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379 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, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 119

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

0% more funds holding

Funds holding: 378379 (+1)

0.12% more ownership

Funds ownership: 88.36%88.47% (+0.12%)

6% less capital invested

Capital invested by funds: $2.92B → $2.73B (-$186M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

87% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $11.3M

Holders
379
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
4.99%
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
119
Closed
38
Calls
$1.44M
Puts
$11.3M
Net Calls
-$9.84M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$333K -$27.3K -116 -7%
MF
227
Magnetar Financial
Illinois
$329K -$61.2K -260 -15%
GCM
228
Graham Capital Management
Connecticut
$326K +$336K +1,429 New
MHIC
229
Marble Harbor Investment Counsel
Massachusetts
$319K
RA
230
Royce & Associates
New York
$319K +$82.6K +351 +34%
AIP
231
Ameritas Investment Partners
Nebraska
$314K
VPIM
232
Vanguard Personalized Indexing Management
California
$312K +$1.65K +7 +0.5%
M&T Bank
233
M&T Bank
New York
$308K +$20.9K +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 -$706 -3 -0.2%
AF
238
Allworth Financial
California
$288K +$235 +1 +0.1%
HWM
239
Howard Wealth Management
Connecticut
$279K -$5.88K -25 -2%
BIM
240
Bridges Investment Management
Nebraska
$277K
CAM
241
Cozad Asset Management
Illinois
$277K -$40.9K -174 -13%
P
242
&Partners
Tennessee
$276K +$44.5K +189 +18%
FCBT
243
First Citizens Bank & Trust
North Carolina
$276K +$285K +1,211 New
CIM
244
CIM Investment Management
Pennsylvania
$272K -$4.71K -20 -2%
GWSG
245
GPS Wealth Strategies Group
Colorado
$270K -$10.6K -45 -4%
FMWA
246
Forvis Mazars Wealth Advisors
Missouri
$270K +$278K +1,182 New
HCM
247
Hollencrest Capital Management
California
$267K
SA
248
Sanctuary Advisors
Indiana
$258K +$6.82K +29 +3%
EI
249
Ethic Inc
New York
$255K +$262K +1,114 New
BC
250
Bayforest Capital
United Kingdom
$253K -$212K -900 -45%

WDFC Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2025, worth a combined $2.73B — down 6.4% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WDFC positions and 38 closed out — a net gain of 3 holders — while 132 added to existing stakes and 119 trimmed.

The largest buyer was Millennium Management, adding an estimated $23M. The largest seller was APG Asset Management, cutting an estimated $42.9M.

  • 379 institutional investors held WD-40 (WDFC) as of Q2 2025, up from 378 in Q1 2025.
  • Funds reported $2.73B of WD-40 stock for Q2 2025, down 6.4% quarter-over-quarter.
  • 41 funds opened new WD-40 positions in Q2 2025 and 38 closed out, a net change of +3 holders.
  • The largest WD-40 buyer in Q2 2025 was Millennium Management, an estimated $23M added.
  • The largest WD-40 seller in Q2 2025 was APG Asset Management, an estimated $42.9M sold.

Based on aggregated 13F filings for Q2 2025.