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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
CAG
1276
Csenge Advisory Group
Florida
$295K -$31.6K -90 -9%
VDI
1277
Vaughan David Investments
Illinois
$295K
WPWM
1278
Windward Private Wealth Management
Kansas
$294K -$78.6K -224 -21%
AWE
1279
Avidian Wealth Enterprises
Texas
$294K +$73.7K +210 +33%
LWM
1280
LongView Wealth Management
Georgia
$293K -$16.5K -47 -5%
LSA
1281
Leonteq Securities AG
Switzerland
$289K +$91.6K +261 +46%
CWG
1282
Crown Wealth Group
North Carolina
$289K -$25.3K -72 -8%
AWM
1283
Aries Wealth Management
Maine
$289K
CWA
1284
CogentBlue Wealth Advisors
Tennessee
$289K +$26K +74 +10%
PWA
1285
Provenance Wealth Advisors
Florida
$288K -$242K -690 -46%
SWM
1286
Stockman Wealth Management
Montana
$288K
PCM
1287
Penserra Capital Management
California
$286K -$241K -688 -46%
FBT
1288
First Bankers Trust
Kentucky
$285K
SAM
1289
Secure Asset Management
Michigan
$282K -$31.9K -91 -10%
KWA
1290
Kingswood Wealth Advisors
California
$282K +$1.05K +3 +0.4%
UW
1291
Unique Wealth
Florida
$282K -$26.3K -75 -9%
ICP
1292
Interchange Capital Partners
Pennsylvania
$281K -$18.6K -53 -6%
AFT
1293
Alpha Family Trust
California
$281K
ARC
1294
Advisor Resource Council
Texas
$281K +$286K +815 New
XT
1295
XTX Topco
Cayman Islands
$281K -$2.71M -7,719 -91%
FCP
1296
Fidelis Capital Partners
Florida
$281K -$157K -447 -35%
SAI
1297
Savvy Advisors Inc
New York
$280K +$282K +803 New
CIG
1298
Cullen Investment Group
Louisiana
$280K
IA
1299
Inspire Advisors
Idaho
$280K -$7.72K -22 -3%
BCM
1300
Becker Capital Management
Oregon
$279K +$3.86K +11 +1%

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.