We are live on ! Find out more
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
Truist Financial
301
Truist Financial
North Carolina
$748K -$52.5K -1,160 -6%
VFA
302
Valeo Financial Advisors
Indiana
$741K +$267K +5,898 +51%
Assenagon Asset Management
303
Assenagon Asset Management
Luxembourg
$733K +$66K +1,458 +9%
CGPCS
304
Capital Group Private Client Services
California
$711K +$756K +16,692 New
TI
305
Tidal Investments
Wisconsin
$708K +$90.5K +2,000 +14%
GWMR
306
GC Wealth Management RIA
Massachusetts
$702K +$75K +1,658 +11%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$701K +$189K +4,176 +34%
WAM
308
Weatherly Asset Management
California
$697K -$150K -3,312 -17%
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$685K -$53.1K -1,173 -7%
IWA
310
Icon Wealth Advisors
Texas
$683K +$7.2K +159 +1%
OTL
311
Oak Thistle LLC
New York
$681K +$724K +15,999 New
BEI
312
Benjamin Edwards Inc
Missouri
$662K +$397K +8,766 +129%
T2I
313
Turim 21 Investimentos
Brazil
$656K +$328K +7,256 +198%
6F
314
626 Financial
Michigan
$653K -$19.6K -433 -3%
NW
315
NewEdge Wealth
Pennsylvania
$651K +$535K +11,818 +189%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$651K -$230K -5,079 -25%
MNBTD
317
Moody National Bank Trust Division
Texas
$631K -$8.28K -183 -1%
SG Americas Securities
318
SG Americas Securities
New York
$623K -$3.08M -68,052 -82%
CGH
319
Crossmark Global Holdings
Texas
$623K
STA
320
Summit Trail Advisors
New York
$622K +$391K +8,648 +145%
TCM
321
Twin Capital Management
Pennsylvania
$617K -$1.77M -39,208 -73%
FW
322
FullCircle Wealth
Texas
$616K -$7.92K -175 -1%
MSA
323
MUFG Securities Americas
New York
$599K +$140K +3,090 +28%
FFM
324
Forum Financial Management
Illinois
$597K -$73.8K -1,630 -10%
Squarepoint
325
Squarepoint
New York
$593K -$598K -13,203 -49%

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.