SHW icon

Sherwin-Williams

1,631 hedge funds and large institutions have $69.2B invested in Sherwin-Williams in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 594 increasing their positions, 632 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.65% less ownership

Funds ownership: 80.47%78.82% (-1.7%)

2% less funds holding

Funds holding: 1,6591,631 (-28)

30% less call options, than puts

Call options by funds: $302M | Put options by funds: $430M

Holders
1,631
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$302M
Puts
$430M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1051
SouthState Corp
Florida
$564K
TA
1052
Tectonic Advisors
Texas
$563K
IIC
1053
Ironwood Investment Counsel
Arizona
$562K
SWM
1054
Shakespeare Wealth Management
Wisconsin
$560K
MFG
1055
Magnus Financial Group
New York
$555K
LOAMU
1056
Lombard Odier Asset Management (USA)
New York
$554K
VFA
1057
Values First Advisors
Tennessee
$552K
RIA
1058
Regal Investment Advisors
Michigan
$551K
FIB
1059
First Interstate Bank
Montana
$551K
PCP
1060
Proficio Capital Partners
Massachusetts
$550K
HR
1061
Howe & Rusling
New York
$549K
NG
1062
Novem Group
New York
$542K
HFM
1063
Harvest Fund Management
China
$540K
SAM
1064
Silvercrest Asset Management
New York
$540K
CI
1065
Conning Inc
Connecticut
$537K
SCM
1066
Sone Capital Management
New York
$537K
VIP
1067
Vista Investment Partners
Oklahoma
$536K
APP
1068
Avantax Planning Partners
Iowa
$531K
ACI
1069
Alpha Cubed Investments
California
$529K
GWMR
1070
GC Wealth Management RIA
Massachusetts
$529K
GL
1071
Graypoint LLC
New York
$528K
RTC
1072
Real Talk Capital
Tennessee
$525K
CCMG
1073
Clark Capital Management Group
Pennsylvania
$525K
SRSA
1074
S.R. Schill & Associates
Washington
$524K
IHL
1075
Investment House LLC
California
$524K