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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
PCP
401
Perbak Capital Partners
United Kingdom
-$440K -2,228 Closed
KPWS
402
Kestra Private Wealth Services
Texas
-$287K -1,452 Closed
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
-$285K -1,440 Closed
I
404
InceptionR
California
-$261K -1,322 Closed
AP
405
Advisors Preferred
Maryland
-$248K -1,270 Closed
AI
406
Atom Investors
Texas
-$226K -1,146 Closed
FCBT
407
First Citizens Bank & Trust
North Carolina
-$218K -1,105 Closed
SA
408
Sanctuary Advisors
Indiana
-$206K -1,044 Closed
CCM
409
Coldstream Capital Management
Washington
-$204K -1,033 Closed
SOW
410
State of Wyoming
Wyoming
-$112K -565 Closed
ASN
411
Advisory Services Network
Georgia
-$94.1K -476 Closed
SIC
412
Salem Investment Counselors
North Carolina
-$90.9K -460 Closed
AAS
413
Ameritas Advisory Services
Nebraska
-$26.3K -133 Closed
TIM
414
Tortoise Investment Management
New York
-$19K -96 Closed
TCOV
415
Trust Company of Vermont
Vermont
-$14.8K -75 Closed
PS
416
Principal Securities
Iowa
-$8.89K -45 Closed
WANY
417
Wealthspire Advisors (New York)
New York
-$7.71K -39 Closed
MG
418
Mather Group
Illinois
-$5.14K -26 Closed
Group One Trading
419
Group One Trading
Illinois
-$1.77K -9 Closed
RA
420
Rise Advisors
New York
-$1.38K -7 Closed
JWM
421
JPL Wealth Management
Colorado
-$1.19K -6 Closed
TWD
422
True Wealth Design
Ohio
-$593 -3 Closed
HIA
423
HFM Investment Advisors
New Jersey
-$198 -1 Closed

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.