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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
DAM
526
Delta Asset Management
Tennessee
$5.8K
SIC
527
SJS Investment Consulting
Ohio
$5.72K +$4.84K +127 +605%
EW
528
Elyxium Wealth
California
$5.41K +$5.34K +140 New
POIA
529
Pin Oak Investment Advisors
Texas
$5K
AIM
530
Anchor Investment Management
South Carolina
$4.54K
KFI
531
Key Financial Inc
Pennsylvania
$4.52K
AEPWM
532
Atlantic Edge Private Wealth Management
Florida
$4.37K +$4.31K +113 New
HHMI
533
Howard Hughes Medical Institute
Maryland
$4.33K
SJIM
534
St. Johns Investment Management
Florida
$4.25K
QL
535
Quarry LP
New York
$4.18K -$40.2K -1,054 -91%
CT
536
Colonial Trust
South Carolina
$3.84K -$267 -7 -7%
JWA
537
JFS Wealth Advisors
Pennsylvania
$3.79K +$2.25K +59 +151%
PTC
538
Private Trust Company
Ohio
$3.75K +$1.41K +37 +62%
NSIM
539
North Star Investment Management
Illinois
$3.33K +$496 +13 +18%
AWM
540
Abound Wealth Management
Tennessee
$3.3K
CFB
541
Cullen/Frost Bankers
Texas
$3.28K -$343 -9 -10%
BCWM
542
Bartlett & Co Wealth Management
Ohio
$3.25K +$686 +18 +27%
MCM
543
MV Capital Management
Maryland
$2.75K -$3.58K -94 -57%
HHCP
544
Hilton Head Capital Partners
South Carolina
$2.55K +$2.52K +66 New
QC
545
Quent Capital
New York
$2.4K -$9.3K -244 -80%
DIP
546
DT Investment Partners
Pennsylvania
$2.32K
TWD
547
True Wealth Design
Ohio
$2.28K -$1.26K -33 -36%
MPW
548
MASECO Private Wealth
$2.16K
FFO
549
Fortitude Family Office
Arizona
$2.09K +$153 +4 +8%
SEP
550
Signature Equity Partners
Ohio
$2.05K +$2.02K +53 New