SHW icon

Sherwin-Williams
SHW

Overview Fund Activity

1,627 hedge funds and large institutions have $70.1B invested in Sherwin-Williams in 2025 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 650 increasing their positions, 590 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
-3
Holders Change %
-0.18%
% of All Funds
21.8%
Holding in Top 10
23
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-28.13%
% of All Funds
0.31%
New
121
Increased
650
Reduced
590
Closed
100
Calls
$309M
Puts
$257M
Net Calls
+$51.6M
Net Calls Change
+$179M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$338M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$247M
3
Capital International Investors
Capital International Investors
California
+$247M
4
Amundi
Amundi
France
+$210M
5
Bessemer Group
Bessemer Group
New Jersey
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$357M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$188M
3
AIM
Alphinity Investment Management
Australia
-$179M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$151M
5
FAM
Foxhaven Asset Management
Virginia
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1051
MV Capital Management
Maryland
$561K – – –
DIA
1052
Dana Investment Advisors
Wisconsin
$558K – – –
BWG
1053
Balanced Wealth Group
Ohio
$555K -$27.8K -84 -5%
CAI
1054
Capital Advisors Inc
Oklahoma
$553K -$82K -239 -13%
GRP
1055
Global Retirement Partners
California
$552K +$552K +1,608 New
SWM
1056
Shakespeare Wealth Management
Wisconsin
$551K – – –
CPW
1057
Cove Private Wealth
New York
$551K +$53.2K +155 +11%
RCAG
1058
Rehmann Capital Advisory Group
Michigan
$548K +$49.1K +143 +10%
MFG
1059
Magnus Financial Group
New York
$547K +$1.37K +4 +0.3%
BJL
1060
Brighton Jones LLC
Washington
$547K -$46.7K -136 -8%
KJHP
1061
K.J. Harrison & Partners
Ontario, Canada
$545K -$1.37M -3,998 -72%
RIL
1062
Rothschild Investment LLC
Illinois
$544K -$132K -385 -20%
VWM
1063
Valley Wealth Managers
New Jersey
$543K -$15.8K -46 -3%
FIB
1064
First Interstate Bank
Montana
$540K -$1.37K -4 -0.3%
MWM
1065
Modern Wealth Management
Kansas
$539K +$64.6K +188 +14%
PCP
1066
Proficio Capital Partners
Massachusetts
$539K -$1.72K -5 -0.3%
VFA
1067
Values First Advisors
Tennessee
$539K -$5.84K -17 -1%
VCM
1068
Versant Capital Management
Arizona
$536K +$41.5K +121 +8%
MPWT
1069
MassMutual Private Wealth & Trust
Connecticut
$528K +$34K +99 +7%
VIP
1070
Vista Investment Partners
Oklahoma
$527K – – –
NG
1071
Novem Group
New York
$525K -$7.55K -22 -1%
IIC
1072
Ironwood Investment Counsel
Arizona
$524K -$28.8K -84 -5%
BB
1073
Berkshire Bank
Massachusetts
$524K -$33K -96 -6%
OIS
1074
OneAscent Investment Solutions
Alabama
$523K -$50.8K -148 -9%
LP
1075
LMR Partners
United Kingdom
$523K -$144K -419 -22%
41 42
43
44 45