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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
SFA
1551
Semmax Financial Advisors
North Carolina
$15.6K
VWA
1552
Valued Wealth Advisors
Utah
$15.4K +$351 +1 +2%
BL
1553
BFSG LLC
California
$15K +$5.26K +15 +54%
IHWM
1554
Iron Horse Wealth Management
Iowa
$15K +$5.26K +15 +54%
CSB
1555
City State Bank
Iowa
$14.7K
VWWMG
1556
Vermillion & White Wealth Management Group
Pennsylvania
$14.7K +$14.7K +42 New
SR
1557
Syntax Research
Florida
$13.6K
AWM
1558
Atticus Wealth Management
Florida
$13.3K
CNBTD
1559
Citizens National Bank Trust Department
Mississippi
$13.3K +$13.3K +38 New
AF
1560
Atala Financial
California
$12.9K
CWP
1561
Concord Wealth Partners
Virginia
$12.6K -$351 -1 -3%
KTC
1562
Kentucky Trust Company
Kentucky
$12.6K
PGAM
1563
Princeton Global Asset Management
New Jersey
$12.2K -$31.2K -89 -72%
MA
1564
MCF Advisors
Kentucky
$12.2K -$8.77K -25 -42%
BLC
1565
Brown, Lisle/Cummings
Rhode Island
$12.2K +$4.91K +14 +67%
HNW
1566
High Note Wealth
Minnesota
$12.2K +$5.26K +15 +75%
MSWM
1567
Mowery & Schoenfeld Wealth Management
Illinois
$12.2K +$5.26K +15 +75%
OAJ
1568
Ogorek Anthony Joseph
New York
$12K +$12.3K +35 New
GFPC
1569
Global Financial Private Client
Florida
$11.5K +$3.51K +10 +43%
NRG
1570
Nemes Rush Group
Michigan
$10.9K -$702 -2 -6%
BOJHT
1571
Bank of Jackson Hole Trust
Wyoming
$10.9K -$2.81K -8 -21%
TIM
1572
Tortoise Investment Management
New York
$10.5K -$41.4K -118 -80%
OSNBOA
1573
Old Second National Bank of Aurora
Illinois
$10.5K
NFSG
1574
Newbridge Financial Services Group
Florida
$9.47K
RF
1575
Robinswood Financial
Washington
$9.43K

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.