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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
WA
401
Wealth Alliance
New York
-$225K -988 Closed
FCM
402
Fourpath Capital Management
Oklahoma
-$210K -920 Closed
HWM
403
HB Wealth Management
Georgia
-$209K -915 Closed
WCA
404
Westover Capital Advisors
Delaware
-$205K -900 Closed
GC
405
Guggenheim Capital
Illinois
-$205K -898 Closed
DADC
406
D.A. Davidson & Co
Montana
-$204K -895 Closed
Mackenzie Financial
407
Mackenzie Financial
Ontario, Canada
-$201K -880 Closed
PFS
408
Prospera Financial Services
Texas
-$201K -879 Closed
SO
409
STRS Ohio
Ohio
-$91.2K -400 Closed
VI
410
Vestcor Inc
New Brunswick, Canada
-$18K -81 Closed
TSMHT
411
Thurston Springer Miller Herd & Titak
Indiana
-$11.4K -50 Closed
AGWCA
412
Annis Gardner Whiting Capital Advisors
Florida
-$11.2K -49 Closed
TPWA
413
Twin Peaks Wealth Advisors
California
-$8.15K -37 Closed
BIG
414
Brooklyn Investment Group
New York
-$4.33K -19 Closed
SC
415
Stephens Consulting
Michigan
-$2.74K -12 Closed
BCMLT
416
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.38K -6 Closed
KIM
417
Kestra Investment Management
Texas
-$1.42K -6 Closed
CPG
418
Cornerstone Planning Group
New Jersey
-$434 -2 Closed
NC
419
NewSquare Capital
Pennsylvania
-$228 -1 Closed
CCM
420
Cloud Capital Management
Washington
+$867 +4 New

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.