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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
CIAM
576
Caitong International Asset Management
Hong Kong
$851 -$317 -7 -26%
CA
577
CoreCap Advisors
Michigan
$809 +$136 +3 +19%
BHWM
578
Bay Harbor Wealth Management
Maryland
$808 +$498 +11 +138%
WWA
579
Wealth Watch Advisors
Colorado
$681 +$724 +16 New
DF
580
DecisionPoint Financial
Arizona
$640 +$679 +15 New
CW
581
Curio Wealth
Maryland
$639 +$679 +15 New
ACA
582
American Capital Advisory
Idaho
$596
VWA
583
Valued Wealth Advisors
Utah
$554 -$317 -7 -35%
AF
584
Advisornet Financial
Minnesota
$553
PWA
585
Principia Wealth Advisory
Texas
$553 +$136 +3 +30%
HIA
586
HFM Investment Advisors
New Jersey
$553 +$181 +4 +44%
TCB
587
Texas Capital Bancshares
Texas
$553 +$588 +13 New
CTC
588
Central Trust Company
Missouri
$511
QWM
589
Quaker Wealth Management
New Jersey
$511
PWMG
590
Prestige Wealth Management Group
New Jersey
$384
SFCL
591
Strengthening Families & Communities LLC
Massachusetts
$347
TCOT
592
Trust Company of Toledo
Ohio
$341
UCB
593
United Community Bank
South Carolina
$341 +$362 +8 New
WPA
594
Wealth Preservation Advisors
Tennessee
$255
DCM
595
Davis Capital Management
Florida
$213 +$226 +5 New
HWP
596
Highline Wealth Partners
California
$128
PWAM
597
Private Wealth Asset Management
Iowa
$128
MAM
598
Meeder Asset Management
Ohio
$43
SWA
599
SOA Wealth Advisors
New York
$11
Norges Bank
600
Norges Bank
Norway
-$750M -17,375,882 Closed

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.