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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
FAF
301
Fjarde Ap-fonden
Sweden
$757K -$7.02M -138,400 -89%
Assenagon Asset Management
302
Assenagon Asset Management
Luxembourg
$737K +$24.7K +488 +3%
6F
303
626 Financial
Michigan
$732K -$47.4K -934 -5%
NHC
304
Nicholas Hoffman & Company
Georgia
$730K +$335K +6,616 +69%
IIM
305
INTECH Investment Management
Florida
$721K -$208K -4,100 -20%
FW
306
FullCircle Wealth
Texas
$714K +$219K +4,311 +35%
IWA
307
Icon Wealth Advisors
Texas
$714K +$3.3K +65 +0.4%
IMRF
308
Illinois Municipal Retirement Fund
Illinois
$700K
CGH
309
Crossmark Global Holdings
Texas
$685K -$3.14K -62 -0.4%
ECM
310
Everence Capital Management
Indiana
$684K
SDIC
311
South Dakota Investment Council
South Dakota
$672K
MNBTD
312
Moody National Bank Trust Division
Texas
$664K +$52.1K +1,028 +7%
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$656K +$370K +7,298 +100%
Osaic Holdings
314
Osaic Holdings
Arizona
$644K -$442K -8,712 -38%
CIM
315
Contravisory Investment Management
Massachusetts
$641K +$1.72K +34 +0.2%
CC
316
Centiva Capital
New York
$640K +$720K +14,198 New
First Trust Advisors
317
First Trust Advisors
Illinois
$634K -$659K -12,987 -48%
TPCW
318
TD Private Client Wealth
New York
$623K -$205K -4,050 -23%
NIM
319
NEOS Investment Management
Connecticut
$616K +$128K +2,524 +23%
WA
320
Wealth Alliance
New York
$614K +$213K +4,209 +45%
HWM
321
HB Wealth Management
Georgia
$606K +$8.52K +168 +1%
LWAM
322
Legacy Wealth Asset Management
Minnesota
$599K +$674K +13,293 New
NA
323
NewEdge Advisors
Louisiana
$598K +$442K +8,726 +192%
AQR Capital Management
324
AQR Capital Management
Connecticut
$593K +$323K +6,378 +91%
LOAMS
325
Lombard Odier Asset Management (Switzerland)
Switzerland
$568K +$122K +2,402 +24%

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.