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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
QC
501
Quent Capital
New York
$13K +$13.8K +306 New
MMG
502
Monetary Management Group
Missouri
$12.8K
PB
503
Pinnacle Bancorp
Nebraska
$12.6K +$2.08K +46 +18%
UB
504
UMB Bank
Missouri
$12.2K -$4.44K -98 -25%
AGWCA
505
Annis Gardner Whiting Capital Advisors
Florida
$11.9K +$769 +17 +6%
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9K +$12.7K +280 New
AFWM
507
Abich Financial Wealth Management
Virginia
$11.6K +$12.3K +272 New
GKIM
508
GW&K Investment Management
Massachusetts
$11K +$317 +7 +3%
ZBNA
509
Zions Bancorporation, National Association
Utah
$10.6K +$1.27K +28 +13%
SWIM
510
Smallwood Wealth Investment Management
New Jersey
$10.6K
PFBT
511
Parkside Financial Bank & Trust
Missouri
$10.2K -$1.54K -34 -12%
HWM
512
Hemington Wealth Management
Virginia
$10K +$2.63K +58 +31%
FP
513
Financial Perspectives
Minnesota
$9.54K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$9.49K
BGAI
515
Bruce G. Allen Investments
Colorado
$8.26K
FMP
516
Financial Management Professionals
Texas
$8.05K +$1.04K +23 +14%
HDIM
517
Hanson & Doremus Investment Management
Vermont
$8K +$8.87K +196 New
SL
518
Salomon & Ludwin
Virginia
$7.81K +$8.42K +186 New
MCM
519
MV Capital Management
Maryland
$7.03K +$2.58K +57 +53%
SIS
520
Sound Income Strategies
Florida
$6.86K +$4.44K +98 +158%
EB
521
Eastern Bank
Massachusetts
$6.64K
EP
522
Essential Partners
California
$6.43K +$2.76K +61 +68%
DAM
523
Delta Asset Management
Tennessee
$6.39K
CFO
524
CVA Family Office
Colorado
$6.26K
LFG
525
Larson Financial Group
Missouri
$5.83K +$6.2K +137 New

SW Hedge Fund Activity: Q3 2025 in Review

599 of the 7,620 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.