We are live on ! Find out more

378 hedge funds and large institutions have $2.92B invested in WD-40 in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 127 increasing their positions, 123 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

2% more funds holding

Funds holding: 370378 (+8)

3% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 123

1% less capital invested

Capital invested by funds: $2.96B → $2.92B (-$41.9M)

1.85% less ownership

Funds ownership: 90.21%88.36% (-1.8%)

37% less call options, than puts

Call options by funds: $4.25M | Put options by funds: $6.77M

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
127
Reduced
123
Closed
31
Calls
$4.25M
Puts
$6.77M
Net Calls
-$2.53M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$527M +$8.87M +37,539 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$396M -$668K -2,826 -0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$139M +$1.1M +4,672 +0.8%
State Street
4
State Street
Massachusetts
$128M -$4.85M -20,525 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$109M +$100M +424,183 +1,768%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$96M +$1.84M +7,786 +2%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$78M +$102K +432 +0.1%
APG Asset Management
8
APG Asset Management
Netherlands
$73.2M -$184M -776,675 -71%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$71M -$25.5M -108,077 -27%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$67.8M -$3.07M -13,006 -4%
Ameriprise
11
Ameriprise
Minnesota
$65.4M -$16.2M -68,403 -20%
Renaissance Technologies
12
Renaissance Technologies
New York
$63.1M +$7.35M +31,100 +14%
GCM
13
Geneva Capital Management
Wisconsin
$60.6M +$9.25M +39,137 +19%
Morgan Stanley
14
Morgan Stanley
New York
$46.6M +$1.19M +5,048 +3%
First Trust Advisors
15
First Trust Advisors
Illinois
$43.6M -$172K -727 -0.4%
Norges Bank
16
Norges Bank
Norway
$40.5M -$13.9M -58,952 -26%
Invesco
17
Invesco
Georgia
$39.6M +$21.1M +89,120 +122%
Northern Trust
18
Northern Trust
Illinois
$38M -$1.25M -5,300 -3%
Charles Schwab
19
Charles Schwab
California
$36M -$701K -2,965 -2%
Millennium Management
20
Millennium Management
New York
$32.1M -$6.32M -26,741 -17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$30.6M -$1.08M -4,565 -4%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$23.6M +$22.8M +96,542 New
Goldman Sachs
23
Goldman Sachs
New York
$23.4M -$4.99M -21,130 -18%
Principal Financial Group
24
Principal Financial Group
Iowa
$19.9M -$7.71M -32,636 -29%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$19.8M -$445K -1,883 -2%

WDFC Hedge Fund Activity: Q1 2025 in Review

378 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2025, worth a combined $2.92B — down 1.4% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 31 closed out — a net gain of 9 holders — while 127 added to existing stakes and 123 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $100M. The largest seller was APG Asset Management, cutting an estimated $184M.

  • 378 institutional investors held WD-40 (WDFC) as of Q1 2025, up from 370 in Q4 2024.
  • Funds reported $2.92B of WD-40 stock for Q1 2025, down 1.4% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q1 2025 and 31 closed out, a net change of +9 holders.
  • The largest WD-40 buyer in Q1 2025 was AllianceBernstein, an estimated $100M added.
  • The largest WD-40 seller in Q1 2025 was APG Asset Management, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2025.