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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
MSG
526
Main Street Group
Virginia
$5.42K
AIM
527
Anchor Investment Management
South Carolina
$5.29K
KFI
528
Key Financial Inc
Pennsylvania
$5.27K
POIA
529
Pin Oak Investment Advisors
Texas
$5K
PWA
530
Physician Wealth Advisors
Utah
$4.96K
SJIM
531
St. Johns Investment Management
Florida
$4.96K
FMP
532
Financial Management Professionals
Texas
$4.55K +$1.42K +28 +38%
CWM
533
Crowley Wealth Management
Delaware
$4.51K
PTC
534
Private Trust Company
Ohio
$4.1K +$1.82K +36 +65%
FFO
535
Fortitude Family Office
Arizona
$4.05K
HWM
536
Hemington Wealth Management
Virginia
$4K +$608 +12 +14%
SIS
537
Sound Income Strategies
Florida
$3.85K +$51 +1 +1%
CT
538
Colonial Trust
South Carolina
$3.77K -$4.72K -93 -52%
JWA
539
JFS Wealth Advisors
Pennsylvania
$3.69K +$2.08K +41 +100%
PWMG
540
Private Wealth Management Group
New Jersey
$3.38K +$2.64K +52 +226%
BIA
541
Bell Investment Advisors
California
$3.29K -$913 -18 -20%
SC
542
SouthState Corp
Florida
$3.29K +$3.7K +73 New
NSIM
543
North Star Investment Management
Illinois
$3.29K -$101 -2 -3%
AF
544
Advisornet Financial
Minnesota
$3.15K +$3.04K +60 +600%
AP
545
Aspect Partners
Virginia
$2.93K -$101 -2 -3%
HFS
546
Hughes Financial Services
Virginia
$2.87K +$3.19K +63 New
DIP
547
DT Investment Partners
Pennsylvania
$2.7K
WT
548
Whittier Trust
California
$2.7K
HWP
549
Highline Wealth Partners
California
$2.66K +$2.99K +59 New
AWM
550
Abound Wealth Management
Tennessee
$2.63K -$2.13K -42 -42%