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374 hedge funds and large institutions have $2.27B invested in WD-40 in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $11.8M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

2% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 126

1% less funds holding

Funds holding: 379374 (-5)

3.36% less ownership

Funds ownership: 88.47%85.12% (-3.4%)

17% less capital invested

Capital invested by funds: $2.73B → $2.27B (-$455M)

Holders
374
Holders Change
-5
Holders Change %
-1.32%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
124
Reduced
126
Closed
46
Calls
$14.7M
Puts
$11.8M
Net Calls
+$2.94M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
326
Optiver Holding
Netherlands
$10.9K +$6.72K +31 +129%
PWAM
327
Private Wealth Asset Management
Iowa
$10.5K
S
328
SignatureFD
Georgia
$10.1K +$867 +4 +9%
CFO
329
CVA Family Office
Colorado
$9.88K -$433 -2 -4%
GSWM
330
Golden State Wealth Management
California
$9.29K
ST
331
Smithfield Trust
Pennsylvania
$9K
PS
332
Principal Securities
Iowa
$8.89K +$1.52K +7 +18%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$8.3K -$3.9K -18 -30%
WANY
334
Wealthspire Advisors (New York)
New York
$7.71K +$8.45K +39 New
RFP
335
Root Financial Partners
California
$6.92K +$7.58K +35 New
SA
336
SRH Advisors
Kansas
$6.72K
BIA
337
Bell Investment Advisors
California
$6.52K
SCM
338
Sterling Capital Management
North Carolina
$6.52K
GK
339
Graney & King
New York
$6K
BCM
340
Boreal Capital Management
Florida
$5.93K +$6.5K +30 New
FFA
341
Farther Finance Advisors
California
$5.53K -$28.4K -131 -82%
CA
342
Clearstead Advisors
Ohio
$5.53K -$6.93K -32 -53%
MG
343
Mather Group
Illinois
$5.14K +$5.63K +26 New
AssetMark Inc
344
AssetMark Inc
California
$4.94K -$22.5K -104 -81%
KFI
345
Key Financial Inc
Pennsylvania
$4.3K
AS
346
Altshuler Shaham
Israel
$3.95K +$650 +3 +18%
IA
347
IFP Advisors
Florida
$3.56K +$3.9K +18 New
BWL
348
Bogart Wealth LLC
Virginia
$3.16K
HIW
349
Holos Integrated Wealth
Pennsylvania
$2.31K
MAS
350
MPWM Advisory Solutions
Georgia
$2.17K

WDFC Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2025, worth a combined $2.27B — down 17% from $2.73B a quarter earlier.

Fund positioning in WDFC was balanced in Q3 2025: 46 funds opened new positions, 46 closed out, 124 added to existing stakes and 126 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $20.3M. The largest seller was Neuberger Berman Group, cutting an estimated $50.8M.

  • 374 institutional investors held WD-40 (WDFC) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $2.27B of WD-40 stock for Q3 2025, down 17% quarter-over-quarter.
  • 46 funds opened new WD-40 positions in Q3 2025 and 46 closed out, a net change of 0 holders.
  • The largest WD-40 buyer in Q3 2025 was First Trust Advisors, an estimated $20.3M added.
  • The largest WD-40 seller in Q3 2025 was Neuberger Berman Group, an estimated $50.8M sold.

Based on aggregated 13F filings for Q3 2025.