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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.62B -$858M -18,949,285 -24%
BlackRock
2
BlackRock
New York
$1.85B +$92.4M +2,041,427 +5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.17B -$6.37M -140,754 -0.5%
State Street
4
State Street
Massachusetts
$1.01B +$137M +3,027,125 +15%
N
5
Nuveen
North Carolina
$1B -$6.65M -146,986 -0.6%
OAG
6
Orbis Allan Gray
Bermuda
$807M +$24.8M +548,409 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$578M +$38.5M +850,148 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$518M -$1.76M -38,805 -0.3%
Franklin Resources
9
Franklin Resources
California
$483M +$249M +5,511,887 +94%
UBS Group
10
UBS Group
Switzerland
$478M +$372M +8,218,351 +272%
Invesco
11
Invesco
Georgia
$429M +$11.1M +246,041 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$370M +$8.74M +193,099 +2%
Fidelity International
13
Fidelity International
Bermuda
$362M +$6.84M +151,040 +2%
SFM
14
Soros Fund Management
New York
$330M +$12.1M +266,503 +4%
Ameriprise
15
Ameriprise
Minnesota
$323M +$4.29M +94,782 +1%
CCM
16
Causeway Capital Management
California
$320M +$23M +507,289 +7%
JP Morgan Chase
17
JP Morgan Chase
New York
$266M +$40.2M +889,239 +17%
Bank of America
18
Bank of America
North Carolina
$259M +$36.8M +812,868 +15%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$241M +$13.8M +305,974 +6%
Deutsche Bank
20
Deutsche Bank
Germany
$240M +$10.3M +227,573 +4%
Barclays
21
Barclays
United Kingdom
$224M +$144M +3,180,531 +152%
AllianceBernstein
22
AllianceBernstein
Tennessee
$224M -$4.01M -88,614 -2%
Morgan Stanley
23
Morgan Stanley
New York
$221M +$40.7M +898,335 +21%
Pictet Asset Management
24
Pictet Asset Management
Switzerland
$213M +$5.25M +116,031 +2%
Marshall Wace
25
Marshall Wace
United Kingdom
$208M +$81.3M +1,795,133 +58%

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.