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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
Morgan Stanley
26
Morgan Stanley
New York
$166M +$29.2M +576,728 +19%
Legal & General Group
27
Legal & General Group
United Kingdom
$163M +$22.6M +444,949 +14%
Citigroup
28
Citigroup
New York
$149M +$87.9M +1,733,918 +111%
Charles Schwab
29
Charles Schwab
California
$132M -$3.72M -73,401 -2%
CCM
30
Causeway Capital Management
California
$121M +$1.57M +30,880 +1%
Goldman Sachs
31
Goldman Sachs
New York
$115M -$30.7M -605,956 -19%
PCM
32
Polaris Capital Management
Massachusetts
$111M -$27.9M -550,441 -18%
IA
33
Incentive AS
Norway
$104M +$1.37M +27,117 +1%
Marshall Wace
34
Marshall Wace
United Kingdom
$87.2M +$43.7M +862,747 +80%
LPU
35
Lansdowne Partners (UK)
United Kingdom
$87M -$113M -2,224,279 -54%
UBS Group
36
UBS Group
Switzerland
$85.6M -$32M -632,009 -25%
TSW
37
Thompson Siegel & Walmsley
Virginia
$85.3M -$6.05M -119,400 -6%
Barclays
38
Barclays
United Kingdom
$82.2M +$13.1M +259,215 +17%
Millennium Management
39
Millennium Management
New York
$70M +$69.9M +1,377,989 +787%
Swiss National Bank
40
Swiss National Bank
Switzerland
$66.1M -$96.3K -1,900 -0.1%
Vontobel Holding
41
Vontobel Holding
Switzerland
$64.1M +$734K +14,472 +1%
Universal-Beteiligungs- und Servicegesellschaft
42
Universal-Beteiligungs- und Servicegesellschaft
Germany
$56.1M -$4.61M -90,939 -7%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$53.2M -$14.6M -287,082 -19%
LCM
44
Lakewood Capital Management
New York
$52.3M
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$47.2M -$612K -12,079 -1%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$44.6M +$2.04M +40,327 +4%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$44.5M +$1.27M +24,974 +3%
PP
48
Patten & Patten
Tennessee
$44.2M -$93.8K -1,850 -0.2%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$43.7M +$13.7M +269,893 +39%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$42.4M -$6.44M -126,925 -12%