375 hedge funds and large institutions have $2.88B invested in WD-40 in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
5.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
127
Reduced
120
Closed
31
Calls
$4.25M
Puts
$6.77M
Net Calls
-$2.53M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Shares
Change %
PHK
326
Point72 Hong Kong
Hong Kong
$16.4K +$16.4K +67 New
PFBT
327
Parkside Financial Bank & Trust
Missouri
$16.1K +$8.05K +33 +100%
UB
328
UMB Bank
Missouri
$14.9K +$7.08K +29 +91%
CA
329
Clearstead Advisors
Ohio
$14.6K
PWA
330
Physician Wealth Advisors
Utah
$14.4K +$732 +3 +5%
BCWM
331
Bartlett & Co Wealth Management
Ohio
$13.9K
S
332
SignatureFD
Georgia
$12.9K +$2.68K +11 +26%
PWAM
333
Private Wealth Asset Management
Iowa
$12.9K +$12.9K +53 New
CFO
334
CVA Family Office
Colorado
$12.7K
EWA
335
EverSource Wealth Advisors
Alabama
$12.4K +$4.88K +20 +65%
TSMHT
336
Thurston Springer Miller Herd & Titak
Indiana
$12.2K +$12.2K +50 New
GSWM
337
Golden State Wealth Management
California
$11.5K
BBHC
338
Brown Brothers Harriman & Co
New York
$10.5K
ACM
339
Aster Capital Management
United Arab Emirates
$10.3K -$317K -1,329 -97%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$10K +$3.66K +15 +58%
ST
341
Smithfield Trust
Pennsylvania
$10K
FHA
342
First Horizon Advisors
Tennessee
$8.78K +$2.2K +9 +33%
SA
343
SRH Advisors
Kansas
$8.3K
GK
344
Graney & King
New York
$7.35K +$7.35K +30 New
MG
345
Mather Group
Illinois
$6.34K
Bessemer Group
346
Bessemer Group
New Jersey
$6K -$8.64K -36 -59%
RIL
347
Rothschild Investment LLC
Illinois
$5.86K +$3.42K +14 +140%
Optiver Holding
348
Optiver Holding
Netherlands
$5.86K +$5.86K +24 New
KFI
349
Key Financial Inc
Pennsylvania
$5.37K
HCP
350
Hexagon Capital Partners
Arkansas
$5.12K +$2.44K +10 +91%