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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
CFP
1251
Catalyst Financial Partners
Massachusetts
$315K +$26K +74 +9%
BCFD
1252
Boit C.F. David
$314K
JIC
1253
Joel Isaacson & Co
New York
$313K
SWG
1254
Summit Wealth Group
Vermont
$313K +$5.26K +15 +2%
TBC
1255
Ted Buchan & Co
California
$313K
VA
1256
Valmark Advisers
Ohio
$311K
WA
1257
Wambolt & Associates
Colorado
$311K -$702 -2 -0.2%
HCM
1258
Howland Capital Management
Massachusetts
$310K -$3.86K -11 -1%
AAG
1259
Armstrong Advisory Group
Massachusetts
$310K
FSA
1260
Franklin Street Advisors
North Carolina
$309K -$26.3K -75 -8%
FFA
1261
Founders Financial Alliance
North Carolina
$308K +$310K +882 New
WAP
1262
Wealthcare Advisory Partners
Pennsylvania
$308K +$48.1K +137 +18%
PCA
1263
Pallas Capital Advisors
Massachusetts
$307K -$64.2K -183 -17%
APIM
1264
Agate Pass Investment Management
Washington
$307K
SFS
1265
Sowell Financial Services
Arkansas
$306K +$308K +878 New
WA
1266
Waterford Advisors
New York
$305K
FFG
1267
Fortem Financial Group
California
$305K -$51.6K -147 -14%
CFD
1268
Creative Financial Designs
Indiana
$304K +$33K +94 +12%
WI
1269
WBI Investments
New Jersey
$303K +$23.9K +68 +9%
MLA
1270
My Legacy Advisors
Oregon
$303K -$3.86K -11 -1%
NGA
1271
Naples Global Advisors
Florida
$302K -$21.1K -60 -6%
LWA
1272
Lineweaver Wealth Advisors
Ohio
$301K +$303K +862 New
SIC
1273
SJS Investment Consulting
Ohio
$298K +$2.81K +8 +0.9%
RWM
1274
Rockline Wealth Management
New York
$297K
CCM
1275
Crew Capital Management
Ohio
$296K +$14.4K +41 +5%

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.