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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
HHAA
1151
Henry H. Armstrong Associates
Pennsylvania
$419K
SW
1152
SteelPeak Wealth
California
$419K -$663K -1,890 -61%
ACM
1153
Armbruster Capital Management
New York
$417K
LFAS
1154
Level Four Advisory Services
Texas
$415K +$44.9K +128 +12%
CT
1155
Colonial Trust
South Carolina
$413K +$34.4K +98 +9%
IA
1156
Integrity Alliance
Iowa
$412K +$414K +1,180 New
CIA
1157
Capital Investment Advisors
Georgia
$412K +$155K +443 +60%
MWM
1158
Meridian Wealth Management
Kentucky
$412K -$4.21K -12 -1%
OWP
1159
ORG Wealth Partners
Texas
$411K -$439K -1,251 -52%
UCB
1160
United Community Bank
South Carolina
$409K -$3.51K -10 -0.8%
CWMK
1161
Caliber Wealth Management (Kansas)
Kansas
$407K +$409K +1,165 New
QL
1162
Quarry LP
New York
$404K +$406K +1,157 New
SWM
1163
SeaCrest Wealth Management
New York
$404K -$19K -54 -4%
JSW
1164
Journey Strategic Wealth
New Jersey
$402K -$163K -465 -29%
SC
1165
Scholtz & Company
Connecticut
$402K -$105K -300 -21%
JGUA
1166
John G. Ullman & Associates
New York
$402K
PPWP
1167
Premier Path Wealth Partners
New Jersey
$400K +$6.67K +19 +2%
Fisher Asset Management
1168
Fisher Asset Management
Washington
$400K -$2.31M -6,571 -85%
CAS
1169
Coppell Advisory Solutions
Texas
$398K -$1.4K -4 -0.3%
Los Angeles Capital Management
1170
Los Angeles Capital Management
California
$397K -$13.7K -39 -3%
TNBTD
1171
Trustmark National Bank Trust Department
Mississippi
$397K +$17.9K +51 +5%
NG
1172
Norden Group
Utah
$397K +$23.9K +68 +6%
LC
1173
Lindbrook Capital
California
$397K +$74.4K +212 +23%
MCWS
1174
McKinley Carter Wealth Services
West Virginia
$394K +$171K +487 +76%
HIC
1175
Harvey Investment Company
Kentucky
$393K

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.