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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
OW
1526
Olistico Wealth
Oklahoma
$24.3K -$351 -1 -1%
GIS
1527
Grayhawk Investment Strategies
Alberta, Canada
$24.1K
AP
1528
Aspect Partners
Virginia
$23K
S
1529
Sachetta
Massachusetts
$22.7K +$1.4K +4 +7%
CWM
1530
Compass Wealth Management
Connecticut
$22K
DWM
1531
Dogwood Wealth Management
Kansas
$21.8K +$5.26K +15 +32%
AWM
1532
Abound Wealth Management
Tennessee
$21.8K -$3.51K -10 -14%
CMA
1533
Cedar Mountain Advisors
Oregon
$21.6K -$1.4K -4 -6%
AWM
1534
Activest Wealth Management
Florida
$21.6K +$21.1K +60 +3,000%
BIA
1535
Bell Investment Advisors
California
$21.3K +$351 +1 +2%
TFA
1536
Transamerica Financial Advisors
Florida
$21K -$4.52M -12,891 -100%
IWP
1537
IAG Wealth Partners
Wisconsin
$21K
PWMG
1538
Private Wealth Management Group
New Jersey
$20.6K +$1.4K +4 +7%
SC
1539
Solstein Capital
California
$20.3K
CPBTD
1540
Central Pacific Bank - Trust Division
Hawaii
$19.2K
CFFP
1541
Center for Financial Planning
Michigan
$18.9K
MWM
1542
Mascoma Wealth Management
New Hampshire
$18.9K -$64.9K -185 -77%
FP
1543
Financial Perspectives
Minnesota
$18.9K
AFG
1544
Albion Financial Group
Utah
$17.8K
WOC
1545
West Oak Capital
California
$17.7K -$135K -385 -7%
SNB
1546
Security National Bank
Nebraska
$17.5K
VNA
1547
Valley National Advisers
Pennsylvania
$17K +$12.6K +36 +257%
VWA
1548
VSM Wealth Advisory
Maryland
$16.1K
DF
1549
Dunhill Financial
United Kingdom
$15.8K +$2.11K +6 +15%
BONH
1550
Bank of New Hampshire
New Hampshire
$15.7K

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.