375 hedge funds and large institutions have $2.88B invested in WD-40 in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
5.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
127
Reduced
120
Closed
31
Calls
$4.25M
Puts
$6.77M
Net Calls
-$2.53M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
301
Principal Securities
Iowa
$59.5K
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$58.1K -$99K -453 -63%
PAS
303
Point72 Asia (Singapore)
Singapore
$55.1K +$30.5K +125 +124%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$52K +$3.66K +15 +8%
MSWA
305
Marshall & Sterling Wealth Advisors
New York
$49.7K
CFFP
306
Center for Financial Planning
Michigan
$48.8K
AAP
307
Arax Advisory Partners
Colorado
$46.8K -$488 -2 -1%
TC
308
Trust Company
Kansas
$41K
PA
309
Parallel Advisors
California
$38.3K +$17.3K +71 +83%
FFA
310
Farther Finance Advisors
California
$38.2K +$30.9K +126 +420%
VCM
311
Versant Capital Management
Arizona
$36.4K +$17.8K +73 +96%
TRCT
312
Tower Research Capital (TRC)
New York
$35.4K -$111K -455 -76%
DekaBank Deutsche Girozentrale
313
DekaBank Deutsche Girozentrale
Germany
$33K
VI
314
Vestcor Inc
New Brunswick, Canada
$31K -$548K -2,244 -95%
TCPG
315
Trivant Custom Portfolio Group
California
$28.1K
AA
316
Ancora Advisors
Ohio
$28.1K
VSQM
317
V-Square Quantitative Management
Illinois
$27.3K
AssetMark Inc
318
AssetMark Inc
California
$26.1K +$1.71K +7 +7%
HWM
319
Hemington Wealth Management
Virginia
$26K +$477 +2 +2%
AG
320
AmeriFlex Group
Nevada
$25.8K
FDW
321
Fourth Dimension Wealth
Ohio
$24.4K
Ohio Public Employees Retirement System (OPERS)
322
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.7K +$1.71K +7 +8%
TIM
323
Tortoise Investment Management
New York
$20.7K
TCOV
324
Trust Company of Vermont
Vermont
$18.3K
LC
325
Lindbrook Capital
California
$17.6K +$732 +3 +4%