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SW

Smurfit Westrock

594 hedge funds and large institutions have $17.8B invested in Smurfit Westrock in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $7.3M

1.38% more ownership

Funds ownership: 86.78%88.16% (+1.4%)

7% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 87

1% less funds holding

Funds holding: 599594 (-5)

1% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 222

8% less capital invested

Capital invested by funds: $19.3B → $17.8B (-$1.45B)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
594
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
7.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
93
Increased
220
Reduced
222
Closed
87
Calls
$19.8M
Puts
$7.3M
Net Calls
+$12.5M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
626
Radnor Capital Management
Pennsylvania
-$343K -8,058 Closed
LI
627
LifeWealth Investments
Florida
-$327K -7,687 Closed
WB
628
WesBanco Bank
West Virginia
-$324K -7,608 Closed
TIM
629
Triodos Investment Management
Netherlands
-$315K -7,400 Closed
BAM
630
Blueshift Asset Management
New Jersey
-$280K -6,587 Closed
MA
631
MONECO Advisors
Connecticut
-$280K -6,568 Closed
GCM
632
Graham Capital Management
Connecticut
-$279K -6,554 Closed
TE
633
Tema ETFs
New York
-$263K -6,175 Closed
ASN
634
Advisory Services Network
Georgia
-$259K -6,091 Closed
IWC
635
Integrated Wealth Concepts
Massachusetts
-$259K -6,082 Closed
IIM
636
INTECH Investment Management
Florida
-$242K -5,681 Closed
BCP
637
Blackhawk Capital Partners
Wisconsin
-$241K -5,667 Closed
WF
638
Womack Financial
Texas
-$238K -5,597 Closed
WPA
639
West Paces Advisors
Georgia
-$232K -5,453 Closed
NP
640
NorthRock Partners
Minnesota
-$222K -5,223 Closed
HAG
641
HighPoint Advisor Group
Illinois
-$222K -5,220 Closed
LCGC
642
Legacy Capital Group California
California
-$211K -4,946 Closed
PNC
643
Park National Corp
Ohio
-$208K -4,883 Closed
RIG
644
RiverFront Investment Group
Virginia
-$207K -4,864 Closed
NP
645
Nilsine Partners
Colorado
-$202K -4,750 Closed
GFP
646
Gryphon Financial Partners
Ohio
-$200K -4,709 Closed
ACM
647
Aster Capital Management
United Arab Emirates
-$78.2K -1,837 Closed
MG
648
Mather Group
Illinois
-$54.8K -1,288 Closed
GWP
649
Gen-Wealth Partners
Michigan
-$45.3K -1,063 Closed
SWGC
650
Summit Wealth Group (Colorado)
Colorado
-$260K -686 Closed