380 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 123 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0.57% more ownership

Funds ownership: 85.11%85.68% (+0.57%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$8.12M)

2% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 125

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.1M
Puts
$15.7M
Net Calls
Net Calls Change

Top Sellers

1 -$19.2M
2 -$10.4M
3 -$9.57M
4
APG Asset Management
APG Asset Management
Netherlands
-$9.27M
5
Man Group
Man Group
United Kingdom
-$7.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
AXQ Capital
New Jersey
$273K
PAG
227
Private Advisor Group
New Jersey
$272K
TPI
228
Trust Point Inc
Wisconsin
$256K
RB
229
Rodgers Brothers
Pennsylvania
$256K
DS
230
DRW Securities
Illinois
$252K
P
231
&Partners
Tennessee
$247K
RHJA
232
Rice Hall James & Associates
California
$246K
KAS
233
Kestra Advisory Services
Texas
$243K
OQS
234
Occudo Quantitative Strategies
Florida
$243K
SM
235
Sweeney & Michel
California
$242K
HWM
236
Howard Wealth Management
Connecticut
$241K
CAM
237
Cozad Asset Management
Illinois
$239K
GAM
238
Gotham Asset Management
New York
$237K
VA
239
Vident Advisory
Georgia
$236K
US Bancorp
240
US Bancorp
Minnesota
$234K
BIM
241
Bridges Investment Management
Nebraska
$233K
FMWA
242
Forvis Mazars Wealth Advisors
Missouri
$233K
HCM
243
Hollencrest Capital Management
California
$231K
CIM
244
CIM Investment Management
Pennsylvania
$230K
MAS
245
Meeder Advisory Services
Ohio
$223K
AF
246
Allworth Financial
California
$221K
NL
247
NWAM LLC
Washington
$218K
AIP
248
Ameritas Investment Partners
Nebraska
$218K
JG
249
Jain Global
New York
$215K
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$214K