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
SA
326
SRH Advisors
Kansas
$6.7K
QL
327
Quarry LP
New York
$6.3K
GK
328
Graney & King
New York
$6.01K
BBHC
329
Brown Brothers Harriman & Co
New York
$5.91K
BCM
330
Boreal Capital Management
Florida
$5.91K
OC
331
Oakworth Capital
Alabama
$5.32K
FHA
332
Flagship Harbor Advisors
Massachusetts
$4.53K
KFI
333
Key Financial Inc
Pennsylvania
$4.33K
IA
334
IFP Advisors
Florida
$4.33K
AssetMark Inc
335
AssetMark Inc
California
$4.13K
AS
336
Altshuler Shaham
Israel
$4.13K
HNW
337
High Note Wealth
Minnesota
$4.13K
BFS
338
Bare Financial Services
Pennsylvania
$3.94K
EF
339
Entrust Financial
Pennsylvania
$3.74K
CPG
340
Cornerstone Planning Group
New Jersey
$3.73K
NSG
341
Nalls Sherbakoff Group
Tennessee
$3.47K
KFAS
342
Keating Financial Advisory Services
Kansas
$3.35K
BWL
343
Bogart Wealth LLC
Virginia
$3.15K
W
344
WealthCollab
Washington
$2.36K
HIW
345
Holos Integrated Wealth
Pennsylvania
$2.36K
SIS
346
Sound Income Strategies
Florida
$2.25K
MAS
347
MPWM Advisory Solutions
Georgia
$2.17K
MB
348
MidFirst Bank
Oklahoma
$2.17K
AW
349
Avion Wealth
Texas
$2K
CIAS
350
CBIZ Investment Advisory Services
Ohio
$1.97K