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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
US Bancorp
426
US Bancorp
Minnesota
$199K -$174K -4,035 -45%
SPIA
427
Steward Partners Investment Advisory
New York
$195K -$22.1K -512 -9%
PWPS
428
Pinnacle Wealth Planning Services
Ohio
$192K -$32.8K -760 -14%
AIP
429
Ameritas Investment Partners
Nebraska
$188K
NAAA
430
New Age Alpha Advisors
New York
$186K +$14.6K +338 +8%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$180K +$30.6K +709 +19%
AAP
432
Arax Advisory Partners
Colorado
$167K +$36.6K +848 +26%
CI
433
CX Institutional
Indiana
$163K +$8.93K +207 +5%
OAM
434
Ostrum Asset Management
France
$159K +$2.54K +59 +1%
Group One Trading
435
Group One Trading
Illinois
$158K +$171K +3,966 New
TCIIS
436
TIAA-CREF Individual & Institutional Services
New York
$155K +$167K +3,883 New
HFS
437
Hughes Financial Services
Virginia
$142K +$153K +3,556 New
CNBTD
438
Citizens National Bank Trust Department
Mississippi
$131K
ASN
439
Advisory Services Network
Georgia
$130K +$141K +3,272 New
Bessemer Group
440
Bessemer Group
New Jersey
$128K +$66.7K +1,547 +93%
GWM
441
Geneos Wealth Management
Colorado
$124K -$2.07K -48 -2%
TFA
442
Transamerica Financial Advisors
Florida
$122K +$14.7K +341 +13%
AF
443
Allworth Financial
California
$122K +$36.1K +837 +38%
RFS
444
Richardson Financial Services
Massachusetts
$119K +$14.7K +340 +13%
PCM
445
Penserra Capital Management
California
$115K +$4.4K +102 +4%
VCM
446
Versant Capital Management
Arizona
$114K +$77.9K +1,807 +173%
BTC
447
Bank & Trust Company
Illinois
$108K
IA
448
IFP Advisors
Florida
$106K +$95.1K +2,206 +474%
SC
449
Skylands Capital
Wisconsin
$104K
HFM
450
Hartford Financial Management
Connecticut
$104K