Smurfit Westrock
640 hedge funds and large institutions have $23.2B invested in Smurfit Westrock in 2026 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 268 increasing their positions, 194 reducing their positions, and 70 closing their positions.
428% more call options, than puts
Call options by funds: $84.3M | Put options by funds: $16M
47% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 70
38% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 194
23% more capital invested
Capital invested by funds: $19B → $23.2B (+$4.27B)
5.1% more ownership
Funds ownership: 90.86% → 95.95% (+5.1%)
4% more funds holding
Funds holding: 616 → 640 (+24)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSAM
Trinity Street Asset Management
London,
United Kingdom
|
+$217M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$151M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$124M |
| 4 |
State Street
Boston,
Massachusetts
|
+$116M |
| 5 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$326M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$222M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$107M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$92.5M |
| 5 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$62.9M |
SW Hedge Fund Activity: Q2 2026 in Review
640 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Smurfit Westrock (SW) for Q2 2026, worth a combined $23.2B — up 23% from $19B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SW positions and 70 closed out — a net gain of 33 holders — while 268 added to existing stakes and 194 trimmed.
The largest buyer was Trinity Street Asset Management, opening a new position worth an estimated $217M. The largest seller was Orbis Allan Gray, cutting an estimated $326M.
- 640 institutional investors held Smurfit Westrock (SW) as of Q2 2026, up from 616 in Q1 2026.
- Funds reported $23.2B of Smurfit Westrock stock for Q2 2026, up 23% quarter-over-quarter.
- 103 funds opened new Smurfit Westrock positions in Q2 2026 and 70 closed out, a net change of +33 holders.
- The largest Smurfit Westrock buyer in Q2 2026 was Trinity Street Asset Management, an estimated $217M added.
- The largest Smurfit Westrock seller in Q2 2026 was Orbis Allan Gray, an estimated $326M sold.
Based on aggregated 13F filings for Q2 2026.