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Sherwin-Williams

1,658 hedge funds and large institutions have $68.9B invested in Sherwin-Williams in 2024 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 581 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+28
Holders Change %
+1.72%
% of All Funds
22.07%
Holding in Top 10
32
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-30.43%
% of All Funds
0.43%
New
205
Increased
602
Reduced
581
Closed
149
Calls
$386M
Puts
$299M
Net Calls
+$86.6M
Net Calls Change
+$68M
Name Holding Trade Value Shares
Change
Shares
Change %
HC
1226
Hendley & Co
Ohio
$340K
W
1227
Wealthquest
Ohio
$340K
EWM
1228
EPG Wealth Management
Georgia
$340K
PWG
1229
Portside Wealth Group
Utah
$340K +$17K +50 +5%
IB
1230
Intrust Bank
Kansas
$338K -$19.4K -57 -5%
AWA
1231
AGH Wealth Advisors
Kansas
$333K +$333K +979 New
CAG
1232
Csenge Advisory Group
Florida
$332K -$25.5K -75 -7%
CSP
1233
Cary Street Partners
Virginia
$331K +$331K +973 New
LI
1234
LRI Investments
Florida
$330K -$98.5K -290 -23%
UHC
1235
Union Heritage Capital
Michigan
$330K
FBB
1236
Fulton Breakefield Broenniman
Maryland
$330K -$1.7K -5 -0.5%
IC
1237
Iconiq Capital
California
$329K +$91.8K +270 +39%
EWM
1238
Endowment Wealth Management
Wisconsin
$329K -$10.2K -30 -3%
VCM
1239
Virtue Capital Management
Tennessee
$328K -$56.1K -165 -15%
JWA
1240
JFS Wealth Advisors
Pennsylvania
$327K -$1.02K -3 -0.3%
MA
1241
MONECO Advisors
Connecticut
$326K +$28.5K +84 +10%
FSA
1242
Franklin Street Advisors
North Carolina
$326K -$34K -100 -9%
BFA
1243
Beaumont Financial Advisors
Massachusetts
$326K +$326K +958 New
NW
1244
Naviter Wealth
Arkansas
$325K +$325K +956 New
JJBC
1245
James J. Burns & Company
New York
$323K
TIA
1246
Tiemann Investment Advisors
California
$321K -$7.48K -22 -2%
THCM
1247
Taylor Hoffman Capital Management
Virginia
$321K
FMTC
1248
Farmers & Merchants Trust Company
California
$320K
ACGA
1249
Atlanta Consulting Group Advisors
Georgia
$318K -$27.9K -82 -8%
DWM
1250
Defined Wealth Management
Oregon
$316K +$340 +1 +0.1%