We are live on ! Find out more
SHW icon

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
CP
1751
Castleview Partners
Texas
-$58K -174 Closed
SC
1752
Stance Capital
Massachusetts
-$34.7K -102 Closed
RCM
1753
Raleigh Capital Management
North Carolina
-$34.2K -100 Closed
NWM
1754
Nova Wealth Management
Florida
-$30.6K -90 Closed
LDB
1755
Lee, Danner & Bass
Tennessee
-$27.9K -82 Closed
PSFG
1756
Park Square Financial Group
Georgia
-$26.5K -78 Closed
PCWA
1757
Pacific Capital Wealth Advisors
California
-$17.3K -51 Closed
BSB
1758
Bangor Savings Bank
Maine
-$17K -50 Closed
CJL
1759
Cyrus J. Lawrence
New York
-$15K -45 Closed
EBA
1760
Eagle Bay Advisors
New York
-$15K -44 Closed
PFT
1761
Providence First Trust
Arizona
-$15K -44 Closed
CPL
1762
Capital & Planning LLC
Georgia
-$10.9K -32 Closed
CIA
1763
Cape Investment Advisory
Georgia
-$9.52K -28 Closed
WWA
1764
Wingate Wealth Advisors
Massachusetts
-$8.16K -24 Closed
TPW
1765
Talon Private Wealth
Florida
-$7.82K -23 Closed
FIA
1766
FPC Investment Advisory
California
-$7.16K -20 Closed
HWA
1767
Heritage Wealth Advisors
Virginia
-$6.8K -20 Closed
HWM
1768
HighMark Wealth Management
Minnesota
-$6.46K -19 Closed
DWA
1769
Delos Wealth Advisors
Texas
-$6.12K -18 Closed
RFG
1770
REAP Financial Group
Texas
-$5.84K -17 Closed
NWWA
1771
New Wave Wealth Advisors
Arkansas
-$5.44K -16 Closed
PMFA
1772
Plante Moran Financial Advisors
Michigan
-$4.42K -13 Closed
AS
1773
Altshuler Shaham
Israel
-$3.74K -11 Closed
RI
1774
Ridgewood Investments
New Jersey
-$3.06K -9 Closed
FC
1775
Family CFO
California
-$2.38K -7 Closed

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.