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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$78.8K
HNB
277
Huntington National Bank
Ohio
$76.4K
GRP
278
Global Retirement Partners
California
$75.6K
MHR
279
Matthew Hamilton Rosenberg
$72.7K
AAM
280
Advisors Asset Management
Colorado
$70.7K
BSB
281
Bangor Savings Bank
Maine
$69.1K
AIM
282
Anchor Investment Management
South Carolina
$68.9K
NB
283
NBT Bank
New York
$68.9K
LFG
284
Larson Financial Group
Missouri
$63K
GAMC
285
Garner Asset Management Corp
Texas
$61K
TRCT
286
Tower Research Capital (TRC)
New York
$60.4K
MTIC
287
Missouri Trust & Investment Company
Missouri
$59.1K
CIAM
288
Caitong International Asset Management
Hong Kong
$54.7K
AAP
289
Arax Advisory Partners
Colorado
$47.8K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$40.8K
MSWA
291
Marshall & Sterling Wealth Advisors
New York
$40.1K
PWPS
292
Pinnacle Wealth Planning Services
Ohio
$40K
BTI
293
Blue Trust Inc
Georgia
$39.4K
CFFP
294
Center for Financial Planning
Michigan
$39.4K
HIA
295
Harbor Investment Advisory
Maryland
$39.4K
BNP Paribas Asset Management
296
BNP Paribas Asset Management
France
$39K
DekaBank Deutsche Girozentrale
297
DekaBank Deutsche Girozentrale
Germany
$34K
EWA
298
EverSource Wealth Advisors
Alabama
$33.7K
TC
299
Trust Company
Kansas
$33.1K
PA
300
Parallel Advisors
California
$32.5K