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
FFO
301
Fortitude Family Office
Arizona
$25K
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$22.8K
S
303
SignatureFD
Georgia
$21.5K
AG
304
AmeriFlex Group
Nevada
$20.7K
FDW
305
Fourth Dimension Wealth
Ohio
$19.7K
Ohio Public Employees Retirement System (OPERS)
306
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.5K
MCM
307
MAI Capital Management
Ohio
$18.1K
SCM
308
Sterling Capital Management
North Carolina
$17.5K
FFA
309
Farther Finance Advisors
California
$15.4K
UB
310
UMB Bank
Missouri
$15.2K
AA
311
Ancora Advisors
Ohio
$14.2K
Los Angeles Capital Management
312
Los Angeles Capital Management
California
$13.9K
SL
313
Salomon & Ludwin
Virginia
$13.9K
SAG
314
SageView Advisory Group
California
$12.8K
PWA
315
Physician Wealth Advisors
Utah
$12K
BCWM
316
Bartlett & Co Wealth Management
Ohio
$11.2K
PWAM
317
Private Wealth Asset Management
Iowa
$10.4K
CFO
318
CVA Family Office
Colorado
$9.85K
GSWM
319
Golden State Wealth Management
California
$9.3K
ST
320
Smithfield Trust
Pennsylvania
$9K
RFP
321
Root Financial Partners
California
$8.66K
RIL
322
Rothschild Investment LLC
Illinois
$8.47K
CIAM
323
Caitong International Asset Management
Hong Kong
$7.88K
PFBT
324
Parkside Financial Bank & Trust
Missouri
$6.7K
SA
325
SRH Advisors
Kansas
$6.7K