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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
Loomis, Sayles & Company
501
Loomis, Sayles & Company
Massachusetts
$10K +$1.67K +33 +17%
PWS
502
Peterson Wealth Services
Utah
$9.6K +$10.8K +213 New
CFO
503
CVA Family Office
Colorado
$9.33K -$3.7K -73 -26%
AGWCA
504
Annis Gardner Whiting Capital Advisors
Florida
$9.24K +$3.35K +66 +47%
SCB
505
Saudi Central Bank
Saudi Arabia
$9.24K +$10.4K +205 New
CIA
506
Cape Investment Advisory
Georgia
$9.1K +$10.1K +200 +10,000%
MAM
507
Meeder Asset Management
Ohio
$9.06K -$4.46K -88 -30%
PB
508
Pinnacle Bancorp
Nebraska
$8.56K
ZRP
509
Zynergy Retirement Planning
New Jersey
$8.35K
QC
510
Quent Capital
New York
$8.34K
AF
511
Atala Financial
California
$8.02K
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$7.34K
CFS
513
Compass Financial Services
Iowa
$7.3K +$8.21K +162 New
JFA
514
JNBA Financial Advisors
Minnesota
$7.25K
CFB
515
Cullen/Frost Bankers
Texas
$7.2K -$5.38K -106 -40%
EB
516
Eastern Bank
Massachusetts
$7.03K +$7.91K +156 New
BGAI
517
Bruce G. Allen Investments
Colorado
$6.94K -$1.37K -27 -15%
LFG
518
Larson Financial Group
Missouri
$6.8K -$2.38K -47 -24%
DAM
519
Delta Asset Management
Tennessee
$6.76K
IA
520
IFP Advisors
Florida
$6.71K -$17K -335 -69%
CTC
521
Central Trust Company
Missouri
$6.49K
WA
522
WPG Advisers
Maryland
$6.08K -$7.55K -149 -52%
CI
523
CX Institutional
Indiana
$6K +$7.1K +140 New
GM
524
GeoWealth Management
Illinois
$5.99K -$248K -4,896 -97%
SO
525
Sierra Ocean
California
$5.95K