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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
MCM
551
MV Capital Management
Maryland
$3.39K +$604 +14 +20%
CT
552
Clearstead Trust
Maine
$3.31K +$3.41K +79 +1,975%
BGAI
553
Bruce G. Allen Investments
Colorado
$3.31K +$3.58K +83 New
OAJ
554
Ogorek Anthony Joseph
New York
$3K +$3.62K +84 New
IAS
555
IMA Advisory Services
Colorado
$2.87K -$29K -672 -90%
RWM
556
Rialto Wealth Management
New York
$2.79K +$2.46K +57 +438%
TWD
557
True Wealth Design
Ohio
$2.59K +$259 +6 +10%
HHCP
558
Hilton Head Capital Partners
South Carolina
$2.55K -$86 -2 -3%
QC
559
Quent Capital
New York
$2.47K
GSEP
560
Golden State Equity Partners
California
$2.43K +$2.63K +61 New
DIP
561
DT Investment Partners
Pennsylvania
$2.39K
SEP
562
Signature Equity Partners
Ohio
$2.39K +$302 +7 +13%
MPW
563
MASECO Private Wealth
$2.2K
HWP
564
Highline Wealth Partners
California
$2.11K +$2.29K +53 New
PWMG
565
Prestige Wealth Management Group
New Jersey
$2.03K -$287K -6,653 -99%
AW
566
Avion Wealth
Texas
$2K +$518 +12 +30%
EWP
567
Elevation Wealth Partners
California
$1.75K +$1.12K +26 +144%
SFS
568
Sunrise Financial Services
Washington
$1.67K
AP
569
Aspect Partners
Virginia
$1.67K +$173 +4 +11%
AGWCA
570
Annis Gardner Whiting Capital Advisors
Florida
$1.63K +$906 +21 +105%
AA
571
Addison Advisors
Vermont
$1.59K
BHWM
572
Bay Harbor Wealth Management
Maryland
$1.55K +$906 +21 +117%
DPW
573
DiNuzzo Private Wealth
Pennsylvania
$1.44K +$604 +14 +64%
BWL
574
Bogart Wealth LLC
Virginia
$1.35K +$1.47K +34 New
JWM
575
JPL Wealth Management
Colorado
$1.32K +$1.42K +33 New