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382 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 124 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

15% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $15.7M

2% more funds holding

Funds holding: 374382 (+8)

0.57% more ownership

Funds ownership: 85.12%85.68% (+0.57%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$8.14M)

1% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 125

Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
58
Increased
124
Reduced
125
Closed
42
Calls
$18.1M
Puts
$15.7M
Net Calls
+$2.36M
Net Calls Change
-$581K
Name Holding Trade Value Shares
Change
Change in
Stake
AW
351
Avion Wealth
Texas
$2K +$394 +2 +22%
CIAS
352
CBIZ Investment Advisory Services
Ohio
$1.97K +$1.97K +10 New
TSMHT
353
Thurston Springer Miller Herd & Titak
Indiana
$1.97K +$1.97K +10 New
BIA
354
Bell Investment Advisors
California
$1.77K -$4.73K -24 -73%
JWA
355
JFS Wealth Advisors
Pennsylvania
$1.77K +$394 +2 +29%
MCM
356
Manchester Capital Management
Vermont
$1.77K +$1.38K +7 +350%
ACM
357
Aster Capital Management
United Arab Emirates
$1.77K -$70.2K -356 -98%
Optiver Holding
358
Optiver Holding
Netherlands
$1.77K -$9.07K -46 -84%
DWM
359
Dogwood Wealth Management
Kansas
$1.77K +$197 +1 +13%
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$1.57K -$197 -1 -11%
CFM
361
Cornerstone Financial Management
Massachusetts
$1.57K +$1.58K +8 New
TM
362
Torren Management
California
$1.38K +$1.38K +7 New
SS
363
SBI Securities
Japan
$1.18K
CA
364
Crewe Advisors
Utah
$985
GFA
365
Godfrey Financial Associates
New York
$985 +$986 +5 New
PWMG
366
Prestige Wealth Management Group
New Jersey
$788
AFC
367
Ares Financial Consulting
California
$788 +$788 +4 New
MAM
368
Marquette Asset Management
Minnesota
$788 +$788 +4 New
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$591 +$197 +1 +50%
PWMG
370
Private Wealth Management Group
New Jersey
$394
SIC
371
SJS Investment Consulting
Ohio
$394 +$197 +1 +100%
AW
372
Ankerstar Wealth
Texas
$394 +$394 +2 New
OC
373
Optima Capital
Oregon
$394 +$394 +2 New
TFA
374
Transamerica Financial Advisors
Florida
$394 +$394 +2 New
CA
375
Clearstead Advisors
Ohio
$197 -$5.32K -27 -96%

WDFC Hedge Fund Activity: Q4 2025 in Review

382 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2025, worth a combined $2.28B — up 0.36% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDFC positions and 42 closed out — a net gain of 16 holders — while 124 added to existing stakes and 125 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $29.3M. The largest seller was Millennium Management, cutting an estimated $19.2M.

  • 382 institutional investors held WD-40 (WDFC) as of Q4 2025, up from 374 in Q3 2025.
  • Funds reported $2.28B of WD-40 stock for Q4 2025, up 0.36% quarter-over-quarter.
  • 58 funds opened new WD-40 positions in Q4 2025 and 42 closed out, a net change of +16 holders.
  • The largest WD-40 buyer in Q4 2025 was Balyasny Asset Management, an estimated $29.3M added.
  • The largest WD-40 seller in Q4 2025 was Millennium Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2025.