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.

New
Increased
Maintained
Reduced
Closed
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 %
AS
351
Altshuler Shaham
Israel
$3.88K +$3.88K +17 New
BWL
352
Bogart Wealth LLC
Virginia
$3.65K
SC
353
Stephens Consulting
Michigan
$2.74K +$1.6K +7 +140%
HIW
354
Holos Integrated Wealth
Pennsylvania
$2.63K
MAS
355
MPWM Advisory Solutions
Georgia
$2.51K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$2.05K
HFS
357
Hantz Financial Services
Michigan
$2K +$2K +7 New
QL
358
Quarry LP
New York
$1.83K +$1.83K +8 New
IA
359
IFP Advisors
Florida
$1.82K -$244
JWA
360
JFS Wealth Advisors
Pennsylvania
$1.6K -$228 -1 -13%
KIM
361
Kestra Investment Management
Texas
$1.42K +$708 +3 +100%
BCMLT
362
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.38K
PWMG
363
Prestige Wealth Management Group
New Jersey
$913
PWMG
364
Private Wealth Management Group
New Jersey
$457
MCM
365
Manchester Capital Management
Vermont
$457
BC
366
Belmont Capital
California
$456
CPG
367
Cornerstone Planning Group
New Jersey
$434 +$434 +2 New
SIC
368
SJS Investment Consulting
Ohio
$229 -$229 -1 -50%
AWM
369
Abound Wealth Management
Tennessee
$229
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$229 +$229 +1 New
RWM
371
Rialto Wealth Management
New York
$229 +$229 +1 New
NC
372
NewSquare Capital
Pennsylvania
$228 +$228 +1 New
PWM
373
Parkworth Wealth Management
California
$228 +$228 +1 New
TPCW
374
TD Private Client Wealth
New York
$190
Squarepoint
375
Squarepoint
New York
-$17.2M -70,299 Closed