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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
GCP
626
GSA Capital Partners
United Kingdom
-$394K -9,130 Closed
SRL
627
Scientech Research LLC
New Jersey
-$371K -8,608 Closed
CAS
628
CTC Alternative Strategies
Illinois
-$341K -7,900 Closed
MP
629
McDonald Partners
Ohio
-$324K -7,500 Closed
Capstone Investment Advisors
630
Capstone Investment Advisors
New York
-$319K -7,398 Closed
BCM
631
Bayesian Capital Management
New York
-$311K -7,200 Closed
FC
632
Farringdon Capital
United Kingdom
-$274K -6,348 Closed
FT
633
Fiduciary Trust
Massachusetts
-$256K -5,934 Closed
CCM
634
Canal Capital Management
Virginia
-$247K -5,721 Closed
PA
635
PharVision Advisers
Florida
-$246K -5,690 Closed
MPM
636
MBB Public Markets
Illinois
-$243K -5,638 Closed
LCM
637
Laurion Capital Management
New York
-$238K -5,507 Closed
Hudson Bay Capital Management
638
Hudson Bay Capital Management
Connecticut
-$224K -5,188 Closed
JG
639
Jain Global
New York
-$206K -4,777 Closed
Simplex Trading
640
Simplex Trading
Illinois
-$57.2K -1,263 Closed
WA
641
Whipplewood Advisors
Colorado
-$44.3K -1,026 Closed
MYIA
642
Mount Yale Investment Advisors
Colorado
-$37.2K -863 Closed
OWP
643
ORG Wealth Partners
Texas
-$21.8K -475 Closed
DMBA
644
Deseret Mutual Benefit Administrators
Utah
-$12K -278 Closed
SWP
645
SIMA Wealth Partners
Virginia
-$9.71K -225 Closed
TPWA
646
Twin Peaks Wealth Advisors
California
-$9.56K -216 Closed
PWS
647
Peterson Wealth Services
Utah
-$9.19K -213 Closed
NC
648
NewSquare Capital
Pennsylvania
-$8.33K -193 Closed
CFS
649
Compass Financial Services
Iowa
-$6.99K -162 Closed
CIA
650
Cape Investment Advisory
Georgia
-$3.45K -80 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.