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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
Bessemer Group
451
Bessemer Group
New Jersey
$68K +$36.8K +814 +105%
C
452
Covestor
United Kingdom
$64K -$1.27K -28 -2%
QCG
453
Quadrant Capital Group
Ohio
$60.6K +$64.5K +1,424 New
BL
454
BFSG LLC
California
$60.2K
PA
455
Parallel Advisors
California
$59.9K -$3.98K -88 -6%
MG
456
Mather Group
Illinois
$54.8K +$58.3K +1,288 New
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$52.6K +$4.75K +105 +9%
QL
458
Quarry LP
New York
$49.5K -$32.5K -717 -38%
NS
459
NBC Securities
Alabama
$48.2K -$4.98K -110 -9%
SIM
460
Sentry Investment Management
Wisconsin
$48K -$22K -486 -30%
GWP
461
Gen-Wealth Partners
Michigan
$45.3K +$4.89K +108 +11%
BBHC
462
Brown Brothers Harriman & Co
New York
$40.1K +$11.1K +245 +35%
AAP
463
Arax Advisory Partners
Colorado
$40K -$2.31K -51 -5%
TFIPS
464
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.2K
CPG
465
Cornerstone Planning Group
New Jersey
$38.6K +$2.4K +53 +87%
SSG
466
Summit Securities Group
New York
$38.4K +$25.7K +567 +170%
RC
467
Rexford Capital
Texas
$34.1K
WSFS
468
Wilmington Savings Fund Society
Delaware
$33.7K -$118K -2,606 -77%
NA
469
NewEdge Advisors
Louisiana
$33.6K -$515K -11,377 -94%
RFP
470
Root Financial Partners
California
$33K +$35.1K +776 New
SVWA
471
Sarver Vrooman Wealth Advisors
Missouri
$30.3K
OL
472
OneFund LLC
Florida
$30.3K +$1.49K +33 +5%
TLCM
473
Twin Lakes Capital Management
California
$29.8K
TFGT
474
TS Financial Group (TSFG)
Illinois
$29K
FUBT
475
First United Bank & Trust
Maryland
$28.7K -$12.8K -283 -30%

SW Hedge Fund Activity: Q3 2025 in Review

599 of the 7,620 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.