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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
BFG
1376
Beacon Financial Group
Texas
$227K +$1.4K +4 +0.6%
AIM
1377
Aspen Investment Management
Michigan
$227K -$35.1K -100 -13%
LS
1378
Leelyn Smith
Illinois
$226K
BGC
1379
Beutel, Goodman & Co
Ontario, Canada
$226K +$228K +650 New
KP
1380
Kitching Partners
Pennsylvania
$226K +$227K +647 New
FHC
1381
First Heartland Consultants
Missouri
$224K +$74.8K +213 +50%
Bank Julius Baer & Co
1382
Bank Julius Baer & Co
Switzerland
$223K +$21.4K +61 +11%
PI
1383
PFG Investments
New York
$223K -$153K -435 -41%
MGCM
1384
Mane Global Capital Management
New York
$223K
OPPS
1385
Obsidian Personal Planning Solutions
Maryland
$223K
RPWA
1386
Regent Peak Wealth Advisors
Georgia
$222K -$2.46K -7 -1%
HL
1387
HeadInvest LLC
Maine
$220K
BFG
1388
Bouchey Financial Group
New York
$220K +$2.46K +7 +1%
WFA
1389
WMG Financial Advisors
Tennessee
$219K +$702 +2 +0.3%
FWA
1390
Flagship Wealth Advisors
Massachusetts
$218K
JWWM
1391
Johnson & White Wealth Management
Pennsylvania
$218K +$1.75K +5 +0.8%
PFBT
1392
Parkside Financial Bank & Trust
Missouri
$216K +$22.8K +65 +12%
IC
1393
Inscription Capital
Texas
$216K +$218K +621 New
AFC
1394
AFT Forsyth & Company
Florida
$215K
SAG
1395
SageView Advisory Group
California
$215K -$35.4K -101 -14%
OL
1396
OneFund LLC
Florida
$214K
KA
1397
Kovack Advisors
Florida
$213K -$79K -225 -27%
GFP
1398
Gryphon Financial Partners
Ohio
$213K +$2.11K +6 +1%
EWM
1399
Evermay Wealth Management
Virginia
$211K
FNT
1400
First National Trust
Pennsylvania
$211K -$702 -2 -0.3%

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.