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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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$44.5M +$417K +9,221 +0.9%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$43.4M +$14.9M +328,197 +48%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.5M +$30.6M +676,735 +227%
Man Group
54
Man Group
United Kingdom
$41.5M +$16.6M +366,354 +60%
Universal-Beteiligungs- und Servicegesellschaft
55
Universal-Beteiligungs- und Servicegesellschaft
Germany
$40.8M +$3.37M +74,360 +8%
PP
56
Patten & Patten
Tennessee
$40.3M -$174K -3,853 -0.4%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$40.1M +$678K +14,985 +2%
Citadel Advisors
58
Citadel Advisors
Florida
$39.8M -$49.4M -1,092,521 -54%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$38.8M -$4.73M -104,601 -10%
National Pension Service
60
National Pension Service
South Korea
$37.2M +$1.09M +24,151 +3%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$37M +$16.5M +365,428 +73%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$36.5M +$38.8M +856,806 New
RL
63
Ruffer LLP
United Kingdom
$33.4M -$170M -3,759,121 -83%
ZIG
64
Zurich Insurance Group
Switzerland
$32.8M -$26.3M -581,112 -43%
CLOS
65
Compagnie Lombard Odier SCmA
Switzerland
$32.3M -$6.41M -141,647 -16%
EPIM
66
Evelyn Partners Investment Management
$31.7M -$1.54M -34,113 -4%
MCM
67
Moore Capital Management
New York
$31.4M +$33.4M +737,354 New
LIP
68
Liontrust Investment Partners
United Kingdom
$31.2M +$293K +6,482 +0.9%
First Trust Advisors
69
First Trust Advisors
Illinois
$31.1M +$176K +3,897 +0.5%
SEI Investments
70
SEI Investments
Pennsylvania
$30.9M +$2.74M +60,616 +9%
Principal Financial Group
71
Principal Financial Group
Iowa
$26.8M +$3.18M +70,305 +13%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$26.7M +$36.8K +813 +0.1%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$25M +$3.04M +67,269 +13%
SIC
74
Salem Investment Counselors
North Carolina
$23.9M -$42.5K -940 -0.2%
SC
75
Savant Capital
Illinois
$22.9M -$12.6K -279 -0.1%

SW Hedge Fund Activity: Q3 2025 in Review

599 of the 7,619 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.