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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
MA
376
MONECO Advisors
Connecticut
$311K -$30.4K -600 -8%
KAS
377
Kestra Advisory Services
Texas
$308K -$217K -4,271 -38%
WA
378
Waverly Advisors
Alabama
$308K +$31.5K +621 +10%
UCFA
379
United Capital Financial Advisors
Texas
$305K +$153K +3,025 +81%
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$304K -$77K -1,518 -18%
SIA
381
Schechter Investment Advisors
Michigan
$300K -$77K -1,518 -19%
SP
382
SIH Partners
Delaware
$294K +$331K +6,522 New
BEI
383
Benjamin Edwards Inc
Missouri
$293K -$19.2K -379 -5%
LCGC
384
Legacy Capital Group California
California
$292K +$87.5K +1,726 +36%
Empower Advisory Group
385
Empower Advisory Group
Colorado
$291K +$328K +6,465 New
O
386
Ossiam
France
$276K -$164K -3,244 -35%
ASN
387
Advisory Services Network
Georgia
$269K -$22.5K -444 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
388
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$266K +$299K +5,895 New
GI
389
GAMMA Investing
California
$258K -$52.1K -1,028 -15%
SFI
390
Siemens Fonds Invest
Germany
$255K +$289K +5,698 New
FB
391
Fulton Bank
Pennsylvania
$252K -$66.8K -1,318 -19%
RFC
392
Regions Financial Corp
Alabama
$251K -$161K -3,178 -36%
OAM
393
Ostrum Asset Management
France
$250K -$7.5K -148 -3%
FT
394
Fiduciary Trust
Massachusetts
$249K -$4.92K -97 -2%
IWC
395
Integrated Wealth Concepts
Massachusetts
$248K +$17.5K +346 +7%
CB
396
Commerce Bank
Missouri
$246K +$2.64K +52 +1%
WPA
397
West Paces Advisors
Georgia
$246K
QC
398
Quadrature Capital
United Kingdom
$241K +$271K +5,349 New
HA
399
Harbor Advisors
Florida
$239K
NP
400
Nilsine Partners
Colorado
$239K +$41.9K +826 +18%

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.