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Smurfit Westrock

595 hedge funds and large institutions have $19.7B invested in Smurfit Westrock in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 224 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $2.64M

3% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 75

0.26% more ownership

Funds ownership: 83.61%83.87% (+0.26%)

1% less funds holding

Funds holding: 601595 (-6)

6% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 224

16% less capital invested

Capital invested by funds: $23.4B → $19.7B (-$3.7B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
595
Holders Change
-6
Holders Change %
-1%
% of All Funds
7.98%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
77
Increased
211
Reduced
224
Closed
75
Calls
$14.8M
Puts
$2.64M
Net Calls
+$12.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.56B +$16M +316,074 +0.4%
BlackRock
2
BlackRock
New York
$1.96B +$101M +1,990,325 +5%
N
3
Nuveen
North Carolina
$1.05B +$132M +2,610,787 +13%
Norges Bank
4
Norges Bank
Norway
$972M -$127M -2,504,390 -10%
Capital Research Global Investors
5
Capital Research Global Investors
California
$966M +$152M +2,992,459 +16%
State Street
6
State Street
Massachusetts
$921M +$45.4M +896,095 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$672M +$31.3M +616,410 +4%
Fidelity International
8
Fidelity International
Bermuda
$497M +$4.23M +83,330 +0.8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$479M +$41.6M +819,927 +8%
Invesco
10
Invesco
Georgia
$462M +$20M +395,015 +4%
OAG
11
Orbis Allan Gray
Bermuda
$456M +$220M +4,329,653 +75%
Ameriprise
12
Ameriprise
Minnesota
$380M -$29.1M -574,718 -6%
Deutsche Bank
13
Deutsche Bank
Germany
$331M -$6.61M -130,385 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$320M -$9.48M -186,995 -3%
SFM
15
Soros Fund Management
New York
$309M -$9.82M -193,694 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$275M +$87.3M +1,721,889 +39%
AllianceBernstein
17
AllianceBernstein
Tennessee
$256M +$40M +788,082 +16%
Boston Partners
18
Boston Partners
Massachusetts
$241M -$13.6M -268,446 -5%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$229M +$4.15M +81,911 +2%
Pictet Asset Management
20
Pictet Asset Management
Switzerland
$223M +$1.59M +31,410 +0.6%
Franklin Resources
21
Franklin Resources
California
$223M +$69.4M +1,368,344 +38%
Amundi
22
Amundi
France
$215M +$15.8M +311,770 +7%
Bank of America
23
Bank of America
North Carolina
$212M -$106M -2,082,470 -31%
Northern Trust
24
Northern Trust
Illinois
$193M -$12.7M -249,514 -6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$186M +$29.8M +587,626 +17%