SW

Smurfit Westrock

567 hedge funds and large institutions have $19.4B invested in Smurfit Westrock in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 223 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 584567 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

13% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 84

Holders
567
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.8M
Puts
$6.42M
Net Calls
Net Calls Change

Top Sellers

1 -$231M
2 -$115M
3 -$92.6M
4
BlackRock
BlackRock
New York
-$85.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$83.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
526
Avion Wealth
Texas
$2K
OAJ
527
Ogorek Anthony Joseph
New York
$2K
Kayne Anderson Rudnick Investment Management
528
Kayne Anderson Rudnick Investment Management
California
$1.94K
CT
529
Clearstead Trust
Maine
$1.9K
PTC
530
Private Trust Company
Ohio
$1.81K
HFS
531
Horizon Financial Services
North Carolina
$1.6K
AWM
532
Activest Wealth Management
Florida
$1.47K
CIAM
533
Caitong International Asset Management
Hong Kong
$1.17K
TIM
534
Tortoise Investment Management
New York
$1.12K
JWA
535
JFS Wealth Advisors
Pennsylvania
$1.04K
SC
536
SouthState Corp
Florida
$1.04K
TCA
537
Trifecta Capital Advisors
Illinois
$993
BWAM
538
Boyd Watterson Asset Management
Ohio
$992
RIL
539
Rothschild Investment LLC
Illinois
$992
DPW
540
DiNuzzo Private Wealth
Pennsylvania
$907
VWA
541
Valued Wealth Advisors
Utah
$863
KG
542
Kilter Group
New York
$863
SIC
543
SJS Investment Consulting
Ohio
$734
CA
544
CoreCap Advisors
Michigan
$690
ACA
545
American Capital Advisory
Idaho
$605
AF
546
Advisornet Financial
Minnesota
$561
CTC
547
Central Trust Company
Missouri
$518
BWL
548
Bogart Wealth LLC
Virginia
$518
QWM
549
Quaker Wealth Management
New Jersey
$518
BCWM
550
Bartlett & Co Wealth Management
Ohio
$475