SW

Smurfit Westrock

570 hedge funds and large institutions have $19.4B invested in Smurfit Westrock in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 213 increasing their positions, 223 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 585570 (-15)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

11% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 85

Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.8M
Puts
$6.42M
Net Calls
Net Calls Change

Top Sellers

1 -$231M
2 -$115M
3 -$92.6M
4
BlackRock
BlackRock
New York
-$85.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$83.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$531K
QCM
327
QRG Capital Management
Illinois
$528K
NA
328
NewEdge Advisors
Louisiana
$525K
VSQM
329
V-Square Quantitative Management
Illinois
$517K
SI
330
Sapience Investments
California
$510K
VAS
331
Vestmark Advisory Solutions
Massachusetts
$507K
CFG
332
Citizens Financial Group
Rhode Island
$499K
VFA
333
Valeo Financial Advisors
Indiana
$496K
EF
334
Empowered Funds
Pennsylvania
$490K
GWM
335
Geneos Wealth Management
Colorado
$483K
CWA
336
Centennial Wealth Advisory
Michigan
$481K
Focus Partners Wealth
337
Focus Partners Wealth
Massachusetts
$477K
MSA
338
MUFG Securities Americas
New York
$474K
OAC
339
OMERS Administration Corp
Ontario, Canada
$469K
CSS
340
Cubist Systematic Strategies
Connecticut
$465K
NHC
341
Nicholas Hoffman & Company
Georgia
$456K
PG
342
Patten Group
Tennessee
$454K
VI
343
Vestcor Inc
New Brunswick, Canada
$443K
KB
344
Kimelman & Baird
New York
$442K
MC
345
Moors & Cabot
Massachusetts
$429K
PL
346
Perpetual Ltd
Australia
$425K
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$406K
GAM
348
Generali Asset Management
Italy
$405K
GCP
349
GSA Capital Partners
United Kingdom
$394K
BA
350
BIP Alliance
Georgia
$380K