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382 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 124 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

15% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $15.7M

2% more funds holding

Funds holding: 374382 (+8)

0.57% more ownership

Funds ownership: 85.12%85.68% (+0.57%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$8.14M)

1% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 125

Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
58
Increased
124
Reduced
125
Closed
42
Calls
$18.1M
Puts
$15.7M
Net Calls
+$2.36M
Net Calls Change
-$581K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$29.5K -$11.4K -58 -28%
EP
302
Essential Partners
California
$29.5K +$16.8K +85 +131%
HPC
303
HM Payson & Co
Maine
$28K
FFO
304
Fortitude Family Office
Arizona
$25K +$24.4K +124 +4,133%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$14.6K +74 +176%
S
306
SignatureFD
Georgia
$21.5K +$11.4K +58 +114%
AG
307
AmeriFlex Group
Nevada
$20.7K +$20.7K +105 New
FDW
308
Fourth Dimension Wealth
Ohio
$19.7K
Ohio Public Employees Retirement System (OPERS)
309
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.5K +$1.18K +6 +6%
MCM
310
MAI Capital Management
Ohio
$18.1K +$3.35K +17 +23%
SCM
311
Sterling Capital Management
North Carolina
$17.5K +$11K +56 +170%
FFA
312
Farther Finance Advisors
California
$15.4K +$9.86K +50 +179%
UB
313
UMB Bank
Missouri
$15.2K +$1.38K +7 +10%
AA
314
Ancora Advisors
Ohio
$14.2K
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$13.9K +$14.2K +72 New
SL
316
Salomon & Ludwin
Virginia
$13.9K +$1.77K +9 +15%
SAG
317
SageView Advisory Group
California
$12.8K +$12.8K +65 New
PWA
318
Physician Wealth Advisors
Utah
$12K +$197 +1 +2%
BCWM
319
Bartlett & Co Wealth Management
Ohio
$11.2K
PWAM
320
Private Wealth Asset Management
Iowa
$10.4K
CFO
321
CVA Family Office
Colorado
$9.85K
GSWM
322
Golden State Wealth Management
California
$9.3K
ST
323
Smithfield Trust
Pennsylvania
$9K
RFP
324
Root Financial Partners
California
$8.66K +$1.77K +9 +26%
RIL
325
Rothschild Investment LLC
Illinois
$8.47K +$8.28K +42 +4,200%

WDFC Hedge Fund Activity: Q4 2025 in Review

382 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2025, worth a combined $2.28B — up 0.36% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDFC positions and 42 closed out — a net gain of 16 holders — while 124 added to existing stakes and 125 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $29.3M. The largest seller was Millennium Management, cutting an estimated $19.2M.

  • 382 institutional investors held WD-40 (WDFC) as of Q4 2025, up from 374 in Q3 2025.
  • Funds reported $2.28B of WD-40 stock for Q4 2025, up 0.36% quarter-over-quarter.
  • 58 funds opened new WD-40 positions in Q4 2025 and 42 closed out, a net change of +16 holders.
  • The largest WD-40 buyer in Q4 2025 was Balyasny Asset Management, an estimated $29.3M added.
  • The largest WD-40 seller in Q4 2025 was Millennium Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2025.