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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
MSE
351
MUFG Securities EMEA
United Kingdom
$425K +$386K +8,537 +586%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$415K +$49.2K +1,086 +13%
JF
353
Jump Financial
Illinois
$414K -$546K -12,062 -55%
MC
354
Moors & Cabot
Massachusetts
$414K -$10K -222 -2%
HWM
355
HB Wealth Management
Georgia
$401K +$426K +9,416 New
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$396K -$4.57K -101 -1%
NAAA
357
New Age Alpha Advisors
New York
$389K +$202K +4,466 +97%
CII
358
Capital International Inc
California
$373K +$396K +8,755 New
VanEck Associates
359
VanEck Associates
New York
$369K -$470K -10,379 -54%
YIH
360
Y-Intercept (HK)
Hong Kong
$362K -$975K -21,538 -72%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$346K +$32.9K +726 +10%
RCM
362
Radnor Capital Management
Pennsylvania
$343K
PG
363
Patten Group
Tennessee
$339K -$116K -2,561 -24%
MML Investors Services
364
MML Investors Services
Massachusetts
$336K +$4.12K +91 +1%
EF
365
Empirical Finance
Pennsylvania
$333K -$272 -6 -0.1%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$328K +$349K +7,713 New
LI
367
LifeWealth Investments
Florida
$327K -$2.17K -48 -0.6%
WB
368
WesBanco Bank
West Virginia
$324K
PK
369
Pflug Koory
Nebraska
$323K -$996 -22 -0.3%
P
370
&Partners
Tennessee
$315K +$339K +7,490 New
TIM
371
Triodos Investment Management
Netherlands
$315K
IAMOG
372
Investors Asset Management of Georgia
Georgia
$311K -$38.5K -850 -10%
AFG
373
Atomi Financial Group
New York
$307K +$42.9K +947 +15%
Wealthfront Advisers
374
Wealthfront Advisers
California
$302K +$67.8K +1,498 +27%
Creative Planning
375
Creative Planning
Kansas
$301K +$15.3K +338 +5%

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.