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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
BFS
351
Bare Financial Services
Pennsylvania
$1.98K -$2.6K -12 -55%
HFS
352
Hughes Financial Services
Virginia
$1.78K +$1.95K +9 New
Group One Trading
353
Group One Trading
Illinois
$1.78K -$41.4K -191 -96%
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$1.78K
DWM
355
Dogwood Wealth Management
Kansas
$1.58K -$6.93K -32 -80%
JWA
356
JFS Wealth Advisors
Pennsylvania
$1.38K
RA
357
Rise Advisors
New York
$1.38K +$1.52K +7 New
SS
358
SBI Securities
Japan
$1.19K -$1.95M -9,000 -100%
JWM
359
JPL Wealth Management
Colorado
$1.19K +$1.3K +6 New
AW
360
Avion Wealth
Texas
$1K +$1.52K +7 +350%
CA
361
Crewe Advisors
Utah
$988 +$1.08K +5 New
PWMG
362
Prestige Wealth Management Group
New Jersey
$791
FFO
363
Fortitude Family Office
Arizona
$593 -$8.23K -38 -93%
TWD
364
True Wealth Design
Ohio
$593 +$650 +3 New
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$433 +$217 +1 +100%
MCM
366
Manchester Capital Management
Vermont
$396
PWMG
367
Private Wealth Management Group
New Jersey
$396
RWM
368
Rialto Wealth Management
New York
$396 +$217 +1 +100%
RIL
369
Rothschild Investment LLC
Illinois
$198 -$5.42K -25 -96%
AWM
370
Abound Wealth Management
Tennessee
$198
SIC
371
SJS Investment Consulting
Ohio
$198
HIA
372
HFM Investment Advisors
New Jersey
$198 +$217 +1 New
TPCW
373
TD Private Client Wealth
New York
$165
Norges Bank
374
Norges Bank
Norway
-$36.6M -160,300 Closed
DDC
375
DF Dent & Co
Maryland
-$14.7M -64,420 Closed

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.