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SW

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
VWM
576
Valley Wealth Managers
New Jersey
$946
CA
577
CoreCap Advisors
Michigan
$901 -$1.27K -25 -56%
DPW
578
DiNuzzo Private Wealth
Pennsylvania
$721 +$203 +4 +33%
HFS
579
Horizon Financial Services
North Carolina
$721 +$811 +16 New
GFPC
580
Global Financial Private Client
Florida
$676 +$456 +9 +150%
PWA
581
Principia Wealth Advisory
Texas
$555 -$51 -1 -7%
RIL
582
Rothschild Investment LLC
Illinois
$541
SIC
583
SJS Investment Consulting
Ohio
$541
WTC
584
WhitTier Trust Company
Nevada
$450 +$304 +6 +150%
PCTC
585
Perkins Coie Trust Company
Washington
$450 +$507 +10 New
CAWM
586
Capital A Wealth Management
Pennsylvania
$406 +$456 +9 New
TSMHT
587
Thurston Springer Miller Herd & Titak
Indiana
$405
WW
588
Winnow Wealth
Texas
$283 +$101 +2 +40%
BHWM
589
Bay Harbor Wealth Management
Maryland
$270 +$304 +6 New
GA
590
GoalVest Advisory
New York
$180 +$203 +4 New
PWAM
591
Private Wealth Asset Management
Iowa
$135 +$152 +3 New
AG
592
AmeriFlex Group
Nevada
$94 +$101 +2 New
HIA
593
HFM Investment Advisors
New Jersey
$91 +$101 +2 New
BCWM
594
Bartlett & Co Wealth Management
Ohio
$90 -$4.97K -98 -98%
PWM
595
Parkworth Wealth Management
California
$90
LIP
596
Liontrust Investment Partners
United Kingdom
-$46.8M -866,481 Closed
GLF
597
Groupe la Francaise
France
-$30.4M -564,184 Closed
SSA
598
Schonfeld Strategic Advisors
New York
-$27.3M -506,870 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
599
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$22.5M -418,223 Closed
MAM
600
Melqart Asset Management
United Kingdom
-$15M -278,712 Closed