SW

Smurfit Westrock

570 hedge funds and large institutions have $19.4B invested in Smurfit Westrock in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 213 increasing their positions, 223 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 585570 (-15)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

11% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 85

Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.8M
Puts
$6.42M
Net Calls
Net Calls Change

Top Sellers

1 -$231M
2 -$115M
3 -$92.6M
4
BlackRock
BlackRock
New York
-$85.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$83.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$224K
Hudson Bay Capital Management
402
Hudson Bay Capital Management
Connecticut
$224K
SI
403
Stephens Inc
Arkansas
$219K
IWC
404
Integrated Wealth Concepts
Massachusetts
$214K
WANY
405
Wealthspire Advisors (New York)
New York
$210K
LCGC
406
Legacy Capital Group California
California
$210K
JG
407
Jain Global
New York
$206K
AIP
408
Ameritas Investment Partners
Nebraska
$203K
CNBTD
409
Citizens National Bank Trust Department
Mississippi
$202K
NAAA
410
New Age Alpha Advisors
New York
$199K
T2I
411
Turim 21 Investimentos
Brazil
$158K
WSFS
412
Wilmington Savings Fund Society
Delaware
$147K
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$144K
SFI
414
Siemens Fonds Invest
Germany
$139K
SC
415
Skylands Capital
Wisconsin
$124K
PCM
416
Penserra Capital Management
California
$119K
CI
417
CX Institutional
Indiana
$117K
BTC
418
Bank & Trust Company
Illinois
$117K
CSP
419
Cary Street Partners
Virginia
$111K
TFA
420
Transamerica Financial Advisors
Florida
$110K
FFA
421
Farther Finance Advisors
California
$110K
TPCW
422
TD Private Client Wealth
New York
$103K
VCM
423
Versant Capital Management
Arizona
$97.3K
AF
424
Allworth Financial
California
$94.3K
AssetMark Inc
425
AssetMark Inc
California
$93.7K