SW

Smurfit Westrock plc
SW

Overview Fund Activity

583 hedge funds and large institutions have $18.7B invested in Smurfit Westrock plc in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 206 increasing their positions, 220 reducing their positions, and 76 closing their positions.

Holders
583
Holders Change
-8
Holders Change %
-1.35%
% of All Funds
7.92%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
77
Increased
206
Reduced
220
Closed
76
Calls
$14.8M
Puts
$2.64M
Net Calls
+$12.1M
Net Calls Change
-$20M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$456M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$966M
3
BlackRock
3
BlackRock
New York
$1.96B
4
Citigroup
4
Citigroup
New York
$149M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$275M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$6.43M
2
LPU
2
Lansdowne Partners (UK)
United Kingdom
$87M
3
Bank of America
3
Bank of America
North Carolina
$212M
4
LA
4
LBP AM
France
$30.4M
5
ZIG
5
Zurich Insurance Group
Switzerland
$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
601
Troluce Capital Advisors
Puerto Rico
– -$2.32M -43,063 Closed
IEFM
602
IQ EQ Fund Management
Ireland
– -$1.91M -35,551 Closed
KRS
603
Kentucky Retirement Systems
Kentucky
– -$1.83M -33,905 Closed
JSSH
604
J. Safra Sarasin Holding
– -$1.52M -28,202 Closed
SAM
605
Silvercrest Asset Management
New York
– -$1.24M -23,000 Closed
FHB
606
First Hawaiian Bank
Hawaii
– -$936K -17,374 Closed
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
– -$915K -16,992 Closed
Envestnet Portfolio Solutions
608
Envestnet Portfolio Solutions
Illinois
– -$708K -13,151 Closed
JF
609
Jump Financial
Illinois
– -$627K -11,632 Closed
JAM
610
Jupiter Asset Management
United Kingdom
– -$604K -11,215 Closed
MWM
611
Modern Wealth Management
Kansas
– -$576K -10,686 Closed
CG
612
Caprock Group
Idaho
– -$508K -9,426 Closed
CFM
613
Catalyst Funds Management
Australia
– -$479K -8,900 Closed
ONB
614
Old National Bancorp
Indiana
– -$450K -8,359 Closed
RL
615
Ruffer LLP
United Kingdom
– -$447K -8,300 Closed
MA
616
MYDA Advisors
New York
– -$431K -8,000 Closed
BFM
617
Boothbay Fund Management
New York
– -$428K -7,951 Closed
CBUSF
618
Construction & Building Unions Superannuation Fund
Australia
– -$409K -7,600 Closed
IC
619
IEQ Capital
California
– -$408K -7,578 Closed
BA
620
Bridgewater Associates
Connecticut
– -$392K -7,269 Closed
IAA
621
Independent Advisor Alliance
North Carolina
– -$346K -6,421 Closed
MOS
622
MGO One Seven
Ohio
– -$332K -6,165 Closed
LFA
623
Legacy Financial Advisors
Kentucky
– -$310K -5,763 Closed
MAS
624
Meeder Advisory Services
Ohio
– -$293K -5,439 Closed
GS
625
GTS Securities
New York
– -$264K -4,899 Closed
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25
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