378 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, 129 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

9% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 118

1% less funds holding

Funds holding: 381378 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.81M
Puts
$7.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$719K
YIH
152
Y-Intercept (HK)
Hong Kong
$717K
PBC
153
Pavion Blue Capital
California
$714K
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$712K
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$685K
MCC
156
Malaga Cove Capital
California
$684K
VIA
157
Vanguard Investments Australia
Australia
$682K
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$680K
DAC
159
Dividend Assets Capital
South Carolina
$669K
VPIM
160
Vanguard Personalized Indexing Management
California
$659K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$652K
BEI
162
Benjamin Edwards Inc
Missouri
$648K
CTC
163
Central Trust Company
Missouri
$639K
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$638K
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$637K
GC
166
Guidance Capital
Kentucky
$635K
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$633K
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$633K
KK
169
KLP Kapitalforvaltning
Norway
$612K
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$605K
PAI
171
Pittenger & Anderson Inc
Nebraska
$602K
SFA
172
Sequoia Financial Advisors
Ohio
$578K
IMC Chicago
173
IMC Chicago
Illinois
$572K
PHWM
174
Palatine Hill Wealth Management
Michigan
$571K
TCM
175
TD Capital Management
Tennessee
$570K