378 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 122 increasing their positions, 125 reducing their positions, and 43 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:

0.46% more ownership

Funds ownership: 85.12%85.58% (+0.46%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$5.35M)

2% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 125

Holders
378
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
JWA
351
JFS Wealth Advisors
Pennsylvania
$1.77K
MCM
352
Manchester Capital Management
Vermont
$1.77K
ACM
353
Aster Capital Management
United Arab Emirates
$1.77K
Optiver Holding
354
Optiver Holding
Netherlands
$1.77K
DWM
355
Dogwood Wealth Management
Kansas
$1.77K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$1.57K
CFM
357
Cornerstone Financial Management
Massachusetts
$1.57K
TM
358
Torren Management
California
$1.38K
SS
359
SBI Securities
Japan
$1.18K
CA
360
Crewe Advisors
Utah
$985
GFA
361
Godfrey Financial Associates
New York
$985
PWMG
362
Prestige Wealth Management Group
New Jersey
$788
MAM
363
Marquette Asset Management
Minnesota
$788
AFC
364
Ares Financial Consulting
California
$788
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$591
PWMG
366
Private Wealth Management Group
New Jersey
$394
SIC
367
SJS Investment Consulting
Ohio
$394
AW
368
Ankerstar Wealth
Texas
$394
OC
369
Optima Capital
Oregon
$394
TFA
370
Transamerica Financial Advisors
Florida
$394
CA
371
Clearstead Advisors
Ohio
$197
HFS
372
Hughes Financial Services
Virginia
$197
RWM
373
Rialto Wealth Management
New York
$197
AWM
374
Abound Wealth Management
Tennessee
$197
HI
375
Harbour Investments
Wisconsin
$197