375 hedge funds and large institutions have $2.73B invested in WD-40 in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
Holders Change %
0%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
41
Increased
132
Reduced
118
Closed
37
Calls
$1.44M
Puts
$11.3M
Net Calls
-$9.84M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$333K -$26.5K -116 -7%
MF
227
Magnetar Financial
Illinois
$329K -$59.3K -260 -15%
GCM
228
Graham Capital Management
Connecticut
$326K +$326K +1,429 New
MHIC
229
Marble Harbor Investment Counsel
Massachusetts
$319K
RA
230
Royce & Associates
New York
$319K +$80.1K +351 +34%
AIP
231
Ameritas Investment Partners
Nebraska
$314K
VPIM
232
Vanguard Personalized Indexing Management
California
$312K +$1.6K +7 +0.5%
M&T Bank
233
M&T Bank
New York
$308K +$20.3K +89 +7%
RHJA
234
Rice Hall James & Associates
California
$308K
RB
235
Rodgers Brothers
Pennsylvania
$297K
TPI
236
Trust Point Inc
Wisconsin
$297K
OAM
237
Oppenheimer Asset Management
New York
$294K -$684 -3 -0.2%
AF
238
Allworth Financial
California
$288K +$228 +1 +0.1%
HWM
239
Howard Wealth Management
Connecticut
$279K -$5.7K -25 -2%
BIM
240
Bridges Investment Management
Nebraska
$277K
CAM
241
Cozad Asset Management
Illinois
$277K -$39.7K -174 -13%
P
242
&Partners
Tennessee
$276K +$43.1K +189 +18%
FCBT
243
First Citizens Bank & Trust
North Carolina
$276K +$276K +1,211 New
CIM
244
CIM Investment Management
Pennsylvania
$272K -$4.56K -20 -2%
GWSG
245
GPS Wealth Strategies Group
Colorado
$270K -$10.3K -45 -4%
FMWA
246
Forvis Mazars Wealth Advisors
Missouri
$270K +$270K +1,182 New
HCM
247
Hollencrest Capital Management
California
$267K
EI
248
Ethic Inc
New York
$255K +$255K +1,114 New
BC
249
Bayforest Capital
United Kingdom
$253K -$205K -900 -45%
RFC
250
Regions Financial Corp
Alabama
$252K +$23.5K +103 +10%