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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
SI
401
Stephens Inc
Arkansas
$236K -$19K -375 -7%
PNC
402
Park National Corp
Ohio
$232K -$13.1K -258 -5%
FFA
403
Farther Finance Advisors
California
$230K +$68.3K +1,346 +36%
CNBTD
404
Citizens National Bank Trust Department
Mississippi
$229K +$20.3K +400 +9%
HAG
405
HighPoint Advisor Group
Illinois
$227K +$59.2K +1,167 +28%
EDRH
406
Edmond de Rothschild Holding
Switzerland
$226K +$14.7K +290 +6%
FA
407
Fiduciary Alliance
South Carolina
$226K +$16.1K +318 +7%
P
408
&Partners
Tennessee
$221K -$19.9K -392 -7%
GCP
409
GSA Capital Partners
United Kingdom
$221K -$1.32K -26 -0.5%
EWA
410
EverSource Wealth Advisors
Alabama
$221K +$22.5K +443 +10%
IFG
411
Independent Financial Group
California
$216K
AIP
412
Ameritas Investment Partners
Nebraska
$212K -$14.6K -287 -6%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$211K -$66.7K -1,316 -22%
ATC
414
Argent Trust Co
Tennessee
$208K
PAM
415
Panagora Asset Management
Massachusetts
$205K -$1.71M -33,674 -88%
IIC
416
Integrated Investment Consultants
Michigan
$204K +$1.72K +34 +0.8%
WANY
417
Wealthspire Advisors (New York)
New York
$204K -$34.6K -683 -13%
GJWM
418
Gilliland Jeter Wealth Management
Arkansas
$203K +$228K +4,501 New
Connor, Clark & Lunn Investment Management (CC&L)
419
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$202K +$228K +4,488 New
PA
420
PharVision Advisers
Florida
$201K +$226K +4,451 New
M
421
Mirova
France
$142K
Bessemer Group
422
Bessemer Group
New Jersey
$139K -$186K -3,676 -54%
Simplex Trading
423
Simplex Trading
Illinois
$134K -$14.5K -286 -9%
SC
424
Skylands Capital
Wisconsin
$129K
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$128K +$41.8K +825 +41%