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
TCM
176
TD Capital Management
Tennessee
$550K
SFA
177
Sequoia Financial Advisors
Ohio
$537K
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$528K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$511K
State Board of Administration of Florida Retirement System
180
State Board of Administration of Florida Retirement System
Florida
$508K
CFMC
181
Curbstone Financial Management Corp
New Hampshire
$503K
Cerity Partners
182
Cerity Partners
New York
$497K
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$495K
Aviva
184
Aviva
United Kingdom
$482K
II
185
Inspire Investing
Idaho
$466K
Baird Financial Group
186
Baird Financial Group
Wisconsin
$464K
A
187
AlphaQuest
New York
$464K
Amundi
188
Amundi
France
$458K
Franklin Resources
189
Franklin Resources
California
$446K
Truist Financial
190
Truist Financial
North Carolina
$425K
BCM
191
Buckhead Capital Management
Georgia
$421K
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$419K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$417K
Pictet Asset Management
194
Pictet Asset Management
Switzerland
$412K
Capstone Investment Advisors
195
Capstone Investment Advisors
New York
$410K
SSA
196
Schonfeld Strategic Advisors
New York
$409K
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$398K
MAM
198
Martingale Asset Management
Massachusetts
$395K
QCG
199
Quadrant Capital Group
Ohio
$394K
MSRPS
200
Maryland State Retirement & Pension System
Maryland
$388K