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
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$29.5K
HPC
302
HM Payson & Co
Maine
$28K
FFO
303
Fortitude Family Office
Arizona
$25K
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$22.8K
S
305
SignatureFD
Georgia
$21.5K
AG
306
AmeriFlex Group
Nevada
$20.7K
FDW
307
Fourth Dimension Wealth
Ohio
$19.7K
Ohio Public Employees Retirement System (OPERS)
308
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.5K
MCM
309
MAI Capital Management
Ohio
$18.1K
SCM
310
Sterling Capital Management
North Carolina
$17.5K
FFA
311
Farther Finance Advisors
California
$15.4K
UB
312
UMB Bank
Missouri
$15.2K
AA
313
Ancora Advisors
Ohio
$14.2K
Los Angeles Capital Management
314
Los Angeles Capital Management
California
$13.9K
SL
315
Salomon & Ludwin
Virginia
$13.9K
SAG
316
SageView Advisory Group
California
$12.8K
PWA
317
Physician Wealth Advisors
Utah
$12K
BCWM
318
Bartlett & Co Wealth Management
Ohio
$11.2K
PWAM
319
Private Wealth Asset Management
Iowa
$10.4K
CFO
320
CVA Family Office
Colorado
$9.85K
GSWM
321
Golden State Wealth Management
California
$9.3K
ST
322
Smithfield Trust
Pennsylvania
$9K
RFP
323
Root Financial Partners
California
$8.66K
RIL
324
Rothschild Investment LLC
Illinois
$8.47K
PFBT
325
Parkside Financial Bank & Trust
Missouri
$6.7K