We are live on ! Find out more
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
EB
526
Eastern Bank
Massachusetts
$6.22K
DAM
527
Delta Asset Management
Tennessee
$5.98K
SS
528
SBI Securities
Japan
$5.94K -$2.37K -55 -27%
KCM
529
Key Capital Management
Tennessee
$5.62K +$4.57K +106 +303%
JWA
530
JFS Wealth Advisors
Pennsylvania
$5.46K +$1.68K +39 +40%
CA
531
Clearstead Advisors
Ohio
$5.38K -$51.4K -1,192 -90%
KFAS
532
Keating Financial Advisory Services
Kansas
$5.3K +$3.58K +83 +166%
POIA
533
Pin Oak Investment Advisors
Texas
$5K
BIA
534
Bell Investment Advisors
California
$4.9K +$4.66K +108 +720%
EFMH
535
E Fund Management (HK)
Hong Kong
$4.82K +$5.22K +121 New
KFI
536
Key Financial Inc
Pennsylvania
$4.66K
SIC
537
SJS Investment Consulting
Ohio
$4.5K -$1.51K -35 -24%
AEPWM
538
Atlantic Edge Private Wealth Management
Florida
$4.5K
SJIM
539
St. Johns Investment Management
Florida
$4.38K
HFS
540
Horizon Financial Services
North Carolina
$4.38K +$3.15K +73 +197%
PTC
541
Private Trust Company
Ohio
$4.3K +$474 +11 +11%
AWM
542
Abound Wealth Management
Tennessee
$4.04K +$690 +16 +19%
CT
543
Colonial Trust
South Carolina
$3.94K
NRG
544
Nemes Rush Group
Michigan
$3.79K +$4.1K +95 New
BCWM
545
Bartlett & Co Wealth Management
Ohio
$3.57K +$431 +10 +12%
TPWA
546
Twin Peaks Wealth Advisors
California
$3.47K +$3.75K +87 New
CPG
547
Cornerstone Planning Group
New Jersey
$3.44K +$2.16K +50 +135%
SSG
548
Summit Securities Group
New York
$3.43K -$29.8K -690 -89%
NSIM
549
North Star Investment Management
Illinois
$3.43K
CFB
550
Cullen/Frost Bankers
Texas
$3.41K +$43 +1 +1%