375 hedge funds and large institutions have $2.73B invested in WD-40 in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
Holders Change %
0%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
41
Increased
132
Reduced
118
Closed
37
Calls
$1.44M
Puts
$11.3M
Net Calls
-$9.84M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Shares
Change %
GIM
201
Glenmede Investment Management
Pennsylvania
$447K +$447K +1,958 New
VA
202
Vident Advisory
Georgia
$445K -$55.9K -245 -11%
Aviva
203
Aviva
United Kingdom
$439K -$151K -661 -26%
Franklin Resources
204
Franklin Resources
California
$428K -$6.66M -29,217 -94%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$422K -$4.9K -21 -1%
AI
206
Atria Investments
North Carolina
$413K -$8.44K -37 -2%
OC
207
Oarsman Capital
Wisconsin
$405K
ACM
208
Allred Capital Management
Texas
$400K
MOACM
209
Mutual of America Capital Management
New York
$397K -$53.1K -233 -12%
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$394K +$176K +771 +81%
II
211
Inspire Investing
Idaho
$390K +$65.9K +289 +20%
CFO
212
Callan Family Office
Pennsylvania
$390K +$390K +1,710 New
ECM
213
Everence Capital Management
Indiana
$388K
JF
214
Jump Financial
Illinois
$387K -$3.04M -13,315 -89%
CWM
215
CIBC World Markets
New York
$383K -$307K -1,345 -44%
PTC
216
Petrus Trust Company
Texas
$377K +$9.81K +43 +3%
QC
217
Quantessence Capital
New York
$365K +$365K +1,600 New
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$356K
MWM
219
Meridian Wealth Management
Kentucky
$354K -$13.7K -60 -4%
State Board of Administration of Florida Retirement System
220
State Board of Administration of Florida Retirement System
Florida
$348K -$56.3K -247 -14%
SC
221
Schulhoff & Co
Ohio
$344K
KPWS
222
Kestra Private Wealth Services
Texas
$344K +$344K +1,509 New
CCA
223
Checchi Capital Advisers
California
$342K
SFA
224
Sequoia Financial Advisors
Ohio
$339K -$2.28K -10 -0.7%
PAG
225
Private Advisor Group
New Jersey
$336K -$2.05K -9 -0.6%