378 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 122 increasing their positions, 125 reducing their positions, and 43 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:

0.46% more ownership

Funds ownership: 85.12%85.58% (+0.46%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$5.35M)

2% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 125

Holders
378
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
SFA
176
Sequoia Financial Advisors
Ohio
$537K
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$528K
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$511K
State Board of Administration of Florida Retirement System
179
State Board of Administration of Florida Retirement System
Florida
$508K
CFMC
180
Curbstone Financial Management Corp
New Hampshire
$503K
Cerity Partners
181
Cerity Partners
New York
$497K
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$495K
Aviva
183
Aviva
United Kingdom
$482K
II
184
Inspire Investing
Idaho
$466K
Baird Financial Group
185
Baird Financial Group
Wisconsin
$464K
A
186
AlphaQuest
New York
$464K
Amundi
187
Amundi
France
$458K
Franklin Resources
188
Franklin Resources
California
$446K
Truist Financial
189
Truist Financial
North Carolina
$425K
BCM
190
Buckhead Capital Management
Georgia
$421K
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$419K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$417K
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$412K
Capstone Investment Advisors
194
Capstone Investment Advisors
New York
$410K
SSA
195
Schonfeld Strategic Advisors
New York
$409K
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$398K
MAM
197
Martingale Asset Management
Massachusetts
$395K
QCG
198
Quadrant Capital Group
Ohio
$394K
MSRPS
199
Maryland State Retirement & Pension System
Maryland
$388K
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$383K