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 %
NAAA
276
New Age Alpha Advisors
New York
$136K +$39.5K +173 +41%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$135K +$42.1K +184 +45%
WOSD
278
WFA of San Diego
California
$131K +$131K +574 New
EPIM
279
Evelyn Partners Investment Management
$130K -$1.78M -7,801 -93%
SIC
280
Salem Investment Counselors
North Carolina
$105K
HIA
281
Harbor Investment Advisory
Maryland
$94.2K
SO
282
STRS Ohio
Ohio
$91.2K -$45.6K -200 -33%
HNB
283
Huntington National Bank
Ohio
$88.7K +$912 +4 +1%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$87K -$26.6K -117 -23%
LFG
285
Larson Financial Group
Missouri
$86.5K +$10.9K +48 +15%
MHR
286
Matthew Hamilton Rosenberg
$84.2K
PD
287
Point72 (DIFC)
United Arab Emirates
$82.7K +$82.7K +363 New
BSB
288
Bangor Savings Bank
Maine
$80.1K
NB
289
NBT Bank
New York
$79.8K
AIM
290
Anchor Investment Management
South Carolina
$79.8K
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$78K +$17.3K +76 +29%
KBC Group
292
KBC Group
Belgium
$77K -$59.4K -260 -44%
MTIC
293
Missouri Trust & Investment Company
Missouri
$68.4K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$60K -$228 -1 -0.4%
SOW
295
State of Wyoming
Wyoming
$59.8K -$69.3K -304 -54%
BTI
296
Blue Trust Inc
Georgia
$56.6K -$10.7K -47 -16%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$51.3K +$2.74K +12 +6%
AAP
298
Arax Advisory Partners
Colorado
$47.9K +$4.11K +18 +9%
MSWA
299
Marshall & Sterling Wealth Advisors
New York
$46.5K
CFFP
300
Center for Financial Planning
Michigan
$45.6K