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WD-40
WDFC

Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$109M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$23.6M
3
Invesco
Invesco
Georgia
$39.6M
4
Squarepoint
Squarepoint
New York
$17.2M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$13.7M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$73.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$71M
3
Ameriprise
Ameriprise
Minnesota
$65.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.24M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
351
Bell Investment Advisors
California
$4.15K -$1.22K -5 -23%
BWL
352
Bogart Wealth LLC
Virginia
$3.9K – – –
SCM
353
Sterling Capital Management
North Carolina
$3.42K – – –
HIW
354
Holos Integrated Wealth
Pennsylvania
$2.93K – – –
MAS
355
MPWM Advisory Solutions
Georgia
$2.68K – – –
BIG
356
Brooklyn Investment Group
New York
$2.44K +$2.44K +10 New
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$2.2K – – –
JWA
358
JFS Wealth Advisors
Pennsylvania
$1.95K – – –
SO
359
Sierra Ocean
California
$1.95K – – –
BCMLT
360
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48K – – –
BFS
361
Bare Financial Services
Pennsylvania
$1.22K +$1.22K +5 New
SC
362
Stephens Consulting
Michigan
$1.22K +$1.22K +5 New
PWMG
363
Prestige Wealth Management Group
New Jersey
$976 – – –
GFPC
364
Global Financial Private Client
Florida
$976 +$732 +3 +300%
KIM
365
Kestra Investment Management
Texas
$732 +$732 +3 New
FNWA
366
Financial Network Wealth Advisors
Utah
$505 +$505 +2 New
PWMG
367
Private Wealth Management Group
New Jersey
$488 – – –
SIC
368
SJS Investment Consulting
Ohio
$488 – – –
MCM
369
Manchester Capital Management
Vermont
$488 +$244 +1 +100%
BC
370
Belmont Capital
California
$488 +$488 +2 New
PCTC
371
Perkins Coie Trust Company
Washington
$488 +$488 +2 New
CA
372
CoreCap Advisors
Michigan
$488 +$488 +2 New
IA
373
IFP Advisors
Florida
$244 -$243 – –
AWM
374
Abound Wealth Management
Tennessee
$244 – – –
TPCW
375
TD Private Client Wealth
New York
$204 -$1.22K -6 -86%
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