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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
HNW
551
High Note Wealth
Minnesota
$2.52K +$2.84K +56 New
HI
552
Harbour Investments
Wisconsin
$2.43K
DF
553
Dunhill Financial
United Kingdom
$2.42K -$203 -4 -7%
DJSG
554
D.J. St. Germain
Massachusetts
$2.34K -$3.8K -75 -59%
RS
555
Rakuten Securities
Japan
$2.3K -$17.5K -345 -87%
Federated Hermes
556
Federated Hermes
Pennsylvania
$2.25K -$90.6K -1,786 -97%
RWM
557
Rialto Wealth Management
New York
$2.03K +$2.28K +45 New
SFGP
558
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.03K +$2.28K +45 New
MCM
559
MV Capital Management
Maryland
$1.98K +$254 +5 +13%
WPA
560
Wealth Preservation Advisors
Tennessee
$1.98K +$2.23K +44 New
CA
561
Clearstead Advisors
Ohio
$1.85K +$2.08K +41 New
CIAM
562
Caitong International Asset Management
Hong Kong
$1.85K -$79.4K -1,565 -97%
BI
563
Binnacle Investments
Iowa
$1.85K +$2.08K +41 New
AWM
564
Activest Wealth Management
Florida
$1.8K +$1.98K +39 +3,900%
CPG
565
Cornerstone Planning Group
New Jersey
$1.68K +$355 +7 +21%
TCM
566
TD Capital Management
Tennessee
$1.42K
HT
567
Headlands Technologies
Illinois
$1.4K -$304 -6 -16%
Kayne Anderson Rudnick Investment Management
568
Kayne Anderson Rudnick Investment Management
California
$1.35K -$1.22K -24 -44%
HIA
569
Harbor Investment Advisory
Maryland
$1.35K +$203 +4 +15%
CWP
570
Clark Wealth Partners
Illinois
$1.17K
VWA
571
Valued Wealth Advisors
Utah
$1.17K
SWA
572
SOA Wealth Advisors
New York
$1.14K
TWD
573
True Wealth Design
Ohio
$1.08K +$761 +15 +167%
BWAM
574
Boyd Watterson Asset Management
Ohio
$1.04K
AW
575
Avion Wealth
Texas
$1K