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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
PA
326
Profund Advisors
Maryland
$566K +$87.7K +1,730 +16%
WAM
327
Wolverine Asset Management
Illinois
$541K +$608K +12,000 New
CFG
328
Citizens Financial Group
Rhode Island
$536K +$16.6K +328 +3%
SI
329
Sapience Investments
California
$532K +$134K +2,640 +29%
RIA
330
Recurrent Investment Advisors
Texas
$531K -$1.28M -25,291 -68%
QCM
331
QRG Capital Management
Illinois
$528K +$306K +6,032 +106%
PG
332
Patten Group
Tennessee
$526K -$62K -1,223 -9%
USAA
333
United Services Automobile Association
Texas
$515K – – –
MML Investors Services
334
MML Investors Services
Massachusetts
$514K -$138K -2,722 -19%
MFG
335
Merit Financial Group
Georgia
$492K +$70.2K +1,385 +15%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$491K -$232K -4,574 -30%
SFS
337
Sowell Financial Services
Arkansas
$490K +$552K +10,885 New
OMC
338
Old Mission Capital
Illinois
$473K +$533K +10,503 New
VFA
339
Valeo Financial Advisors
Indiana
$471K -$112K -2,216 -17%
VI
340
Vestcor Inc
New Brunswick, Canada
$465K +$1.12K +22 +0.2%
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$464K +$76.2K +1,503 +17%
KB
342
Kimelman & Baird
New York
$462K – – –
VSQM
343
V-Square Quantitative Management
Illinois
$456K +$96.3K +1,899 +23%
MP
344
McDonald Partners
Ohio
$451K – – –
MC
345
Moors & Cabot
Massachusetts
$447K -$23.9K -471 -5%
GAM
346
Generali Asset Management
Italy
$446K -$2.09M -41,225 -76%
TRCT
347
Tower Research Capital (TRC)
New York
$445K -$1.36M -26,834 -73%
FFM
348
Forum Financial Management
Illinois
$443K +$3.09K +61 +0.6%
EF
349
Empowered Funds
Pennsylvania
$425K -$2.13K -42 -0.4%
Jones Financial Companies
350
Jones Financial Companies
Missouri
$417K +$76.1K +1,501 +19%
12 13
14
15 16

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.