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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
CC
176
Covalis Capital
United Kingdom
$4M +$4.25M +93,935 New
Prudential Financial
177
Prudential Financial
New Jersey
$3.92M -$118K -2,610 -3%
LBA
178
Letko, Brosseau & Associates
Quebec, Canada
$3.89M +$46.8K +1,034 +1%
BHPW
179
Beverly Hills Private Wealth
California
$3.78M -$20K -442 -0.5%
EPIME
180
Evelyn Partners Investment Management (Europe)
$3.67M -$160K -3,532 -4%
AOWM
181
Alpha Omega Wealth Management
Virginia
$3.66M -$37.5K -829 -1%
URS
182
Utah Retirement Systems
Utah
$3.62M +$2.61M +57,613 +209%
SLAM
183
Swiss Life Asset Management
$3.62M +$3.85M +85,111 New
ET
184
Entropy Technologies
New York
$3.59M +$3.13M +69,213 +457%
PFSRSONJ
185
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.57M +$232K +5,119 +7%
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$3.53M -$997K -22,035 -21%
CI Investments Inc
187
CI Investments Inc
Ontario, Canada
$3.52M +$703K +15,523 +23%
DB
188
Danske Bank
Denmark
$3.49M -$3.54M -78,239 -49%
RG
189
Rathbones Group
United Kingdom
$3.47M -$259K -5,730 -6%
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$3.44M +$3.67K +81 +0.1%
ONSWM
191
Old North State Wealth Management
North Carolina
$3.44M +$31K +685 +0.9%
MNA
192
Manning & Napier Advisors
New York
$3.39M -$3.29M -72,668 -48%
SCA
193
Sage Capital Advisors
South Dakota
$3.38M +$407 +9 +0%
Federated Hermes
194
Federated Hermes
Pennsylvania
$3.35M -$1.87M -41,290 -34%
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$3.34M -$12.5M -275,395 -78%
SDIC
196
South Dakota Investment Council
South Dakota
$3.33M +$3.54M +78,257 New
MF
197
Magnetar Financial
Illinois
$3.33M +$3.54M +78,213 New
ECM
198
ExodusPoint Capital Management
New York
$3.28M +$3.49M +77,107 New
MGP
199
Metis Global Partners
California
$3.19M +$651K +14,381 +24%
BCIM
200
British Columbia Investment Management
British Columbia, Canada
$3.19M -$321K -7,099 -9%

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.