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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
RL
626
Ruffer LLP
United Kingdom
-$447K -8,300 Closed
MA
627
MYDA Advisors
New York
-$431K -8,000 Closed
BFM
628
Boothbay Fund Management
New York
-$428K -7,951 Closed
CBUSF
629
Construction & Building Unions Superannuation Fund
Australia
-$409K -7,600 Closed
IC
630
IEQ Capital
California
-$408K -7,578 Closed
BA
631
Bridgewater Associates
Connecticut
-$392K -7,269 Closed
IAA
632
Independent Advisor Alliance
North Carolina
-$346K -6,421 Closed
MOS
633
MGO One Seven
Ohio
-$332K -6,165 Closed
LFA
634
Legacy Financial Advisors
Kentucky
-$310K -5,763 Closed
MAS
635
Meeder Advisory Services
Ohio
-$293K -5,439 Closed
GS
636
GTS Securities
New York
-$264K -4,899 Closed
CIBC World Market
637
CIBC World Market
Ontario, Canada
-$247K -4,580 Closed
PL
638
Perpetual Ltd
Australia
-$233K -4,331 Closed
AFG
639
Atomi Financial Group
New York
-$231K -4,294 Closed
AWM
640
Axxcess Wealth Management
California
-$229K -4,261 Closed
EWM
641
Evercore Wealth Management
New York
-$226K -4,195 Closed
QC
642
Quantessence Capital
New York
-$219K -4,066 Closed
FCIM
643
Fairview Capital Investment Management
California
-$215K -4,000 Closed
JSW
644
Journey Strategic Wealth
New Jersey
-$207K -3,839 Closed
RWP
645
Ridgeline Wealth Planning
Ohio
-$206K -3,822 Closed
KeyBank National Association
646
KeyBank National Association
Ohio
-$204K -3,794 Closed
T2I
647
Turim 21 Investimentos
Brazil
-$194K -3,660 Closed
SNB
648
Security National Bank
Nebraska
-$181K -3,357 Closed
Optiver Holding
649
Optiver Holding
Netherlands
-$161K -2,991 Closed
FA
650
Fedenia Advisers
Wisconsin
-$62.7K -1,165 Closed