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
HNB
276
Huntington National Bank
Ohio
$76.4K
GRP
277
Global Retirement Partners
California
$75.6K
MHR
278
Matthew Hamilton Rosenberg
$72.7K
AAM
279
Advisors Asset Management
Colorado
$70.7K
BSB
280
Bangor Savings Bank
Maine
$69.1K
NB
281
NBT Bank
New York
$68.9K
AIM
282
Anchor Investment Management
South Carolina
$68.9K
LFG
283
Larson Financial Group
Missouri
$63K
GAMC
284
Garner Asset Management Corp
Texas
$61K
TRCT
285
Tower Research Capital (TRC)
New York
$60.4K
MTIC
286
Missouri Trust & Investment Company
Missouri
$59.1K
AAP
287
Arax Advisory Partners
Colorado
$47.8K
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$40.8K
MSWA
289
Marshall & Sterling Wealth Advisors
New York
$40.1K
PWPS
290
Pinnacle Wealth Planning Services
Ohio
$40K
BTI
291
Blue Trust Inc
Georgia
$39.4K
HIA
292
Harbor Investment Advisory
Maryland
$39.4K
CFFP
293
Center for Financial Planning
Michigan
$39.4K
BNP Paribas Asset Management
294
BNP Paribas Asset Management
France
$39K
DekaBank Deutsche Girozentrale
295
DekaBank Deutsche Girozentrale
Germany
$34K
EWA
296
EverSource Wealth Advisors
Alabama
$33.7K
TC
297
Trust Company
Kansas
$33.1K
PA
298
Parallel Advisors
California
$32.5K
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$29.5K
HPC
300
HM Payson & Co
Maine
$28K