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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
HHGA
551
Halbert Hargrove Global Advisors
California
$2.77K +$2.94K +65 New
BFS
552
Bare Financial Services
Pennsylvania
$2.77K
DIP
553
DT Investment Partners
Pennsylvania
$2.56K
PTC
554
Private Trust Company
Ohio
$2.55K +$815 +18 +43%
AWM
555
Activest Wealth Management
Florida
$2.43K +$1.04K +23 +68%
MPW
556
MASECO Private Wealth
$2.35K
FFO
557
Fortitude Family Office
Arizona
$2.13K
AW
558
Avion Wealth
Texas
$2K -$543 -12 -20%
OAJ
559
Ogorek Anthony Joseph
New York
$2K
Kayne Anderson Rudnick Investment Management
560
Kayne Anderson Rudnick Investment Management
California
$1.92K
MAM
561
Marquette Asset Management
Minnesota
$1.87K +$1.99K +44 New
AA
562
Addison Advisors
Vermont
$1.7K +$1.81K +40 New
JWA
563
JFS Wealth Advisors
Pennsylvania
$1.66K +$679 +15 +63%
AP
564
Aspect Partners
Virginia
$1.62K +$1.72K +38 New
RIL
565
Rothschild Investment LLC
Illinois
$1.41K +$453 +10 +43%
DPW
566
DiNuzzo Private Wealth
Pennsylvania
$1.14K +$136 +3 +14%
TIM
567
Tortoise Investment Management
New York
$1.06K -$45 -1 -4%
SC
568
SouthState Corp
Florida
$1.02K
Q1WB
569
Quest 10 Wealth Builders
Virginia
$1.02K +$1.09K +24 New
CCM
570
Cloud Capital Management
Washington
$1K +$1.95K +43 New
TCA
571
Trifecta Capital Advisors
Illinois
$980
BWAM
572
Boyd Watterson Asset Management
Ohio
$979
SS
573
Sunbelt Securities
Texas
$979 +$1.04K +23 New
SIC
574
SJS Investment Consulting
Ohio
$894 +$181 +4 +24%
EWP
575
Elevation Wealth Partners
California
$894 +$950 +21 New

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.