SW

Smurfit Westrock

570 hedge funds and large institutions have $19.4B invested in Smurfit Westrock in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 213 increasing their positions, 223 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 585570 (-15)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

11% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 85

Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.8M
Puts
$6.42M
Net Calls
Net Calls Change

Top Sellers

1 -$231M
2 -$115M
3 -$92.6M
4
BlackRock
BlackRock
New York
-$85.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$83.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
451
Bessemer Group
New Jersey
$33K
AA
452
Ancora Advisors
Ohio
$32.5K
SVWA
453
Sarver Vrooman Wealth Advisors
Missouri
$30.7K
TLCM
454
Twin Lakes Capital Management
California
$30.2K
BBHC
455
Brown Brothers Harriman & Co
New York
$30.1K
TFGT
456
TS Financial Group (TSFG)
Illinois
$29K
OL
457
OneFund LLC
Florida
$29K
IAS
458
IMA Advisory Services
Colorado
$28.4K
MA
459
Montag & Associates
Georgia
$27.8K
SWM
460
Spire Wealth Management
Virginia
$27.4K
PS
461
Principal Securities
Iowa
$26.8K
FC
462
Fairscale Capital
New Hampshire
$24.4K
UOTTAIMCU
463
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.4K
SS
464
SBI Securities
Japan
$24.1K
CH
465
Cromwell Holdings
Wyoming
$24K
CIBC Private Wealth Group
466
CIBC Private Wealth Group
Georgia
$22.2K
OWP
467
ORG Wealth Partners
Texas
$21.8K
SWP
468
Strategic Wealth Partners
Ohio
$21.5K
SOW
469
State of Wyoming
Wyoming
$19.1K
FHA
470
First Horizon Advisors
Tennessee
$18.4K
MCM
471
Manchester Capital Management
Vermont
$17.6K
CA
472
Clearstead Advisors
Ohio
$17.3K
UB
473
UMB Bank
Missouri
$16.6K
CFD
474
Creative Financial Designs
Indiana
$16.4K
NB
475
NBT Bank
New York
$15.4K