SW

Smurfit Westrock

567 hedge funds and large institutions have $19.4B invested in Smurfit Westrock in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 223 reducing their positions, and 84 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: 584567 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

13% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 84

Holders
567
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
BBHC
451
Brown Brothers Harriman & Co
New York
$30.1K
TFGT
452
TS Financial Group (TSFG)
Illinois
$29K
OL
453
OneFund LLC
Florida
$29K
IAS
454
IMA Advisory Services
Colorado
$28.4K
MA
455
Montag & Associates
Georgia
$27.8K
SWM
456
Spire Wealth Management
Virginia
$27.4K
PS
457
Principal Securities
Iowa
$26.8K
FC
458
Fairscale Capital
New Hampshire
$24.4K
UOTTAIMCU
459
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.4K
SS
460
SBI Securities
Japan
$24.1K
CH
461
Cromwell Holdings
Wyoming
$24K
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$22.2K
OWP
463
ORG Wealth Partners
Texas
$21.8K
SWP
464
Strategic Wealth Partners
Ohio
$21.5K
SOW
465
State of Wyoming
Wyoming
$19.1K
FHA
466
First Horizon Advisors
Tennessee
$18.4K
MCM
467
Manchester Capital Management
Vermont
$17.6K
CA
468
Clearstead Advisors
Ohio
$17.3K
UB
469
UMB Bank
Missouri
$16.6K
CFD
470
Creative Financial Designs
Indiana
$16.4K
NB
471
NBT Bank
New York
$15.4K
RA
472
Rise Advisors
New York
$15.2K
SSG
473
Summit Securities Group
New York
$14.4K
BHWM
474
Beaird Harris Wealth Management
Texas
$14.2K
IA
475
IFP Advisors
Florida
$14.1K