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SW

Smurfit Westrock

594 hedge funds and large institutions have $17.8B invested in Smurfit Westrock in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $7.3M

1.38% more ownership

Funds ownership: 86.78%88.16% (+1.4%)

7% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 87

1% less funds holding

Funds holding: 599594 (-5)

1% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 222

8% less capital invested

Capital invested by funds: $19.3B → $17.8B (-$1.45B)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
594
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
7.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
93
Increased
220
Reduced
222
Closed
87
Calls
$19.8M
Puts
$7.3M
Net Calls
+$12.5M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RBI
501
Raiffeisen Bank International
Austria
$12.9K -$1.15M -30,237 -99%
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$12.1K +$3.43K +90 +40%
S
503
SignatureFD
Georgia
$12K -$54.8K -1,437 -82%
CIAM
504
Caitong International Asset Management
Hong Kong
$11.9K +$11K +288 +1,440%
MMG
505
Monetary Management Group
Missouri
$11.6K
SWM
506
SHP Wealth Management
Massachusetts
$11.6K +$11.4K +300 New
PB
507
Pinnacle Bancorp
Nebraska
$11.5K
HI
508
Harbour Investments
Wisconsin
$11.1K +$8.31K +218 +321%
RFP
509
Root Financial Partners
California
$10.3K -$19.4K -509 -66%
RIL
510
Rothschild Investment LLC
Illinois
$10.3K +$8.92K +234 +709%
RF
511
Rossby Financial
Florida
$10.3K +$10.1K +266 New
SWIM
512
Smallwood Wealth Investment Management
New Jersey
$9.59K
MAM
513
Meeder Asset Management
Ohio
$9.55K +$9.38K +246 +24,600%
BHWM
514
Beaird Harris Wealth Management
Texas
$9.05K -$3.58K -94 -29%
FP
515
Financial Perspectives
Minnesota
$8.66K
UB
516
UMB Bank
Missouri
$8.51K -$2.56K -67 -23%
LFG
517
Larson Financial Group
Missouri
$8.24K +$2.9K +76 +55%
SS
518
SBI Securities
Japan
$7.89K -$9.68K -254 -55%
AUB
519
Atlantic Union Bankshares
Virginia
$7.35K -$11.9K -312 -62%
WA
520
WPG Advisers
Maryland
$7.31K +$3.93K +103 +120%
SWM
521
Spire Wealth Management
Virginia
$7.15K -$17.3K -455 -71%
WA
522
Westfuller Advisors
New York
$6.64K -$8.96K -235 -58%
PB
523
Prosperity Bancshares
Texas
$6.61K +$6.52K +171 New
EB
524
Eastern Bank
Massachusetts
$6.03K
GKIM
525
GW&K Investment Management
Massachusetts
$6K -$3.96K -104 -39%