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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
KK
126
KLP Kapitalforvaltning
Norway
$8.36M -$13.6K -300 -0.2%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$8.06M +$377K +8,329 +5%
RAM
128
Ramirez Asset Management
New York
$8.02M +$164K +3,627 +2%
SPC
129
Slate Path Capital
New York
$7.96M -$3.19M -70,400 -27%
CM
130
CastleKnight Management
New York
$7.96M – – –
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$7.76M +$247K +5,449 +3%
LA
132
LBP AM
France
$7.46M -$1.39M -30,805 -15%
VDBMI
133
Van Den Berg Management I
Texas
$7.42M -$64.5K -1,425 -0.8%
Nomura Asset Management
134
Nomura Asset Management
Japan
$7.36M -$27.2K -601 -0.3%
LF
135
Lansforsakringar Fondforvaltning
Sweden
$7.34M +$908K +20,070 +13%
LPL Financial
136
LPL Financial
California
$7.1M +$770K +17,022 +11%
American Century Companies
137
American Century Companies
Missouri
$7.09M -$18.1K -399 -0.2%
PMG
138
Private Management Group
California
$6.98M -$82.2K -1,816 -1%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.93M +$45.7K +1,009 +0.6%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$6.73M -$416K -9,185 -5%
ASRS
141
Arizona State Retirement System
Arizona
$6.57M +$80.4K +1,776 +1%
SOMRS
142
State of Michigan Retirement System
Michigan
$6.47M +$290K +6,400 +4%
Credit Agricole
143
Credit Agricole
France
$6.39M +$6.8M +150,200 New
MGP
144
M&G plc
United Kingdom
$6.27M +$1.43M +31,551 +28%
NO
145
Ninety One
South Africa
$6.12M +$6.6M +145,854 New
RAM
146
Resona Asset Management
Japan
$6.08M -$413K -9,132 -6%
GIA
147
Gateway Investment Advisers
Ohio
$6.07M +$4.48K +99 +0.1%
JFG
148
Jefferies Financial Group
New York
$5.95M -$2.68M -59,148 -29%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$5.95M – – –
BCAM
150
Boston Common Asset Management
Massachusetts
$5.94M -$7.27M -160,543 -53%
4 5
6
7 8

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.