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374 hedge funds and large institutions have $2.27B invested in WD-40 in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $11.8M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

2% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 126

1% less funds holding

Funds holding: 379374 (-5)

3.36% less ownership

Funds ownership: 88.47%85.12% (-3.4%)

17% less capital invested

Capital invested by funds: $2.73B → $2.27B (-$455M)

Holders
374
Holders Change
-5
Holders Change %
-1.32%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
124
Reduced
126
Closed
46
Calls
$14.7M
Puts
$11.8M
Net Calls
+$2.94M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$414K
SFA
202
Sequoia Financial Advisors
Ohio
$413K +$131K +604 +41%
RS
203
R Squared
Hong Kong
$409K +$449K +2,072 New
State Board of Administration of Florida Retirement System
204
State Board of Administration of Florida Retirement System
Florida
$395K +$103K +475 +31%
MSRPS
205
Maryland State Retirement & Pension System
Maryland
$385K -$438K -2,022 -51%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$362K +$12.1K +56 +3%
CIG
207
Cullen Investment Group
Louisiana
$362K -$47.4K -219 -11%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$360K -$184K -851 -32%
A
209
AlphaQuest
New York
$352K -$124K -572 -24%
OC
210
Oarsman Capital
Wisconsin
$351K +$867 +4 +0.2%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$350K -$156K -721 -29%
ACM
212
Allred Capital Management
Texas
$346K
GCM
213
Graham Capital Management
Connecticut
$343K +$66.9K +309 +22%
VA
214
Vident Advisory
Georgia
$340K -$50K -231 -12%
ECM
215
Everence Capital Management
Indiana
$336K
HT
216
Headlands Technologies
Illinois
$334K +$367K +1,692 New
GIM
217
Glenmede Investment Management
Pennsylvania
$327K -$65.6K -303 -15%
VPIM
218
Vanguard Personalized Indexing Management
California
$322K +$57.6K +266 +19%
VEA
219
Virtus ETF Advisers
New York
$322K
Wolverine Trading
220
Wolverine Trading
Illinois
$318K -$305K -1,409 -46%
AI
221
Atria Investments
North Carolina
$317K -$44.6K -206 -11%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$309K
MWM
223
Meridian Wealth Management
Kentucky
$306K
MOACM
224
Mutual of America Capital Management
New York
$300K -$48.5K -224 -13%
SC
225
Schulhoff & Co
Ohio
$298K

WDFC Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2025, worth a combined $2.27B — down 17% from $2.73B a quarter earlier.

Fund positioning in WDFC was balanced in Q3 2025: 46 funds opened new positions, 46 closed out, 124 added to existing stakes and 126 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $20.3M. The largest seller was Neuberger Berman Group, cutting an estimated $50.8M.

  • 374 institutional investors held WD-40 (WDFC) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $2.27B of WD-40 stock for Q3 2025, down 17% quarter-over-quarter.
  • 46 funds opened new WD-40 positions in Q3 2025 and 46 closed out, a net change of 0 holders.
  • The largest WD-40 buyer in Q3 2025 was First Trust Advisors, an estimated $20.3M added.
  • The largest WD-40 seller in Q3 2025 was Neuberger Berman Group, an estimated $50.8M sold.

Based on aggregated 13F filings for Q3 2025.