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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
LFG
1126
Leverty Financial Group
Wisconsin
$447K
VBCG
1127
Valley Brook Capital Group
Pennsylvania
$447K
QWP
1128
Quotient Wealth Partners
Texas
$447K +$66.3K +189 +17%
DAS
1129
Diversify Advisory Services
Utah
$446K +$196K +559 +78%
TPWA
1130
TRUE Private Wealth Advisors
Oregon
$446K +$5.62K +16 +1%
GDP
1131
Great Diamond Partners
Maine
$446K +$3.51K +10 +0.8%
VCM
1132
Virtue Capital Management
Tennessee
$442K +$106K +302 +31%
DDPIC
1133
Deroy & Devereaux Private Investment Counsel
Michigan
$441K
RP
1134
Rowlandmiller & Partners
Georgia
$439K
AMCA
1135
Arthur M. Cohen & Associates
Illinois
$438K
HFM
1136
Hartford Funds Management
Pennsylvania
$430K +$432K +1,232 New
WTFG
1137
Wells Trecaso Financial Group
Ohio
$430K
CCA
1138
Covey Capital Advisors
Georgia
$428K
BCMLT
1139
Beacon Capital Management LLC (Tennessee)
Tennessee
$427K -$8.77K -25 -2%
DFG
1140
Delta Financial Group
New Jersey
$427K +$1.75K +5 +0.4%
WG
1141
Wealth Group
North Carolina
$426K +$21.1K +60 +5%
OAM
1142
Oxford Asset Management
United Kingdom
$425K +$427K +1,217 New
RWS
1143
Resolute Wealth Strategies
Mississippi
$424K +$1.05K +3 +0.2%
IC
1144
Iconiq Capital
California
$423K +$85.6K +244 +25%
LIM
1145
Letson Investment Management
Georgia
$423K
LFA
1146
Legacy Financial Advisors
Kentucky
$423K +$5.26K +15 +1%
PFP
1147
Paragon Financial Partners
California
$422K
NHC
1148
Nicholas Hoffman & Company
Georgia
$422K +$702 +2 +0.2%
CAL
1149
Capital Advisors Ltd
Ohio
$420K -$7.72K -22 -2%
AA
1150
Alesco Advisors
New York
$419K

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.