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SW

Smurfit Westrock
SW

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: 601 → 595 (-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: 16 → 13 (-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

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$152M
3
N
Nuveen
North Carolina
+$132M
4
BlackRock
BlackRock
New York
+$101M
5
Citigroup
Citigroup
New York
+$87.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$271M
2
Norges Bank
Norges Bank
Norway
-$127M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$113M
4
Bank of America
Bank of America
North Carolina
-$106M
5
LA
LBP AM
France
-$67.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
276
Allspring Global Investments
North Carolina
$1M -$8.21K -162 -0.7%
Creative Planning
277
Creative Planning
Kansas
$996K -$115K -2,274 -9%
Axa
278
Axa
France
$991K +$50.5K +996 +5%
VPIM
279
Vanguard Personalized Indexing Management
California
$950K -$162K -3,198 -13%
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$933K +$425K +8,389 +68%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$919K – – –
WAM
282
Weatherly Asset Management
California
$917K -$166K -3,272 -14%
Jacobs Levy Equity Management
283
Jacobs Levy Equity Management
New Jersey
$913K +$1.03M +20,271 New
CCM
284
Canal Capital Management
Virginia
$911K +$1.03M +20,221 New
MMA
285
Miracle Mile Advisors
California
$900K +$913 +18 +0.1%
GC
286
Guggenheim Capital
Illinois
$893K +$43.4K +855 +5%
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$873K +$304 +6 +0%
NB
288
Norinchukin Bank
Japan
$861K +$88.3K +1,741 +10%
DI
289
Diligent Investors
California
$857K -$147K -2,890 -13%
BTI
290
Blue Trust Inc
Georgia
$849K +$410K +8,087 +75%
VanEck Associates
291
VanEck Associates
New York
$842K +$666K +13,142 +237%
GWM
292
Geneos Wealth Management
Colorado
$840K +$643K +12,689 +213%
DFCM
293
Dark Forest Capital Management
Puerto Rico
$815K +$917K +18,080 New
Corient Private Wealth
294
Corient Private Wealth
Florida
$813K -$73.6K -1,452 -7%
TMAM
295
Tokio Marine Asset Management
Japan
$811K +$29.7K +586 +3%
US Bancorp
296
US Bancorp
Minnesota
$779K -$15.5K -306 -2%
SF
297
Synovus Financial
Georgia
$776K -$1.98K -39 -0.2%
DWM
298
Dynasty Wealth Management
Florida
$773K +$22.6K +446 +3%
Group One Trading
299
Group One Trading
Illinois
$765K +$61.7K +1,217 +8%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$763K +$53.7K +1,060 +7%
10 11
12
13 14

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.