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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
CC
376
Chicago Capital
Illinois
$301K
PL
377
Perpetual Ltd
Australia
$300K -$127K -2,804 -28%
VAS
378
Vestmark Advisory Solutions
Massachusetts
$299K -$214K -4,733 -40%
EDRH
379
Edmond de Rothschild Holding
Switzerland
$298K +$317K +7,000 New
Corient Private Wealth
380
Corient Private Wealth
Florida
$295K +$5.3K +117 +2%
ONB
381
Old National Bancorp
Indiana
$294K +$313K +6,916 New
IPWA
382
International Private Wealth Advisors
California
$294K -$32.3K -713 -9%
BAM
383
Blueshift Asset Management
New Jersey
$280K +$298K +6,587 New
MA
384
MONECO Advisors
Connecticut
$280K -$11.7K -258 -4%
GCM
385
Graham Capital Management
Connecticut
$279K +$297K +6,554 New
GI
386
GAMMA Investing
California
$273K +$45.3K +1,001 +19%
SFA
387
Sequoia Financial Advisors
Ohio
$270K +$287K +6,348 New
RFC
388
Regions Financial Corp
Alabama
$269K +$286K +6,309 New
GM
389
GeoWealth Management
Illinois
$267K -$45 -1 -0%
TE
390
Tema ETFs
New York
$263K +$279K +6,175 New
PAS
391
Park Avenue Securities
New York
$261K +$27.7K +613 +11%
SWGC
392
Summit Wealth Group (Colorado)
Colorado
$260K +$31K +686 New
ASN
393
Advisory Services Network
Georgia
$259K +$2.13K +47 +0.8%
IWC
394
Integrated Wealth Concepts
Massachusetts
$259K +$51K +1,126 +23%
ANTB
395
AMG National Trust Bank
Colorado
$258K +$274K +6,062 New
KAS
396
Kestra Advisory Services
Texas
$251K -$35.3K -779 -12%
EWA
397
EverSource Wealth Advisors
Alabama
$248K +$6.7K +148 +3%
SPIA
398
Steward Partners Investment Advisory
New York
$246K +$1.81K +40 +0.7%
M&T Bank
399
M&T Bank
New York
$246K -$1.62M -35,715 -86%
IIM
400
INTECH Investment Management
Florida
$242K -$7.29K -161 -3%

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.