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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
TLCM
451
Twin Lakes Capital Management
California
$44.2K
FUBT
452
First United Bank & Trust
Maryland
$43.2K
GWP
453
Gen-Wealth Partners
Michigan
$43K
SS
454
SBI Securities
Japan
$42.3K -$52.6K -1,038 -53%
TFIPS
455
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.5K +$16.2K +320 +53%
SWIM
456
Smallwood Wealth Investment Management
New Jersey
$39.9K +$44.9K +885 New
HNB
457
Huntington National Bank
Ohio
$38.5K -$3.35K -66 -7%
PS
458
Principal Securities
Iowa
$37.4K
MCM
459
Manchester Capital Management
Vermont
$36.5K -$1.27K -25 -3%
CFFP
460
Center for Financial Planning
Michigan
$36.5K
VCM
461
Versant Capital Management
Arizona
$35.1K +$13.8K +273 +54%
WA
462
Whipplewood Advisors
Colorado
$35K -$20.2K -398 -37%
AA
463
Ancora Advisors
Ohio
$34K
CSC
464
Caldwell Sutter Capital
California
$33.5K -$35.5K -700 -49%
CIBC Private Wealth Group
465
CIBC Private Wealth Group
Georgia
$32.8K +$24.6K +486 +130%
SVWA
466
Sarver Vrooman Wealth Advisors
Missouri
$32.1K +$36.1K +712 New
TFGT
467
TS Financial Group (TSFG)
Illinois
$30K +$34.1K +672 New
SWM
468
Spire Wealth Management
Virginia
$29.8K -$355 -7 -1%
IAS
469
IMA Advisory Services
Colorado
$29.6K +$33.3K +657 New
ZBNA
470
Zions Bancorporation, National Association
Utah
$29.2K +$32.9K +649 New
MA
471
Montag & Associates
Georgia
$29.1K
CH
472
Cromwell Holdings
Wyoming
$28.4K -$11K -216 -26%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$28.1K +$5.42K +107 +21%
QCG
474
Quadrant Capital Group
Ohio
$26.6K -$8.52K -168 -22%
UOTTAIMCU
475
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.5K