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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$188M +$12.8M +282,279 +7%
Northern Trust
27
Northern Trust
Illinois
$185M +$9.93M +219,416 +5%
Legal & General Group
28
Legal & General Group
United Kingdom
$174M +$34.9M +770,812 +23%
Amundi
29
Amundi
France
$167M +$5.25M +116,003 +3%
Goldman Sachs
30
Goldman Sachs
New York
$155M +$34.9M +770,669 +27%
Charles Schwab
31
Charles Schwab
California
$135M +$12M +265,904 +9%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$124M +$99.9M +2,207,334 +307%
Millennium Management
33
Millennium Management
New York
$124M +$67.8M +1,498,061 +107%
Citigroup
34
Citigroup
New York
$107M -$6.42M -141,940 -5%
TSW
35
Thompson Siegel & Walmsley
Virginia
$104M +$28.1M +620,796 +34%
IA
36
Incentive AS
Norway
$86.1M -$13.6M -300,000 -13%
Pacer Advisors
37
Pacer Advisors
Pennsylvania
$79.2M +$82.5M +1,821,862 +4,581%
DZ Bank
38
DZ Bank
Germany
$77.9M +$65.1M +1,439,204 +366%
PCM
39
Polaris Capital Management
Massachusetts
$74.2M -$1.6M -35,400 -2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$64.1M -$3.42M -75,600 -5%
LPU
41
Lansdowne Partners (UK)
United Kingdom
$54.7M -$812K -17,945 -1%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$53.3M +$14.9M +328,629 +35%
Vontobel Holding
43
Vontobel Holding
Switzerland
$52.9M -$887K -19,601 -2%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$52.8M +$16.8M +372,177 +43%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$51.5M +$7.28M +160,796 +15%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$50.5M +$13.6M +299,746 +34%
Aviva
47
Aviva
United Kingdom
$49.6M +$6.13M +135,490 +13%
LCM
48
Lakewood Capital Management
New York
$49.4M
CCM
49
Cullen Capital Management
New York
$49.1M +$28.9M +639,283 +124%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$44.6M +$3.22M +71,181 +7%

SW Hedge Fund Activity: Q3 2025 in Review

599 of the 7,619 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.