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 %
P
251
&Partners
Tennessee
$247K -$58.3K -241 -19%
BA
252
Bridgewater Associates
Connecticut
$245K -$353K -1,447 -59%
NL
253
NWAM LLC
Washington
$244K
SIG
254
Stonegate Investment Group
Alabama
$244K -$5.12K -21 -2%
RFC
255
Regions Financial Corp
Alabama
$244K
WCA
256
Westover Capital Advisors
Delaware
$244K +$24.4K +100 +11%
CI
257
Corient IA
Florida
$244K +$244K +1,000 New
WA
258
Wealth Alliance
New York
$240K +$732 +3 +0.3%
PFM
259
Premier Fund Managers
United Kingdom
$240K -$228K -945 -49%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$233K +$233K +955 New
CC
261
Corton Capital
Ontario, Canada
$232K -$10.2K -42 -4%
CL
262
CIM LLC
New York
$227K -$24.9K -102 -10%
DTL
263
Dynamic Technology Lab
Singapore
$227K -$369K -1,513 -62%
CAU
264
Caxton Associates (UK)
$225K +$225K +923 New
FCM
265
Fourpath Capital Management
Oklahoma
$224K
SM
266
Sweeney & Michel
California
$224K +$224K +1,025 New
Cerity Partners
267
Cerity Partners
New York
$222K -$129K -528 -37%
DADC
268
D.A. Davidson & Co
Montana
$218K +$12.2K +50 +6%
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$215K
PFS
270
Prospera Financial Services
Texas
$215K
SAM
271
Smartleaf Asset Management
Massachusetts
$212K +$484 +2 +0.2%
USAA
272
United Services Automobile Association
Texas
$211K +$211K +872 New
Lazard Asset Management
273
Lazard Asset Management
New York
$204K +$36.7K +152 +22%
KWMG
274
King Wealth Management Group
Florida
$203K -$7.08K -29 -3%
CT
275
Clearstead Trust
Maine
$190K