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SW

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
FC
476
Fairscale Capital
New Hampshire
$24.8K
S
477
SignatureFD
Georgia
$24.1K -$27.6K -544 -50%
MWA
478
Medallion Wealth Advisors
Connecticut
$23.7K
AAP
479
Arax Advisory Partners
Colorado
$23.5K +$17.9K +353 +210%
HFM
480
Harvest Fund Management
China
$23K -$96.1K -1,895 -79%
CWC
481
Carolinas Wealth Consulting
North Carolina
$22.2K -$558 -11 -2%
FHA
482
First Horizon Advisors
Tennessee
$21.4K -$11.3K -223 -32%
BHWM
483
Beaird Harris Wealth Management
Texas
$20.1K
PFBT
484
Parkside Financial Bank & Trust
Missouri
$18.7K -$1.22K -24 -5%
FIA
485
FNY Investment Advisers
New York
$18K +$20.3K +400 New
CFD
486
Creative Financial Designs
Indiana
$17.2K
NB
487
NBT Bank
New York
$16K
RA
488
Rise Advisors
New York
$15.9K +$3.09K +61 +21%
HPC
489
HM Payson & Co
Maine
$15.8K
RWS
490
Retirement Wealth Solutions
Wisconsin
$15.7K -$6.9K -136 -28%
LC
491
Lindbrook Capital
California
$15.2K +$4.36K +86 +34%
SAM
492
Smartleaf Asset Management
Massachusetts
$15.1K -$43.9K -865 -72%
BBHC
493
Brown Brothers Harriman & Co
New York
$14.8K +$13.3K +262 +397%
TWC
494
TD Waterhouse Canada
Ontario, Canada
$13.7K
MMG
495
Monetary Management Group
Missouri
$13.5K
DMBA
496
Deseret Mutual Benefit Administrators
Utah
$12.5K -$14K -276 -50%
GKIM
497
GW&K Investment Management
Massachusetts
$12K +$1.27K +25 +10%
SSB
498
Sandy Spring Bank
Maryland
$10.6K
SWP
499
SIMA Wealth Partners
Virginia
$10.1K +$11.4K +225 New
FP
500
Financial Perspectives
Minnesota
$10.1K