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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
BFP
1426
Briaud Financial Planning
Texas
$165K -$7.72K -22 -4%
FNWA
1427
Financial Network Wealth Advisors
Utah
$163K +$27K +77 +20%
HCP
1428
Hexagon Capital Partners
Arkansas
$160K +$1.05K +3 +0.7%
POIA
1429
Pin Oak Investment Advisors
Texas
$158K
HWM
1430
Hemington Wealth Management
Virginia
$157K +$3.86K +11 +2%
YP
1431
YANKCOM Partnership
South Dakota
$147K +$11.9K +34 +9%
SC
1432
Skylands Capital
Wisconsin
$140K
RMP
1433
Richards, Merrill & Peterson
Washington
$138K -$2.81K -8 -2%
APW
1434
Aventura Private Wealth
Florida
$133K +$16.1K +46 +14%
RAM
1435
Riggs Asset Management
Pennsylvania
$132K +$702 +2 +0.5%
PC
1436
Promus Capital
Illinois
$132K
ACM
1437
Accent Capital Management
Ohio
$123K
DFA
1438
DHJJ Financial Advisors
Illinois
$122K
RTC
1439
Riverview Trust Company
Washington
$120K -$2.11K -6 -2%
PWA
1440
Physician Wealth Advisors
Utah
$120K -$19.7K -56 -14%
BTD
1441
BankPlus Trust Department
Mississippi
$120K -$3.51K -10 -3%
OP
1442
ORG Partners
Indiana
$117K -$353K -1,005 -92%
WA
1443
WPG Advisers
Maryland
$116K -$48.4K -138 -29%
PB
1444
Pinnacle Bancorp
Nebraska
$115K
EB
1445
Eastern Bank
Massachusetts
$111K -$276K -786 -71%
PP
1446
Pacifica Partners
Canada
$111K
WT
1447
Washington Trust
Rhode Island
$110K -$14.7K -42 -12%
Citadel Advisors
1448
Citadel Advisors
Florida
$108K -$149M -424,904 -100%
TFIPS
1449
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K +$28.1K +80 +36%
DAM
1450
Delta Asset Management
Tennessee
$105K

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.