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SW

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
CFG
576
Clayton Financial Group
Missouri
$1.28K
RWS
577
Retirement Wealth Solutions
Wisconsin
$1.24K +$776 +18 +138%
WSFG
578
Wall Street Financial Group
Illinois
$1.24K +$1.34K +31 New
GLF
579
Groupe la Francaise
France
$1.23K
ACA
580
American Capital Advisory
Idaho
$1.08K +$604 +14 +108%
WTA
581
Washington Trust Advisors
Massachusetts
$1.08K +$1.16K +27 New
BH
582
Burk Holdings
Oklahoma
$1.04K +$1.12K +26 New
KG
583
Kilter Group
New York
$997
SVCP
584
Silicon Valley Capital Partners
California
$968 +$1.03K +24 New
BWAM
585
Boyd Watterson Asset Management
Ohio
$917
CW
586
Curio Wealth
Maryland
$917 +$345 +8 +53%
SS
587
Sunbelt Securities
Texas
$917 +$992 +23 New
AF
588
Advisornet Financial
Minnesota
$877 +$949 +22 New
1CP
589
1015 Capital Partners
Pennsylvania
$797 +$345 +8 +67%
SWM
590
Spire Wealth Management
Virginia
$757 -$7.16K -166 -90%
FCAS
591
First Command Advisory Services
Texas
$757
QWM
592
Quaker Wealth Management
New Jersey
$678 +$302 +7 +70%
AWM
593
Activest Wealth Management
Florida
$598 +$216 +5 +50%
PWA
594
Portus Wealth Advisors
North Carolina
$598 +$647 +15 New
VWM
595
Vermillion Wealth Management
Minnesota
$558 +$604 +14 New
VWA
596
Valued Wealth Advisors
Utah
$519
CTC
597
Central Trust Company
Missouri
$479
HIA
598
HFM Investment Advisors
New Jersey
$478 +$216 +5 +71%
FMP
599
Financial Management Professionals
Texas
$478 +$518 +12 New
HIA
600
Harbor Investment Advisory
Maryland
$399 -$1.29K -30 -75%