380 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 123 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

0.57% more ownership

Funds ownership: 85.11%85.68% (+0.57%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$8.12M)

2% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 125

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.1M
Puts
$15.7M
Net Calls
Net Calls Change

Top Sellers

1 -$19.2M
2 -$10.4M
3 -$9.57M
4
APG Asset Management
APG Asset Management
Netherlands
-$9.27M
5
Man Group
Man Group
United Kingdom
-$7.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$709K
LCM
152
Laurion Capital Management
New York
$703K
PBC
153
Pavion Blue Capital
California
$689K
RG
154
Rathbones Group
United Kingdom
$667K
HighTower Advisors
155
HighTower Advisors
Illinois
$662K
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$662K
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$659K
Neuberger Berman Group
158
Neuberger Berman Group
New York
$654K
MIM
159
Morningstar Investment Management
Illinois
$652K
HSBC Holdings
160
HSBC Holdings
United Kingdom
$637K
BEI
161
Benjamin Edwards Inc
Missouri
$628K
WT
162
Whittier Trust
California
$623K
CTC
163
Central Trust Company
Missouri
$616K
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$616K
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$601K
HI
166
Horizon Investments
North Carolina
$594K
IC
167
IEQ Capital
California
$587K
PAI
168
Pittenger & Anderson Inc
Nebraska
$581K
DTL
169
Dynamic Technology Lab
Singapore
$577K
KK
170
KLP Kapitalforvaltning
Norway
$571K
VPIM
171
Vanguard Personalized Indexing Management
California
$555K
GC
172
Guidance Capital
Kentucky
$555K
NA
173
NewEdge Advisors
Louisiana
$554K
PHWM
174
Palatine Hill Wealth Management
Michigan
$551K
TSS
175
Two Sigma Securities
New York
$551K