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Sherwin-Williams

1,650 hedge funds and large institutions have $70.7B invested in Sherwin-Williams in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 605 increasing their positions, 637 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

2% more capital invested

Capital invested by funds: $69.1B → $70.7B (+$1.64B)

0% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 131

0.08% less ownership

Funds ownership: 80.64%80.55% (-0.08%)

5% less repeat investments, than reductions

Existing positions increased: 605 | Existing positions reduced: 637

2% less funds holding

Funds holding: 1,6791,650 (-29)

30% less call options, than puts

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

Holders
1,650
Holders Change
-29
Holders Change %
-1.73%
% of All Funds
22.12%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.46%
New
131
Increased
605
Reduced
637
Closed
131
Calls
$302M
Puts
$430M
Net Calls
-$127M
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1101
Sage Mountain Advisors
Georgia
$505K +$12.6K +36 +3%
DKCM
1102
Davidson Kahn Capital Management
California
$505K +$65.3K +186 +15%
MPWT
1103
MassMutual Private Wealth & Trust
Connecticut
$502K +$56.5K +161 +13%
VCM
1104
Versant Capital Management
Arizona
$502K +$106K +301 +26%
FPAS
1105
Focus Partners Advisor Solutions
Missouri
$500K -$141K -401 -22%
SN
1106
Sittner & Nelson
Oregon
$495K
WIC
1107
Wilkins Investment Counsel
Massachusetts
$489K -$35.1K -100 -7%
TA
1108
TFB Advisors
Kansas
$488K +$20K +57 +4%
MWM
1109
Modern Wealth Management
Kansas
$483K +$177K +505 +58%
HIC
1110
Holderness Investments Company
North Carolina
$482K -$1.29M -3,686 -73%
BPW
1111
Bingham Private Wealth
California
$477K +$21.8K +62 +5%
RLH
1112
RD Lewis Holdings
Florida
$475K +$52.6K +150 +13%
USCWA
1113
U.S. Capital Wealth Advisors
Texas
$473K -$32.3K -92 -6%
C
1114
Certuity
Florida
$465K -$95.1K -271 -17%
MCM
1115
Monarch Capital Management
Indiana
$465K
BFA
1116
Beaumont Financial Advisors
Massachusetts
$464K +$130K +371 +39%
ICM
1117
IMS Capital Management
Oregon
$461K +$11.6K +33 +3%
MWM
1118
Modera Wealth Management
New Jersey
$460K -$44.6K -127 -9%
HCM
1119
Howard Capital Management
Georgia
$458K -$62.5K -178 -12%
SCM
1120
Shelton Capital Management
Colorado
$457K -$9.13K -26 -2%
PL
1121
Perpetual Ltd
Australia
$455K -$37.9K -108 -8%
FBB
1122
Fulton Breakefield Broenniman
Maryland
$454K +$116K +330 +34%
EFH
1123
Eaton Financial Holdings
Florida
$452K -$105K -300 -19%
VSQM
1124
V-Square Quantitative Management
Illinois
$452K -$31.2K -89 -6%
SCM
1125
Sirios Capital Management
Massachusetts
$449K -$189K -538 -30%

SHW Hedge Fund Activity: Q1 2025 in Review

1,650 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2025, worth a combined $70.7B — up 2.4% from $69.1B a quarter earlier.

Fund positioning in SHW was balanced in Q1 2025: 131 funds opened new positions, 131 closed out, 605 added to existing stakes and 637 trimmed.

The largest buyer was DZ Bank, adding an estimated $1.23B. The largest seller was Fidelity Investments, cutting an estimated $307M.

  • 1,650 institutional investors held Sherwin-Williams (SHW) as of Q1 2025, down from 1,679 in Q4 2024.
  • Funds reported $70.7B of Sherwin-Williams stock for Q1 2025, up 2.4% quarter-over-quarter.
  • 131 funds opened new Sherwin-Williams positions in Q1 2025 and 131 closed out, a net change of 0 holders.
  • The largest Sherwin-Williams buyer in Q1 2025 was DZ Bank, an estimated $1.23B added.
  • The largest Sherwin-Williams seller in Q1 2025 was Fidelity Investments, an estimated $307M sold.

Based on aggregated 13F filings for Q1 2025.