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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
MSG
526
Main Street Group
Virginia
$5.12K
MSWA
527
Marshall & Sterling Wealth Advisors
New York
$5.11K +$5.43K +120 New
AIM
528
Anchor Investment Management
South Carolina
$5K
KFI
529
Key Financial Inc
Pennsylvania
$4.99K
HFS
530
Horizon Financial Services
North Carolina
$4.94K +$3.58K +79 +214%
POIA
531
Pin Oak Investment Advisors
Texas
$4.9K
HHMI
532
Howard Hughes Medical Institute
Maryland
$4.77K +$272 +6 +6%
SJIM
533
St. Johns Investment Management
Florida
$4.68K
CT
534
Colonial Trust
South Carolina
$4.51K +$1.27K +28 +36%
HIA
535
Harbor Investment Advisory
Maryland
$4.47K
CFB
536
Cullen/Frost Bankers
Texas
$4.01K
TWD
537
True Wealth Design
Ohio
$3.92K +$1.95K +43 +88%
WA
538
WPG Advisers
Maryland
$3.66K -$45 -1 -1%
AWM
539
Abound Wealth Management
Tennessee
$3.63K
PWMG
540
Private Wealth Management Group
New Jersey
$3.58K
RWS
541
Retirement Wealth Solutions
Wisconsin
$3.53K -$6.02K -133 -62%
BI
542
Binnacle Investments
Iowa
$3.36K +$453 +10 +14%
GWSG
543
GPS Wealth Strategies Group
Colorado
$3.28K +$3.48K +77 New
OP
544
ORG Partners
Indiana
$3.19K +$3.03K +67 +838%
RWM
545
Rialto Wealth Management
New York
$3.15K -$91 -2 -3%
BIA
546
Bell Investment Advisors
California
$3.15K +$91 +2 +3%
NSIM
547
North Star Investment Management
Illinois
$3.11K
HI
548
Harbour Investments
Wisconsin
$2.9K +$950 +21 +45%
CT
549
Clearstead Trust
Maine
$2.81K +$996 +22 +50%
BCWM
550
Bartlett & Co Wealth Management
Ohio
$2.81K +$2.49K +55 +500%

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.