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
+$358M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$269M
3
RL
Ruffer LLP
United Kingdom
+$196M
4
CCM
Causeway Capital Management
California
+$186M
5
Citadel Advisors
Citadel Advisors
Florida
+$75.8M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$231M
2
Fidelity International
Fidelity International
Bermuda
-$115M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$92.6M
4
BlackRock
BlackRock
New York
-$85.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$83.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
501
Harbor Investment Advisory
Maryland
$4.53K +$3.24K +75 +250%
CFB
502
Cullen/Frost Bankers
Texas
$4.04K -$2.83K -66 -41%
WA
503
WPG Advisers
Maryland
$3.75K -$2.07K -48 -36%
AWM
504
Abound Wealth Management
Tennessee
$3.68K +$1.17K +27 +47%
PWMG
505
Private Wealth Management Group
New Jersey
$3.63K +$388 +9 +12%
CIA
506
Cape Investment Advisory
Georgia
$3.45K -$5.26K -122 -60%
CT
507
Colonial Trust
South Carolina
$3.36K -$302 -7 -8%
SAM
508
Smartleaf Asset Management
Massachusetts
$3.36K -$11.3K -262 -77%
RWM
509
Rialto Wealth Management
New York
$3.28K +$1.34K +31 +69%
NSIM
510
North Star Investment Management
Illinois
$3.15K – – –
BIA
511
Bell Investment Advisors
California
$3.11K -$43 -1 -1%
BI
512
Binnacle Investments
Iowa
$2.98K +$1.21K +28 +68%
BFS
513
Bare Financial Services
Pennsylvania
$2.81K +$2.81K +65 New
CPG
514
Cornerstone Planning Group
New Jersey
$2.69K +$927 +21 +53%
SIS
515
Sound Income Strategies
Florida
$2.68K -$1.04K -24 -28%
DIP
516
DT Investment Partners
Pennsylvania
$2.59K – – –
MPW
517
MASECO Private Wealth
$2.42K +$2.42K +56 New
DJSG
518
D.J. St. Germain
Massachusetts
$2.24K – – –
FFO
519
Fortitude Family Office
Arizona
$2.16K -$1.73K -40 -44%
TWD
520
True Wealth Design
Ohio
$2.12K +$1.08K +25 +104%
HI
521
Harbour Investments
Wisconsin
$2.03K -$302 -7 -13%
AW
522
Avion Wealth
Texas
$2K +$1.12K +34 +126%
OAJ
523
Ogorek Anthony Joseph
New York
$2K +$2K +66 New
Kayne Anderson Rudnick Investment Management
524
Kayne Anderson Rudnick Investment Management
California
$1.94K +$647 +15 +50%
CT
525
Clearstead Trust
Maine
$1.9K +$1.9K +44 New
19 20
21
22 23