We are live on ! Find out more
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
Jones Financial Companies
426
Jones Financial Companies
Missouri
$139K -$172K -3,795 -54%
GWM
427
Geneos Wealth Management
Colorado
$136K -$362K -8,005 -71%
CSP
428
Cary Street Partners
Virginia
$134K +$26.2K +579 +22%
CI
429
CX Institutional
Indiana
$122K +$6.79K +150 +6%
PCM
430
Penserra Capital Management
California
$120K +$2.81K +62 +2%
SC
431
Skylands Capital
Wisconsin
$120K -$2.26K -50 -2%
TFA
432
Transamerica Financial Advisors
Florida
$119K +$11K +243 +10%
BTC
433
Bank & Trust Company
Illinois
$115K
HFM
434
Hartford Financial Management
Connecticut
$111K -$226K -5,000 -66%
AIM
435
AXA Investment Managers
France
$109K +$116K +2,569 New
TPCW
436
TD Private Client Wealth
New York
$109K +$8.15K +180 +8%
SFI
437
Siemens Fonds Invest
Germany
$99.1K -$1.58K -35 -1%
SAM
438
Smartleaf Asset Management
Massachusetts
$98K +$102K +2,243 +2,876%
AssetMark Inc
439
AssetMark Inc
California
$97.9K +$5.79K +128 +6%
OC
440
Oakworth Capital
Alabama
$93.1K +$53.6K +1,185 +118%
AF
441
Allworth Financial
California
$91K -$2.17K -48 -2%
ME
442
McIlrath & Eck
Washington
$86.3K
FIA
443
FNY Investment Advisers
New York
$85K +$90.5K +2,000 New
MCM
444
MAI Capital Management
Ohio
$78.4K +$11.3K +249 +16%
ETC
445
Exchange Traded Concepts
Oklahoma
$78.3K +$8.64K +191 +12%
ACM
446
Aster Capital Management
United Arab Emirates
$78.2K +$83.1K +1,837 New
HNB
447
Huntington National Bank
Ohio
$76.1K +$17.3K +382 +27%
GRP
448
Global Retirement Partners
California
$74.8K +$6.25K +138 +9%
S
449
SignatureFD
Georgia
$74.4K +$4.62K +102 +6%
FFA
450
Farther Finance Advisors
California
$73.6K -$37.3K -825 -32%

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.