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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
TF
651
Tompkins Financial
New York
-$42K -780 Closed
NFSG
652
Newbridge Financial Services Group
Florida
-$26.9K -500 Closed
HCP
653
Hexagon Capital Partners
Arkansas
-$16.9K -313 Closed
VWM
654
Venturi Wealth Management
Texas
-$12.2K -227 Closed
LJHT
655
Laurie J. Hall Trustee
-$12K -225 Closed
TCA
656
Trifecta Capital Advisors
Illinois
-$10.8K -200 Closed
CA
657
Centerpoint Advisors
Massachusetts
-$8K -150 Closed
ACA
658
Atlas Capital Advisors
Wyoming
-$5.71K -106 Closed
CA
659
Continuum Advisory
Idaho
-$5.06K -94 Closed
EBA
660
Eagle Bay Advisors
New York
-$3.88K -72 Closed
CFGS
661
Concourse Financial Group Securities
Alabama
-$3.27K -59 Closed
AWM
662
Avior Wealth Management
Nebraska
-$2.15K -40 Closed
CAC
663
Core Alternative Capital
Georgia
-$1.51K -28 Closed
CAS
664
Coppell Advisory Solutions
Texas
-$1.07K -20 Closed
WWM
665
Wolff Wiese Magana
California
-$1.08K -20 Closed
RTC
666
Riverview Trust Company
Washington
-$754 -14 Closed
GBT
667
Grove Bank & Trust
Florida
-$646 -12 Closed
BFPW
668
BOK Financial Private Wealth
Colorado
-$431 -8 Closed
HWA
669
HHM Wealth Advisors
Tennessee
-$270 -5 Closed