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
CIAS
351
CBIZ Investment Advisory Services
Ohio
$1.97K
BIA
352
Bell Investment Advisors
California
$1.77K
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.77K
MCM
354
Manchester Capital Management
Vermont
$1.77K
ACM
355
Aster Capital Management
United Arab Emirates
$1.77K
Optiver Holding
356
Optiver Holding
Netherlands
$1.77K
DWM
357
Dogwood Wealth Management
Kansas
$1.77K
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$1.57K
CFM
359
Cornerstone Financial Management
Massachusetts
$1.57K
TM
360
Torren Management
California
$1.38K
SS
361
SBI Securities
Japan
$1.18K
CA
362
Crewe Advisors
Utah
$985
GFA
363
Godfrey Financial Associates
New York
$985
PWMG
364
Prestige Wealth Management Group
New Jersey
$788
MAM
365
Marquette Asset Management
Minnesota
$788
AFC
366
Ares Financial Consulting
California
$788
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$591
PWMG
368
Private Wealth Management Group
New Jersey
$394
SIC
369
SJS Investment Consulting
Ohio
$394
AW
370
Ankerstar Wealth
Texas
$394
OC
371
Optima Capital
Oregon
$394
TFA
372
Transamerica Financial Advisors
Florida
$394
CA
373
Clearstead Advisors
Ohio
$197
HFS
374
Hughes Financial Services
Virginia
$197
RWM
375
Rialto Wealth Management
New York
$197