378 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 122 increasing their positions, 125 reducing their positions, and 43 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:

0.46% more ownership

Funds ownership: 85.12%85.58% (+0.46%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$5.35M)

2% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 125

Holders
378
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
X
251
Xponance
Pennsylvania
$212K
SFO
252
Stokes Family Office
Louisiana
$211K
SL
253
Summitry LLC
California
$211K
SWP
254
Stratos Wealth Partners
Ohio
$210K
Simplex Trading
255
Simplex Trading
Illinois
$208K
PA
256
Profund Advisors
Maryland
$205K
GI
257
GAMMA Investing
California
$204K
WA
258
Wealth Alliance
New York
$202K
Focus Partners Wealth
259
Focus Partners Wealth
Massachusetts
$200K
SAM
260
Smartleaf Asset Management
Massachusetts
$194K
BC
261
Bayforest Capital
United Kingdom
$172K
SPIA
262
Steward Partners Investment Advisory
New York
$142K
LWANC
263
Laurel Wealth Advisors (North Carolina)
North Carolina
$133K
Jones Financial Companies
264
Jones Financial Companies
Missouri
$130K
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$113K
WOSD
266
WFA of San Diego
California
$113K
EPIM
267
Evelyn Partners Investment Management
$112K
C
268
Covestor
United Kingdom
$108K
CT
269
Clearstead Trust
Maine
$96.9K
KBC Group
270
KBC Group
Belgium
$92K
GWSG
271
GPS Wealth Strategies Group
Colorado
$83.4K
HFS
272
Hantz Financial Services
Michigan
$83K
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$82.1K
VCM
274
Versant Capital Management
Arizona
$81.5K
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$78.8K