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Sherwin-Williams

1,635 hedge funds and large institutions have $69.1B invested in Sherwin-Williams in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 560 increasing their positions, 653 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $294M | Put options by funds: $234M

13% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 114

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

1% less funds holding

Funds holding: 1,6461,635 (-11)

2% less capital invested

Capital invested by funds: $70.2B → $69.1B (-$1.12B)

1.64% less ownership

Funds ownership: 81.72%80.08% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 653

Holders
1,635
Holders Change
-11
Holders Change %
-0.67%
% of All Funds
21.46%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.35%
New
129
Increased
560
Reduced
653
Closed
114
Calls
$294M
Puts
$234M
Net Calls
+$60.2M
Net Calls Change
+$8.61M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
1201
Naviter Wealth
Arkansas
$339K +$2.82K +8 +0.8%
CSP
1202
Cary Street Partners
Virginia
$338K +$4.23K +12 +1%
AWA
1203
AGH Wealth Advisors
Kansas
$337K +$3.17K +9 +0.9%
PPC
1204
Park Place Capital
Alabama
$337K -$9.87K -28 -3%
UHC
1205
Union Heritage Capital
Michigan
$336K
CD
1206
Chapin Davis
Maryland
$336K +$7.76K +22 +2%
EWM
1207
Endowment Wealth Management
Wisconsin
$336K -$3.53K -10 -1%
WAP
1208
Wealthcare Advisory Partners
Pennsylvania
$335K +$32.4K +92 +11%
CFP
1209
Catalyst Financial Partners
Massachusetts
$334K +$6.7K +19 +2%
ETC
1210
Exchange Traded Concepts
Oklahoma
$334K +$36K +102 +12%
HFS
1211
Heritage Financial Services
Massachusetts
$333K +$340K +963 New
JWA
1212
JFS Wealth Advisors
Pennsylvania
$332K
MFC
1213
Mechanics Financial Corp
Ohio
$332K -$35.3K -100 -9%
PFG
1214
Putney Financial Group
California
$329K -$8.46K -24 -2%
JJBC
1215
James J. Burns & Company
New York
$329K
WC
1216
Westerkirk Capital
$329K
LBC
1217
Lowe Brockenbrough & Co
Virginia
$329K +$335K +949 New
KFGK
1218
Keystone Financial Group (Kentucky)
Kentucky
$328K -$14.5K -41 -4%
HIA
1219
Harbor Investment Advisory
Maryland
$327K -$430K -1,220 -56%
THCM
1220
Taylor Hoffman Capital Management
Virginia
$327K
PWMG
1221
Prestige Wealth Management Group
New Jersey
$326K +$5.99K +17 +2%
ACGA
1222
Atlanta Consulting Group Advisors
Georgia
$325K +$1.76K +5 +0.5%
FMTC
1223
Farmers & Merchants Trust Company
California
$325K -$11.3K -32 -3%
AWM
1224
Aprio Wealth Management
Georgia
$324K -$19.7K -56 -6%
KCP
1225
Kera Capital Partners
California
$323K +$329K +933 New