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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
WTA
1451
Washington Trust Advisors
Massachusetts
$102K
CPG
1452
Cornerstone Planning Group
New Jersey
$96.8K +$33.7K +96 +49%
TH
1453
TCTC Holdings
Texas
$95.5K +$351 +1 +0.4%
TCOV
1454
Trust Company of Vermont
Vermont
$92.9K -$141K -403 -60%
FDW
1455
Fourth Dimension Wealth
Ohio
$91.1K +$19.3K +55 +27%
CWC
1456
Carolinas Wealth Consulting
North Carolina
$90.5K
WB
1457
Webster Bank
Connecticut
$87.3K
Group One Trading
1458
Group One Trading
Illinois
$87.3K +$87.7K +250 New
KFI
1459
Key Financial Inc
Pennsylvania
$86.6K +$702 +2 +0.8%
GBT
1460
Grove Bank & Trust
Florida
$84.5K +$3.51K +10 +4%
CM
1461
Capula Management
Cayman Islands
$83.1K +$83.5K +238 New
NEWAS
1462
N.E.W. Advisory Services
Wisconsin
$82.6K +$83.2K +237 New
AGWCA
1463
Annis Gardner Whiting Capital Advisors
Florida
$82.4K -$3.16K -9 -4%
AC
1464
AlphaCore Capital
California
$80.7K +$81.1K +231 New
WF
1465
Wayfinding Financial
Washington
$80K +$80.7K +230 New
DIP
1466
DT Investment Partners
Pennsylvania
$70.9K
OC
1467
Oakworth Capital
Alabama
$70.9K
ATC
1468
Adirondack Trust Company
New York
$70.2K
AIC
1469
Archer Investment Corporation
Indiana
$68.6K
DJSG
1470
D.J. St. Germain
Massachusetts
$64.9K +$65.3K +186 New
FFO
1471
Fortitude Family Office
Arizona
$64.3K -$14.4K -41 -18%
MIM
1472
Manitou Investment Management
Ontario, Canada
$63.2K
C
1473
Covestor
United Kingdom
$61K +$351 +1 +0.6%
AG
1474
AmeriFlex Group
Nevada
$60.4K +$60.7K +173 New
DWA
1475
Dougherty Wealth Advisers
Minnesota
$59K

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.