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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
BA
351
BIP Alliance
Georgia
$407K -$1.22K -24 -0.3%
TI
352
Tidal Investments
Wisconsin
$407K -$1.2M -23,635 -72%
Focus Partners Wealth
353
Focus Partners Wealth
Massachusetts
$405K -$25.3K -498 -5%
MSA
354
MUFG Securities Americas
New York
$394K +$73.9K +1,458 +20%
AWA
355
Arkadios Wealth Advisors
Georgia
$394K +$443K +8,744 New
3IP
356
3Chopt Investment Partners
Virginia
$393K +$443K +8,732 New
RCM
357
Radnor Capital Management
Pennsylvania
$391K -$25.1K -496 -5%
TIM
358
Triodos Investment Management
Netherlands
$387K -$30.1M -594,534 -99%
AC
359
Allstate Corporation
Illinois
$387K -$340K -6,699 -44%
Nisa Investment Advisors
360
Nisa Investment Advisors
Missouri
$376K +$179K +3,530 +73%
IAMOG
361
Investors Asset Management of Georgia
Georgia
$369K -$12.4K -245 -3%
EF
362
Empirical Finance
Pennsylvania
$353K -$761 -15 -0.2%
DT
363
Diversified Trust
Tennessee
$352K -$79.3K -1,564 -17%
GWMR
364
GC Wealth Management RIA
Massachusetts
$352K -$239K -4,707 -38%
WB
365
WesBanco Bank
West Virginia
$350K
PK
366
Pflug Koory
Nebraska
$343K -$20.4K -403 -5%
HFM
367
Hartford Financial Management
Connecticut
$343K -$33K -650 -8%
PCIA
368
Prime Capital Investment Advisors
Kansas
$337K +$379K +7,470 New
MYIA
369
Mount Yale Investment Advisors
Colorado
$334K -$42.4K -837 -10%
SPIA
370
Steward Partners Investment Advisory
New York
$323K -$55.9K -1,103 -13%
HI
371
Horizon Investments
North Carolina
$321K +$19.4K +382 +6%
CC
372
Chicago Capital
Illinois
$319K +$359K +7,075 New
WF
373
Womack Financial
Texas
$318K -$15.3K -302 -4%
PAS
374
Park Avenue Securities
New York
$316K -$273K -5,388 -43%
MPM
375
MBB Public Markets
Illinois
$313K +$352K +6,947 New

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.