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SW

Smurfit Westrock

575 hedge funds and large institutions have $19.4B invested in Smurfit Westrock in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 214 increasing their positions, 228 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $6.42M

2.38% more ownership

Funds ownership: 83.87%86.26% (+2.4%)

1% less capital invested

Capital invested by funds: $19.7B → $19.4B (-$266M)

6% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 228

3% less funds holding

Funds holding: 595575 (-20)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

16% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 87

Holders
575
Holders Change
-20
Holders Change %
-3.36%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
73
Increased
214
Reduced
228
Closed
87
Calls
$16.8M
Puts
$6.42M
Net Calls
+$10.4M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$373K -$70.3K -1,644 -16%
SRL
352
Scientech Research LLC
New Jersey
$371K +$368K +8,608 New
IAMOG
353
Investors Asset Management of Georgia
Georgia
$352K -$1.41K -33 -0.4%
RCM
354
Radnor Capital Management
Pennsylvania
$348K -$26.2K -613 -7%
CAS
355
CTC Alternative Strategies
Illinois
$341K +$338K +7,900 New
VA
356
Vident Advisory
Georgia
$339K -$1.32M -30,877 -80%
EF
357
Empirical Finance
Pennsylvania
$337K -$299 -7 -0.1%
MML Investors Services
358
MML Investors Services
Massachusetts
$337K -$154K -3,604 -32%
LI
359
LifeWealth Investments
Florida
$334K +$331K +7,735 New
IPWA
360
International Private Wealth Advisors
California
$329K +$326K +7,620 New
PK
361
Pflug Koory
Nebraska
$329K
WB
362
WesBanco Bank
West Virginia
$328K -$6.67K -156 -2%
HFM
363
Hartford Financial Management
Connecticut
$328K
MP
364
McDonald Partners
Ohio
$324K -$107K -2,500 -25%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$320K +$117K +2,735 +59%
Capstone Investment Advisors
366
Capstone Investment Advisors
New York
$319K +$317K +7,398 New
TIM
367
Triodos Investment Management
Netherlands
$319K -$55.6K -1,300 -15%
BCM
368
Bayesian Capital Management
New York
$311K +$308K +7,200 New
CC
369
Chicago Capital
Illinois
$305K
Jones Financial Companies
370
Jones Financial Companies
Missouri
$305K -$97.7K -2,283 -24%
MA
371
MONECO Advisors
Connecticut
$295K -$3.12K -73 -1%
Corient Private Wealth
372
Corient Private Wealth
Florida
$294K -$480K -11,211 -62%
BEI
373
Benjamin Edwards Inc
Missouri
$292K +$11.3K +264 +4%
Creative Planning
374
Creative Planning
Kansas
$291K -$657K -15,364 -69%
KAS
375
Kestra Advisory Services
Texas
$288K -$6.76K -158 -2%

SW Hedge Fund Activity: Q2 2025 in Review

575 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Smurfit Westrock (SW) for Q2 2025, worth a combined $19.4B — down 1.3% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of SW and 73 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 214 added.

The largest buyer was Orbis Allan Gray, adding an estimated $355M. The largest seller was Boston Partners, cutting an estimated $229M.

  • 575 institutional investors held Smurfit Westrock (SW) as of Q2 2025, down from 595 in Q1 2025.
  • Funds reported $19.4B of Smurfit Westrock stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 73 funds opened new Smurfit Westrock positions in Q2 2025 and 87 closed out, a net change of -14 holders.
  • The largest Smurfit Westrock buyer in Q2 2025 was Orbis Allan Gray, an estimated $355M added.
  • The largest Smurfit Westrock seller in Q2 2025 was Boston Partners, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2025.