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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
BCP
401
Blackhawk Capital Partners
Wisconsin
$241K +$16.3K +360 +7%
WF
402
Womack Financial
Texas
$238K -$36.8K -812 -13%
SI
403
Stephens Inc
Arkansas
$237K +$23.1K +511 +10%
UCFA
404
United Capital Financial Advisors
Texas
$235K -$27.2K -602 -10%
IFG
405
Independent Financial Group
California
$234K
WPA
406
West Paces Advisors
Georgia
$232K -$498 -11 -0.2%
HA
407
Harbor Advisors
Florida
$226K
OMC
408
Old Mission Capital
Illinois
$224K -$1.09M -24,172 -82%
AG
409
Ascent Group
Virginia
$223K +$237K +5,243 New
OAM
410
Ostrum Asset Management
France
$223K -$7.33K -162 -3%
NP
411
NorthRock Partners
Minnesota
$222K +$236K +5,223 New
HAG
412
HighPoint Advisor Group
Illinois
$222K -$5.52K -122 -2%
PFM
413
Patton Fund Management
Texas
$222K +$236K +5,215 New
LCGC
414
Legacy Capital Group California
California
$211K +$3.71K +82 +2%
PNC
415
Park National Corp
Ohio
$208K +$221K +4,883 New
RIG
416
RiverFront Investment Group
Virginia
$207K +$220K +4,864 New
SF
417
Synovus Financial
Georgia
$204K -$565K -12,473 -72%
NP
418
Nilsine Partners
Colorado
$202K -$34.1K -754 -14%
AIP
419
Ameritas Investment Partners
Nebraska
$201K
GFP
420
Gryphon Financial Partners
Ohio
$200K +$213K +4,709 New
CNBTD
421
Citizens National Bank Trust Department
Mississippi
$200K
WANY
422
Wealthspire Advisors (New York)
New York
$182K -$27.5K -607 -12%
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$178K +$38.4K +849 +25%
PE
424
Point72 Europe
United Kingdom
$161K +$171K +3,774 New
VCM
425
Versant Capital Management
Arizona
$144K +$51.6K +1,139 +51%

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.