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
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$383K
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$360K
CIG
203
Cullen Investment Group
Louisiana
$354K
WTC
204
WhitTier Trust Company
Nevada
$351K
OC
205
Oarsman Capital
Wisconsin
$349K
ACM
206
Allred Capital Management
Texas
$345K
GT
207
Glenmede Trust
Pennsylvania
$336K
ECM
208
Everence Capital Management
Indiana
$335K
AI
209
Atria Investments
North Carolina
$324K
VEA
210
Virtus ETF Advisers
New York
$321K
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$319K
Ensign Peak Advisors
212
Ensign Peak Advisors
Utah
$318K
JF
213
Jump Financial
Illinois
$315K
SG Americas Securities
214
SG Americas Securities
New York
$315K
RS
215
R Squared
Hong Kong
$313K
MCC
216
Malaga Cove Capital
California
$312K
MWM
217
Meridian Wealth Management
Kentucky
$311K
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$308K
MOACM
219
Mutual of America Capital Management
New York
$304K
GCM
220
Graham Capital Management
Connecticut
$302K
SC
221
Schulhoff & Co
Ohio
$297K
CCA
222
Checchi Capital Advisers
California
$295K
M&T Bank
223
M&T Bank
New York
$280K
MHIC
224
Marble Harbor Investment Counsel
Massachusetts
$276K
ECM
225
Evergreen Capital Management
Washington
$275K