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SW

Smurfit Westrock

611 hedge funds and large institutions have $19B invested in Smurfit Westrock in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 261 increasing their positions, 174 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $11.9M

50% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 174

39% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $17.8B → $19B (+$1.15B)

3% more funds holding

Funds holding: 594611 (+17)

2.67% more ownership

Funds ownership: 88.16%90.82% (+2.7%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
611
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
7.53%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
100
Increased
261
Reduced
174
Closed
72
Calls
$22.2M
Puts
$11.9M
Net Calls
+$10.3M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
$263K -$35.6K -825 -11%
PFM
402
Patton Fund Management
Texas
$263K +$21.7K +502 +8%
FC
403
Farringdon Capital
United Kingdom
$261K +$283K +6,553 New
SFG
404
Southern Financial Group
Alabama
$259K +$31.7K +735 +13%
AV
405
ASR Vermogensbeheer
Netherlands
$251K +$272K +6,300 New
AWA
406
Aaron Wealth Advisors
Illinois
$248K +$269K +6,229 New
UBS AM
407
UBS AM
Illinois
$247K +$232K +5,389 +666%
AWM
408
AE Wealth Management
Kansas
$245K -$15.7M -363,510 -98%
TPA
409
Trivium Point Advisory
Connecticut
$244K +$39.6K +919 +18%
William Blair & Company
410
William Blair & Company
Illinois
$242K +$262K +6,064 New
HWP
411
Hibernia Wealth Partners
Louisiana
$237K +$5.09K +118 +2%
AF
412
Avanza Fonder
Sweden
$234K +$10.9K +253 +5%
BTI
413
Blue Trust Inc
Georgia
$231K -$452K -10,471 -64%
Calamos Advisors
414
Calamos Advisors
Illinois
$224K +$243K +5,627 New
CWM
415
Calamos Wealth Management
Illinois
$224K +$243K +5,627 New
KeyBank National Association
416
KeyBank National Association
Ohio
$221K +$239K +5,547 New
AFC
417
Avise Financial Cooperative
California
$219K -$1.51K -35 -0.6%
MFS
418
Mirabella Financial Services
United Kingdom
$217K -$284K -6,576 -55%
OTL
419
Oak Thistle LLC
New York
$216K +$234K +5,429 New
HA
420
Harbor Advisors
Florida
$212K
OFS
421
OneAscent Financial Services
Alabama
$209K +$226K +5,238 New
BEI
422
Benjamin Edwards Inc
Missouri
$206K +$223K +5,173 New
JSW
423
Journey Strategic Wealth
New Jersey
$205K +$222K +5,155 New
WB
424
WesBanco Bank
West Virginia
$201K +$218K +5,045 New
RIG
425
RiverFront Investment Group
Virginia
$201K +$217K +5,034 New