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Smurfit Westrock

611 hedge funds and large institutions have $19B invested in Smurfit Westrock in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 261 increasing their positions, 174 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $11.9M

50% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 174

39% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $17.8B → $19B (+$1.15B)

3% more funds holding

Funds holding: 594611 (+17)

2.67% more ownership

Funds ownership: 88.16%90.82% (+2.7%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
611
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
7.53%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
100
Increased
261
Reduced
174
Closed
72
Calls
$22.2M
Puts
$11.9M
Net Calls
+$10.3M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.79B +$24.4M +566,300 +1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.55B +$123M +2,844,074 +8%
VCM
3
Vanguard Capital Management
Pennsylvania
$1.35B +$1.46B +33,960,747 New
State Street
4
State Street
Massachusetts
$1.01B +$26.2M +606,712 +2%
N
5
Nuveen
North Carolina
$980M +$100M +2,317,483 +10%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$969M +$1.05B +24,315,691 New
CCM
7
Causeway Capital Management
California
$620M -$154M -3,566,851 -19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$566M +$20.2M +469,516 +3%
OAG
9
Orbis Allan Gray
Bermuda
$549M -$7.84M -181,814 -1%
Franklin Resources
10
Franklin Resources
California
$516M +$263M +6,095,304 +89%
Capital World Investors
11
Capital World Investors
California
$497M +$538M +12,472,417 New
DZ Bank
12
DZ Bank
Germany
$425M +$427M +9,890,684 +1,256%
Invesco
13
Invesco
Georgia
$424M +$47.6M +1,103,368 +12%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$402M -$44.7M -1,036,967 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$352M -$9.96M -231,008 -3%
Ameriprise
16
Ameriprise
Minnesota
$342M -$3.43M -79,630 -0.9%
Deutsche Bank
17
Deutsche Bank
Germany
$260M -$31.2M -723,460 -10%
Goldman Sachs
18
Goldman Sachs
New York
$238M +$125M +2,888,770 +94%
Morgan Stanley
19
Morgan Stanley
New York
$238M +$31.2M +723,515 +14%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$235M +$24.5M +567,551 +10%
Bank of America
21
Bank of America
North Carolina
$218M +$13.7M +318,336 +6%
AQR Capital Management
22
AQR Capital Management
Connecticut
$198M -$29.4M -680,886 -12%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$193M +$6.92M +160,510 +3%
Northern Trust
24
Northern Trust
Illinois
$188M -$3.27M -75,927 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$178M -$4.47M -103,548 -2%