375 hedge funds and large institutions have $2.88B invested in WD-40 in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
5.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
127
Reduced
120
Closed
31
Calls
$4.25M
Puts
$6.77M
Net Calls
-$2.53M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
226
Ameritas Investment Partners
Nebraska
$336K -$11.5K -47 -3%
VPIM
227
Vanguard Personalized Indexing Management
California
$332K +$72.5K +297 +28%
RHJA
228
Rice Hall James & Associates
California
$329K
TPI
229
Trust Point Inc
Wisconsin
$317K
RB
230
Rodgers Brothers
Pennsylvania
$317K
Allianz Asset Management
231
Allianz Asset Management
Germany
$317K +$24.4K +100 +8%
OAM
232
Oppenheimer Asset Management
New York
$316K -$29.3K -120 -8%
XT
233
XTX Topco
Cayman Islands
$313K +$313K +1,282 New
M&T Bank
234
M&T Bank
New York
$307K -$245K -1,007 -44%
HWM
235
Howard Wealth Management
Connecticut
$305K
GWSG
236
GPS Wealth Strategies Group
Colorado
$300K +$3.42K +14 +1%
BIM
237
Bridges Investment Management
Nebraska
$297K +$8.3K +34 +3%
CIM
238
CIM Investment Management
Pennsylvania
$295K -$7.08K -29 -2%
GC
239
Guggenheim Capital
Illinois
$294K +$70K +287 +31%
HCM
240
Hollencrest Capital Management
California
$286K
AF
241
Allworth Financial
California
$283K -$898 -4 -0.3%
ECM
242
Evergreen Capital Management
Washington
$280K +$32.2K +132 +13%
SFO
243
Stokes Family Office
Louisiana
$262K
CCM
244
Coldstream Capital Management
Washington
$258K -$14.9K -61 -5%
SWP
245
Stratos Wealth Partners
Ohio
$256K +$11.7K +48 +5%
RA
246
Royce & Associates
New York
$255K -$188K -771 -42%
I
247
InceptionR
California
$254K +$254K +1,040 New
X
248
Xponance
Pennsylvania
$253K +$12.9K +53 +5%
QCM
249
Quantinno Capital Management
New York
$252K +$252K +1,034 New
PFP
250
Pinnacle Financial Partners
Tennessee
$249K