc
New York
$1.15M -$637K -14,083 -34%
PHK
264
Point72 Hong Kong
Hong Kong
$1.14M -$1.53M -33,907 -56%
RAM
265
Redmond Asset Management
Virginia
$1.08M +$338K +7,473 +42%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$1.08M
SAM
267
Securian Asset Management
Minnesota
$1.07M -$25.6K -565 -2%
DT
268
Diversified Trust
Tennessee
$1.07M +$45.5K +1,006 +4%
OAC
269
OMERS Administration Corp
Ontario, Canada
$1.07M +$643K +14,200 +131%
EAM
270
EdenTree Asset Management
United Kingdom
$1.06M
BCV
271
Banque Cantonale Vaudoise
Switzerland
$1.05M -$499K -11,018 -31%
IMCOOI
272
Investment Management Corp of Ontario (IMCO)
Canada
$1.04M +$530K +11,700 +92%
Lazard Asset Management
273
Lazard Asset Management
New York
$1.03M +$771K +17,038 +318%
AI
274
Atria Investments
North Carolina
$1.03M -$185K -4,093 -14%
NC
275
Nekton Capital
United Kingdom
$1.03M

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.