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380 hedge funds and large institutions have $2.43B invested in WD-40 in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $9.81M | Put options by funds: $7.91M

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$147M)

2.79% more ownership

Funds ownership: 85.68%88.48% (+2.8%)

9% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 119

1% less funds holding

Funds holding: 382380 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
380
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
130
Reduced
119
Closed
39
Calls
$9.81M
Puts
$7.91M
Net Calls
+$1.9M
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$17.6M +$3.72M +16,671 +24%
N
27
Nuveen
North Carolina
$17.6M +$11.3M +50,777 +144%
Jane Street
28
Jane Street
New York
$16.4M +$10.1M +45,202 +129%
Principal Financial Group
29
Principal Financial Group
Iowa
$15.3M +$2.29M +10,265 +16%
Raymond James Financial
30
Raymond James Financial
Florida
$14.8M -$284K -1,272 -2%
AQR Capital Management
31
AQR Capital Management
Connecticut
$14.4M +$3.2M +14,348 +26%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$13.8M -$2.91M -13,048 -16%
Millennium Management
33
Millennium Management
New York
$13.5M +$3.79M +16,969 +34%
Invesco
34
Invesco
Georgia
$13.2M -$16.8M -75,416 -54%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$13M -$507K -2,270 -3%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$12.3M +$689K +3,086 +5%
Citadel Advisors
37
Citadel Advisors
Florida
$11.6M +$11.2M +49,942 +717%
Wells Fargo
38
Wells Fargo
California
$11.5M -$4.19M -18,750 -25%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$11.5M +$12.6M +56,334 +8,510%
UBS Group
40
UBS Group
Switzerland
$10.2M +$2.02M +9,035 +22%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.84M +$313K +1,400 +3%
Bank of America
42
Bank of America
North Carolina
$8.75M +$1.56M +7,002 +20%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$8.73M +$1.71M +7,649 +22%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$8.47M +$182K +813 +2%
GI
45
GAMCO Investors
Connecticut
$7.65M -$71.5K -320 -0.8%
UBS AM
46
UBS AM
Illinois
$7.64M +$1.17M +5,228 +16%
JP Morgan Chase
47
JP Morgan Chase
New York
$7.6M +$2.52M +11,283 +43%
DI
48
DRH Investments
California
$7.55M +$24.6K +110 +0.3%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$7.46M -$3.93M -17,584 -32%
Squarepoint
50
Squarepoint
New York
$7.29M -$4.32M -19,366 -35%