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 %
TSS
251
Two Sigma Securities
New York
$252K +$252K +1,103 New
Cerity Partners
252
Cerity Partners
New York
$246K +$38.8K +170 +19%
X
253
Xponance
Pennsylvania
$245K +$7.98K +35 +3%
SFO
254
Stokes Family Office
Louisiana
$245K
SWP
255
Stratos Wealth Partners
Ohio
$237K -$1.83K -8 -0.8%
CCM
256
Coldstream Capital Management
Washington
$231K -$10.3K -45 -4%
SM
257
Sweeney & Michel
California
$229K
CI
258
Corient IA
Florida
$228K
SIG
259
Stonegate Investment Group
Alabama
$228K
WA
260
Wealth Alliance
New York
$225K +$456 +2 +0.2%
SRL
261
Scientech Research LLC
New Jersey
$223K +$223K +979 New
ECM
262
Evergreen Capital Management
Washington
$222K -$39.2K -172 -15%
NL
263
NWAM LLC
Washington
$214K +$213 +1 +0.1%
FCM
264
Fourpath Capital Management
Oklahoma
$210K
HWM
265
HB Wealth Management
Georgia
$209K +$209K +915 New
WCA
266
Westover Capital Advisors
Delaware
$205K -$22.8K -100 -10%
SAM
267
Smartleaf Asset Management
Massachusetts
$205K +$4.35K +19 +2%
GC
268
Guggenheim Capital
Illinois
$205K -$69.6K -305 -25%
DADC
269
D.A. Davidson & Co
Montana
$204K
PFS
270
Prospera Financial Services
Texas
$201K
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$201K
CT
272
Clearstead Trust
Maine
$179K +$1.6K +7 +0.9%
ACM
273
Aster Capital Management
United Arab Emirates
$166K +$156K +684 +1,591%
GI
274
GAMMA Investing
California
$154K +$47.2K +207 +44%
SPIA
275
Steward Partners Investment Advisory
New York
$138K +$8.45K +37 +7%