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374 hedge funds and large institutions have $2.27B invested in WD-40 in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $11.8M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

2% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 126

1% less funds holding

Funds holding: 379374 (-5)

3.36% less ownership

Funds ownership: 88.47%85.12% (-3.4%)

17% less capital invested

Capital invested by funds: $2.73B → $2.27B (-$455M)

Holders
374
Holders Change
-5
Holders Change %
-1.32%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
124
Reduced
126
Closed
46
Calls
$14.7M
Puts
$11.8M
Net Calls
+$2.94M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
301
Trust Company
Kansas
$33.2K
Bessemer Group
302
Bessemer Group
New Jersey
$32K +$27.3K +126 +341%
BNP Paribas Asset Management
303
BNP Paribas Asset Management
France
$31K +$1.08K +5 +3%
HPC
304
HM Payson & Co
Maine
$28.1K +$30.8K +142 New
AAS
305
Ameritas Advisory Services
Nebraska
$26.3K
DekaBank Deutsche Girozentrale
306
DekaBank Deutsche Girozentrale
Germany
$26K
QL
307
Quarry LP
New York
$24.7K +$25.3K +117 +1,463%
GRP
308
Global Retirement Partners
California
$23.3K
PE
309
Point72 Europe
United Kingdom
$20.3K +$22.3K +103 New
VCM
310
Versant Capital Management
Arizona
$19.8K -$11.5K -53 -35%
FDW
311
Fourth Dimension Wealth
Ohio
$19.8K
HWM
312
Hemington Wealth Management
Virginia
$19K -$1.52K -7 -7%
TIM
313
Tortoise Investment Management
New York
$19K -$650 -3 -3%
Ohio Public Employees Retirement System (OPERS)
314
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4K +$867 +4 +4%
HFS
315
Hantz Financial Services
Michigan
$18K +$18.4K +85 +1,214%
CIAM
316
Caitong International Asset Management
Hong Kong
$16K -$217 -1 -1%
SL
317
Salomon & Ludwin
Virginia
$15.9K +$13.4K +62 New
MCM
318
MAI Capital Management
Ohio
$14.8K -$5.63K -26 -26%
TCOV
319
Trust Company of Vermont
Vermont
$14.8K
AA
320
Ancora Advisors
Ohio
$14.2K -$9.32K -43 -37%
UB
321
UMB Bank
Missouri
$13.8K +$1.3K +6 +9%
EP
322
Essential Partners
California
$12.8K +$13.2K +61 +1,525%
PFBT
323
Parkside Financial Bank & Trust
Missouri
$12.4K -$1.08K -5 -7%
PWA
324
Physician Wealth Advisors
Utah
$11.9K -$650 -3 -5%
BCWM
325
Bartlett & Co Wealth Management
Ohio
$11.3K

WDFC Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2025, worth a combined $2.27B — down 17% from $2.73B a quarter earlier.

Fund positioning in WDFC was balanced in Q3 2025: 46 funds opened new positions, 46 closed out, 124 added to existing stakes and 126 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $20.3M. The largest seller was Neuberger Berman Group, cutting an estimated $50.8M.

  • 374 institutional investors held WD-40 (WDFC) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $2.27B of WD-40 stock for Q3 2025, down 17% quarter-over-quarter.
  • 46 funds opened new WD-40 positions in Q3 2025 and 46 closed out, a net change of 0 holders.
  • The largest WD-40 buyer in Q3 2025 was First Trust Advisors, an estimated $20.3M added.
  • The largest WD-40 seller in Q3 2025 was Neuberger Berman Group, an estimated $50.8M sold.

Based on aggregated 13F filings for Q3 2025.