SW

Smurfit Westrock plc
SW

Overview Fund Activity

563 hedge funds and large institutions have $19.4B invested in Smurfit Westrock plc in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 219 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-20
Holders Change %
-3.43%
% of All Funds
7.55%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
73
Increased
213
Reduced
219
Closed
82
Calls
$16.8M
Puts
$6.42M
Net Calls
+$10.4M
Net Calls Change
-$1.73M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$794M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.19B
3
RL
Ruffer LLP
United Kingdom
$196M
4
CCM
Causeway Capital Management
California
$303M
5
Citadel Advisors
Citadel Advisors
Florida
$87.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$898K
2
Fidelity International
Fidelity International
Bermuda
$362M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$550M
4
BlackRock
BlackRock
New York
$1.79B
5
Deutsche Bank
Deutsche Bank
Germany
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$178M -$297K -6,882 -0.2%
Northern Trust
27
Northern Trust
Illinois
$178M -$7.07M -163,809 -4%
Legal & General Group
28
Legal & General Group
United Kingdom
$144M -$12.1M -280,231 -8%
Marshall Wace
29
Marshall Wace
United Kingdom
$133M +$49.7M +1,152,904 +60%
UBS Group
30
UBS Group
Switzerland
$130M +$48.4M +1,122,329 +59%
Charles Schwab
31
Charles Schwab
California
$126M -$578K -13,401 -0.5%
Goldman Sachs
32
Goldman Sachs
New York
$124M +$14M +323,806 +13%
Citigroup
33
Citigroup
New York
$115M -$27.5M -637,894 -19%
IA
34
Incentive AS
Norway
$100M +$432K +10,000 +0.4%
Barclays
35
Barclays
United Kingdom
$90.1M +$11.5M +265,975 +15%
Citadel Advisors
36
Citadel Advisors
Florida
$87.4M +$75.8M +1,755,839 +649%
TSW
37
Thompson Siegel & Walmsley
Virginia
$78.9M -$2.73M -63,300 -3%
PCM
38
Polaris Capital Management
Massachusetts
$76.7M -$29.9M -692,263 -28%
Swiss National Bank
39
Swiss National Bank
Switzerland
$68.2M +$4.88M +113,200 +8%
Millennium Management
40
Millennium Management
New York
$60.6M -$6.37M -147,624 -10%
ZIG
41
Zurich Insurance Group
Switzerland
$58.7M +$25.7M +595,594 +78%
LPU
42
Lansdowne Partners (UK)
United Kingdom
$56.3M -$27M -625,896 -32%
Vontobel Holding
43
Vontobel Holding
Switzerland
$54.4M -$6.92M -160,327 -11%
LCM
44
Lakewood Capital Management
New York
$50.1M – – –
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$45.3M +$79.2K +1,835 +0.2%
Aviva
46
Aviva
United Kingdom
$44.9M +$8.67M +201,017 +24%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$44.7M +$2.03M +47,145 +5%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$44.1M -$7.06M -163,671 -14%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$42.1M +$2.69M +62,297 +7%
PP
50
Patten & Patten
Tennessee
$41M -$1.31M -30,302 -3%
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