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SW

Smurfit Westrock
SW

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: 12 → 13 (+1)

4% more funds holding

Funds holding: 575 → 599 (+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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$372M
2
Franklin Resources
Franklin Resources
California
+$249M
3
Barclays
Barclays
United Kingdom
+$144M
4
State Street
State Street
Massachusetts
+$137M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$99.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$858M
2
RL
Ruffer LLP
United Kingdom
-$170M
3
Citadel Advisors
Citadel Advisors
Florida
-$49.4M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$27.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
76
Foresight Group
United Kingdom
$21.4M -$3.09M -68,199 -12%
Wellington Management Group
77
Wellington Management Group
Massachusetts
$21.4M -$3.84M -84,735 -14%
JGC
78
J. Goldman & Co
New York
$21.4M +$6.01M +132,775 +36%
ACP
79
Albar Capital Partners
United Kingdom
$20.2M +$14M +310,242 +188%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$20.2M +$955K +21,100 +5%
GAM
81
Groupama Asset Management
France
$20.1M +$1.61M +35,651 +6%
LOAME
82
Lombard Odier Asset Management (Europe)
United Kingdom
$20M +$3.51M +77,621 +20%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$19.4M +$2.5M +55,255 +14%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$18.5M -$354K -7,819 -2%
TAF
85
Tredje AP-fonden
Sweden
$18.2M +$814K +17,993 +4%
SAM
86
Sycomore Asset Management
France
$18M – – –
Brown Advisory
87
Brown Advisory
Maryland
$17.8M +$18.9M +417,419 New
EAM
88
Exane Asset Management
France
$17.3M +$4.08M +90,233 +35%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$17.3M -$86.2K -1,904 -0.5%
Capital International Investors
90
Capital International Investors
California
$16.5M +$17.6M +388,544 New
BPC
91
Banque Pictet & Cie
Switzerland
$16.1M +$1.02M +22,442 +6%
Ninety One (UK)
92
Ninety One (UK)
United Kingdom
$15.8M +$17M +376,677 New
DCP
93
Distillate Capital Partners
Illinois
$15M +$15.9M +352,377 New
AL
94
Arnhold LLC
New York
$14.9M – – –
SAM
95
Storebrand Asset Management
Norway
$14.6M +$193K +4,264 +1%
AWM
96
AE Wealth Management
Kansas
$14.4M +$986K +21,789 +7%
AIM
97
Access Investment Management
Georgia
$14.1M +$263K +5,800 +2%
Aberdeen Group
98
Aberdeen Group
United Kingdom
$13.9M +$13.4M +297,003 +911%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$13.7M -$37.2K -822 -0.3%
CBU
100
CIBC Bancorp USA
Illinois
$13.6M +$14.4M +318,720 New
2 3
4
5 6

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.