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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
EP
501
Essential Partners
California
$14K -$9.62K -223 -39%
LFG
502
Larson Financial Group
Missouri
$13.2K +$5.09K +118 +55%
UB
503
UMB Bank
Missouri
$13.1K +$4.66K +108 +49%
RF
504
Rossby Financial
Florida
$13K +$2.46K +57 +21%
SI
505
Sapience Investments
California
$12.7K -$724K -16,783 -98%
HWA
506
HHM Wealth Advisors
Tennessee
$12.5K +$13.5K +313 New
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$12.5K
MMG
508
Monetary Management Group
Missouri
$12K
PB
509
Pinnacle Bancorp
Nebraska
$11.8K
QL
510
Quarry LP
New York
$11.2K +$7.5K +174 +161%
HWA
511
Heritage Wealth Advisors
Virginia
$10.5K +$11.3K +263 New
WA
512
Whipplewood Advisors
Colorado
$9.96K +$10.4K +240 +2,400%
SWIM
513
Smallwood Wealth Investment Management
New Jersey
$9.88K
BHWM
514
Beaird Harris Wealth Management
Texas
$9.32K
SWM
515
SHP Wealth Management
Massachusetts
$9.17K -$3.02K -70 -23%
WSFS
516
Wilmington Savings Fund Society
Delaware
$9.01K -$23.2K -538 -70%
FP
517
Financial Perspectives
Minnesota
$8.93K
FFO
518
Fortitude Family Office
Arizona
$8.49K +$6.86K +159 +294%
KAS
519
Kemnay Advisory Services
New York
$8.37K +$9.06K +210 New
ZBNA
520
Zions Bancorporation, National Association
Utah
$7.77K -$140K -3,246 -94%
AUB
521
Atlantic Union Bankshares
Virginia
$7.57K
GKIM
522
GW&K Investment Management
Massachusetts
$7K +$1.12K +26 +16%
WA
523
Westfuller Advisors
New York
$6.93K +$86 +2 +1%
WA
524
WPG Advisers
Maryland
$6.85K -$733 -17 -9%
PB
525
Prosperity Bancshares
Texas
$6.81K