375 hedge funds and large institutions have $2.73B invested in WD-40 in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
375
Holders Change
Holders Change %
0%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
41
Increased
132
Reduced
118
Closed
37
Calls
$1.44M
Puts
$11.3M
Net Calls
-$9.84M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$13.7K +$4.33K +19 +46%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$13K
PWAM
328
Private Wealth Asset Management
Iowa
$12.1K
CFO
329
CVA Family Office
Colorado
$11.9K
TSMHT
330
Thurston Springer Miller Herd & Titak
Indiana
$11.4K
AGWCA
331
Annis Gardner Whiting Capital Advisors
Florida
$11.2K +$11.2K +49 New
S
332
SignatureFD
Georgia
$10.7K -$1.37K -6 -11%
GSWM
333
Golden State Wealth Management
California
$10.7K
ST
334
Smithfield Trust
Pennsylvania
$10K
BBHC
335
Brown Brothers Harriman & Co
New York
$9.81K
FFO
336
Fortitude Family Office
Arizona
$9.35K +$9.35K +41 New
DWM
337
Dogwood Wealth Management
Kansas
$9.19K +$9.19K +40 New
PS
338
Principal Securities
Iowa
$8.67K -$47.2K -207 -84%
FHA
339
First Horizon Advisors
Tennessee
$8.21K
TPWA
340
Twin Peaks Wealth Advisors
California
$8.15K +$8.15K +37 New
Bessemer Group
341
Bessemer Group
New Jersey
$8K +$2.6K +12 +48%
SA
342
SRH Advisors
Kansas
$7.76K
BIA
343
Bell Investment Advisors
California
$7.53K +$3.65K +16 +94%
SCM
344
Sterling Capital Management
North Carolina
$7.53K +$4.33K +19 +136%
GK
345
Graney & King
New York
$6.9K
RIL
346
Rothschild Investment LLC
Illinois
$5.93K +$456 +2 +8%
Optiver Holding
347
Optiver Holding
Netherlands
$5.47K
KFI
348
Key Financial Inc
Pennsylvania
$5.02K
BFS
349
Bare Financial Services
Pennsylvania
$5.02K +$3.88K +17 +340%
BIG
350
Brooklyn Investment Group
New York
$4.33K +$2.05K +9 +90%