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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
APG
276
Abacus Planning Group
South Carolina
$983K
VPIM
277
Vanguard Personalized Indexing Management
California
$983K -$26K -575 -2%
Connor, Clark & Lunn Investment Management (CC&L)
278
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$967K +$341K +7,538 +50%
HighTower Advisors
279
HighTower Advisors
Illinois
$959K +$51.9K +1,147 +5%
TAP
280
Tounjian Advisory Partners
Florida
$958K +$1.02M +22,512 New
NMERB
281
New Mexico Educational Retirement Board
New Mexico
$953K -$31.7K -700 -3%
Allspring Global Investments
282
Allspring Global Investments
North Carolina
$929K -$63.6K -1,406 -6%
Jacobs Levy Equity Management
283
Jacobs Levy Equity Management
New Jersey
$892K -$31K -685 -3%
BTI
284
Blue Trust Inc
Georgia
$889K +$48.8K +1,079 +5%
BCP
285
Berkeley Capital Partners
Georgia
$886K +$942K +20,810 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
286
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$880K +$40.1K +887 +4%
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$869K +$6.11K +135 +0.7%
TRSOTSOK
288
Teachers Retirement System of the State of Kentucky
Kentucky
$868K
DTL
289
Dynamic Technology Lab
Singapore
$866K -$20.9K -462 -2%
TMAM
290
Tokio Marine Asset Management
Japan
$866K +$6.29K +139 +0.7%
IFU
291
iSAM Funds (UK)
United Kingdom
$838K +$891K +19,684 New
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$827K -$266K -5,887 -23%
XT
293
XTX Topco
Cayman Islands
$824K +$876K +19,348 New
DFCM
294
Dark Forest Capital Management
Puerto Rico
$821K -$255K -5,640 -23%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$796K +$64.5K +1,426 +8%
BC
296
Burney Company
Virginia
$780K -$42.6K -942 -5%
AC
297
Allstate Corporation
Illinois
$774K +$823K +18,174 New
HI
298
Horizon Investments
North Carolina
$773K +$7.65K +169 +0.9%
MMA
299
Miracle Mile Advisors
California
$770K +$1.49K +33 +0.2%
ECM
300
Everence Capital Management
Indiana
$758K

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.