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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
KRSITF
326
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$584K +$621K +13,710 New
LWAM
327
Legacy Wealth Asset Management
Minnesota
$579K +$2.26K +50 +0.4%
MFG
328
Merit Financial Group
Georgia
$575K +$28.6K +632 +5%
WI
329
Wahed Invest
New York
$575K +$611K +13,500 New
LOAMS
330
Lombard Odier Asset Management (Switzerland)
Switzerland
$561K -$83.5K -1,844 -12%
PA
331
Profund Advisors
Maryland
$551K +$11.9K +263 +2%
DI
332
Diligent Investors
California
$548K -$107K -2,358 -15%
Nisa Investment Advisors
333
Nisa Investment Advisors
Missouri
$535K -$80.9K -1,788 -12%
VSQM
334
V-Square Quantitative Management
Illinois
$534K +$25.2K +557 +5%
Nomura Holdings
335
Nomura Holdings
Japan
$534K +$568K +12,540 New
EF
336
Empowered Funds
Pennsylvania
$531K +$50.7K +1,120 +10%
SO
337
STRS Ohio
Ohio
$530K -$1.68M -37,155 -75%
QCM
338
QRG Capital Management
Illinois
$527K +$5.75K +127 +1%
CWA
339
Centennial Wealth Advisory
Michigan
$511K +$38.7K +855 +8%
US Bancorp
340
US Bancorp
Minnesota
$507K -$75.4K -1,665 -12%
SI
341
Sapience Investments
California
$502K -$905 -20 -0.2%
CFG
342
Citizens Financial Group
Rhode Island
$501K +$9.1K +201 +2%
VF
343
Virtu Financial
New York
$495K -$532K -11,746 -50%
WA
344
Wealth Alliance
New York
$480K -$50K -1,104 -9%
FAF
345
Fjarde Ap-fonden
Sweden
$464K -$276K -6,100 -36%
TRCT
346
Tower Research Capital (TRC)
New York
$460K -$1.15M -25,424 -70%
NHC
347
Nicholas Hoffman & Company
Georgia
$450K
Focus Partners Wealth
348
Focus Partners Wealth
Massachusetts
$445K -$27.2K -601 -5%
VI
349
Vestcor Inc
New Brunswick, Canada
$437K
KB
350
Kimelman & Baird
New York
$436K

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.