We are live on ! Find out more
SW

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
WSFS
426
Wilmington Savings Fund Society
Delaware
$125K -$24.8K -490 -15%
BTC
427
Bank & Trust Company
Illinois
$122K +$137K +2,702 New
CSP
428
Cary Street Partners
Virginia
$117K +$21K +414 +19%
TFA
429
Transamerica Financial Advisors
Florida
$111K +$39.3K +775 +46%
PCM
430
Penserra Capital Management
California
$110K -$57.2K -1,128 -31%
C
431
Covestor
United Kingdom
$102K -$1.93K -38 -2%
CCM
432
Coldstream Capital Management
Washington
$99.3K +$112K +2,203 New
AF
433
Allworth Financial
California
$93.6K +$29.4K +579 +36%
OWP
434
ORG Wealth Partners
Texas
$93.6K +$71.5K +1,410 +220%
ME
435
McIlrath & Eck
Washington
$91.3K
ETC
436
Exchange Traded Concepts
Oklahoma
$77.5K +$15K +295 +21%
MCM
437
MAI Capital Management
Ohio
$76.9K -$2.28K -45 -3%
MG
438
Mather Group
Illinois
$71.5K +$25.9K +511 +47%
QL
439
Quarry LP
New York
$63.8K +$53.1K +1,048 +285%
BL
440
BFSG LLC
California
$63.8K -$20.8K -410 -22%
SIM
441
Sentry Investment Management
Wisconsin
$63K -$24.2K -477 -23%
AssetMark Inc
442
AssetMark Inc
California
$62K -$659 -13 -0.9%
NS
443
NBC Securities
Alabama
$57K +$64.7K +1,276 +127,600%
PA
444
Parallel Advisors
California
$55.3K -$13.5K -266 -18%
CG
445
Curat Global
New Hampshire
$54.1K +$60.8K +1,200 New
UB
446
UMB Bank
Missouri
$53.1K +$4.72K +93 +9%
AAG
447
Armstrong Advisory Group
Massachusetts
$48.9K
OPTFSNA
448
Old Point Trust & Financial Services N A
Virginia
$48.8K
SW
449
SVB Wealth
Massachusetts
$48.8K +$54.9K +1,082 New
OC
450
Oakworth Capital
Alabama
$46.8K +$1.88K +37 +4%