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SW

Smurfit Westrock

611 hedge funds and large institutions have $19B invested in Smurfit Westrock in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 261 increasing their positions, 174 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $11.9M

50% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 174

39% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $17.8B → $19B (+$1.15B)

3% more funds holding

Funds holding: 594611 (+17)

2.67% more ownership

Funds ownership: 88.16%90.82% (+2.7%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
611
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
7.53%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
100
Increased
261
Reduced
174
Closed
72
Calls
$22.2M
Puts
$11.9M
Net Calls
+$10.3M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
476
Root Financial Partners
California
$30.6K +$21.6K +501 +188%
FISPB
477
Fideuram - Intesa Sanpaolo Private Banking
$29.7K +$561 +13 +2%
SVWA
478
Sarver Vrooman Wealth Advisors
Missouri
$28.4K
TLCM
479
Twin Lakes Capital Management
California
$27.9K
MPWT
480
MassMutual Private Wealth & Trust
Connecticut
$27.6K +$906 +21 +3%
TFGT
481
TS Financial Group (TSFG)
Illinois
$27K
FUBT
482
First United Bank & Trust
Maryland
$26.9K
AA
483
Ancora Advisors
Ohio
$26.1K -$16.9K -392 -37%
MCM
484
Manchester Capital Management
Vermont
$26.1K +$5.18K +120 +22%
CH
485
Cromwell Holdings
Wyoming
$24.4K +$2.67K +62 +11%
RBI
486
Raiffeisen Bank International
Austria
$23.1K +$11.7K +272 +82%
KB
487
Kimelman & Baird
New York
$21.9K -$332K -7,700 -93%
MWA
488
Medallion Wealth Advisors
Connecticut
$20.7K
SWP
489
Strategic Wealth Partners
Ohio
$19.8K
AAG
490
Armstrong Advisory Group
Massachusetts
$18.8K
SL
491
Salomon & Ludwin
Virginia
$18.3K +$20.1K +465 New
DMBA
492
Deseret Mutual Benefit Administrators
Utah
$18.1K +$19.6K +454 New
MG
493
Mather Group
Illinois
$17.4K +$18.8K +436 New
SWA
494
SOA Wealth Advisors
New York
$16K +$17.3K +400 New
MAM
495
Meeder Asset Management
Ohio
$15.8K +$6.47K +150 +61%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$15.8K +$2.11K +49 +14%
CFO
497
CVA Family Office
Colorado
$15.5K +$16.1K +374 +2,338%
HI
498
Harbour Investments
Wisconsin
$15.3K +$4.27K +99 +35%
CFD
499
Creative Financial Designs
Indiana
$15.2K
NB
500
NBT Bank
New York
$14.2K +$13.7K +317 +813%