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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
MA
651
Montag & Associates
Georgia
-$27.5K -645 Closed
PS
652
Principal Securities
Iowa
-$26.6K -625 Closed
FC
653
Fairscale Capital
New Hampshire
-$23.4K -550 Closed
RA
654
Rise Advisors
New York
-$15.4K -363 Closed
FHC
655
First Horizon Corporation
Tennessee
-$13.5K -316 Closed
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$11.9K -280 Closed
HDIM
657
Hanson & Doremus Investment Management
Vermont
-$8K -196 Closed
BGAI
658
Bruce G. Allen Investments
Colorado
-$8.26K -194 Closed
FMP
659
Financial Management Professionals
Texas
-$8.05K -189 Closed
SL
660
Salomon & Ludwin
Virginia
-$7.81K -186 Closed
MSG
661
Main Street Group
Virginia
-$5.12K -120 Closed
MSWA
662
Marshall & Sterling Wealth Advisors
New York
-$5.11K -120 Closed
PWMG
663
Private Wealth Management Group
New Jersey
-$3.58K -84 Closed
GWSG
664
GPS Wealth Strategies Group
Colorado
-$3.28K -77 Closed
OAJ
665
Ogorek Anthony Joseph
New York
-$2K -66 Closed
BFS
666
Bare Financial Services
Pennsylvania
-$2.77K -65 Closed
HHGA
667
Halbert Hargrove Global Advisors
California
-$2.77K -65 Closed
MAM
668
Marquette Asset Management
Minnesota
-$1.87K -44 Closed
CCM
669
Cloud Capital Management
Washington
-$1K -43 Closed
TIM
670
Tortoise Investment Management
New York
-$1.06K -25 Closed
Q1WB
671
Quest 10 Wealth Builders
Virginia
-$1.02K -24 Closed
SC
672
SouthState Corp
Florida
-$1.02K -24 Closed
SS
673
Sunbelt Securities
Texas
-$979 -23 Closed
TCA
674
Trifecta Capital Advisors
Illinois
-$980 -23 Closed
WWA
675
Wealth Watch Advisors
Colorado
-$681 -16 Closed