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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
IA
1201
Intellus Advisors
Florida
$367K
AA
1202
ALPS Advisors
Colorado
$367K +$369K +1,050 New
BT
1203
Banque Transatlantique
France
$366K -$8.77K -25 -2%
AA
1204
Addison Advisors
Vermont
$365K
VVP
1205
Venture Visionary Partners
Ohio
$365K -$99K -282 -21%
OIS
1206
Okabena Investment Services
Minnesota
$362K +$40.7K +116 +13%
NAS
1207
Nicolet Advisory Services
Wisconsin
$362K +$11.6K +33 +3%
TWA
1208
Tandem Wealth Advisors
Arizona
$360K +$49.8K +142 +16%
FCBT
1209
First Citizens Bank & Trust
North Carolina
$359K +$361K +1,029 New
MEG
1210
Millstone Evans Group
Colorado
$356K
LWM
1211
Liberty Wealth Management
California
$352K +$702 +2 +0.2%
EWM
1212
Endowment Wealth Management
Wisconsin
$351K +$14K +40 +4%
W
1213
Wealthquest
Ohio
$351K +$1.75K +5 +0.5%
SAM
1214
Shell Asset Management
Netherlands
$350K -$14.4K -41 -4%
BM
1215
Belfer Management
New York
$350K +$5.97K +17 +2%
DAM
1216
Deltec Asset Management
New York
$349K -$1.05M -3,000 -75%
EWM
1217
EPG Wealth Management
Georgia
$349K
AWA
1218
AmeriServ Wealth Advisors
Pennsylvania
$347K -$67.4K -192 -16%
PWG
1219
Portside Wealth Group
Utah
$347K -$2.11K -6 -0.6%
LAM
1220
L2 Asset Management
Massachusetts
$346K +$32.6K +93 +10%
TNB
1221
Thomasville National Bank
Georgia
$345K +$66.3K +189 +24%
CB
1222
Cadence Bank
Mississippi
$342K +$34K +97 +11%
LI
1223
LRI Investments
Florida
$339K
UHC
1224
Union Heritage Capital
Michigan
$339K
JWA
1225
JFS Wealth Advisors
Pennsylvania
$336K

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.