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382 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 124 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

15% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $15.7M

2% more funds holding

Funds holding: 374382 (+8)

0.57% more ownership

Funds ownership: 85.12%85.68% (+0.57%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$8.14M)

1% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 125

Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
58
Increased
124
Reduced
125
Closed
42
Calls
$18.1M
Puts
$15.7M
Net Calls
+$2.36M
Net Calls Change
-$581K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
326
Parkside Financial Bank & Trust
Missouri
$6.7K -$5.72K -29 -46%
SA
327
SRH Advisors
Kansas
$6.7K
BWA
328
Basecamp Wealth Advisors
Washington
$6.5K +$6.5K +33 New
QL
329
Quarry LP
New York
$6.3K -$18.3K -93 -74%
GK
330
Graney & King
New York
$6.01K +$197 +1 +3%
BBHC
331
Brown Brothers Harriman & Co
New York
$5.91K -$36.5K -185 -86%
BCM
332
Boreal Capital Management
Florida
$5.91K
OC
333
Oakworth Capital
Alabama
$5.32K +$5.32K +27 New
FHA
334
Flagship Harbor Advisors
Massachusetts
$4.53K +$4.53K +23 New
KFI
335
Key Financial Inc
Pennsylvania
$4.33K
IA
336
IFP Advisors
Florida
$4.33K +$788 +4 +22%
AssetMark Inc
337
AssetMark Inc
California
$4.13K -$788 -4 -16%
AS
338
Altshuler Shaham
Israel
$4.13K +$197 +1 +5%
HNW
339
High Note Wealth
Minnesota
$4.13K +$4.14K +21 New
BFS
340
Bare Financial Services
Pennsylvania
$3.94K +$1.97K +10 +100%
EF
341
Entrust Financial
Pennsylvania
$3.74K +$3.75K +19 New
CPG
342
Cornerstone Planning Group
New Jersey
$3.73K +$3.35K +17 New
NSG
343
Nalls Sherbakoff Group
Tennessee
$3.47K -$32.1K -163 -90%
KFAS
344
Keating Financial Advisory Services
Kansas
$3.35K +$3.35K +17 New
BWL
345
Bogart Wealth LLC
Virginia
$3.15K
W
346
WealthCollab
Washington
$2.36K +$2.37K +12 New
HIW
347
Holos Integrated Wealth
Pennsylvania
$2.36K
SIS
348
Sound Income Strategies
Florida
$2.25K +$2.17K +11 New
MAS
349
MPWM Advisory Solutions
Georgia
$2.17K
MB
350
MidFirst Bank
Oklahoma
$2.17K +$2.17K +11 New

WDFC Hedge Fund Activity: Q4 2025 in Review

382 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2025, worth a combined $2.28B — up 0.36% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDFC positions and 42 closed out — a net gain of 16 holders — while 124 added to existing stakes and 125 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $29.3M. The largest seller was Millennium Management, cutting an estimated $19.2M.

  • 382 institutional investors held WD-40 (WDFC) as of Q4 2025, up from 374 in Q3 2025.
  • Funds reported $2.28B of WD-40 stock for Q4 2025, up 0.36% quarter-over-quarter.
  • 58 funds opened new WD-40 positions in Q4 2025 and 42 closed out, a net change of +16 holders.
  • The largest WD-40 buyer in Q4 2025 was Balyasny Asset Management, an estimated $29.3M added.
  • The largest WD-40 seller in Q4 2025 was Millennium Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2025.