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382 hedge funds and large institutions have $2.28B invested in WD-40 in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 124 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

15% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $15.7M

2% more funds holding

Funds holding: 374382 (+8)

0.57% more ownership

Funds ownership: 85.12%85.68% (+0.57%)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$8.14M)

1% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 125

Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
58
Increased
124
Reduced
125
Closed
42
Calls
$18.1M
Puts
$15.7M
Net Calls
+$2.36M
Net Calls Change
-$581K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$397M +$6.03M +30,571 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$325M +$9.37M +47,528 +3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$104M -$942K -4,779 -0.9%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$104M -$5.07M -25,723 -5%
State Street
5
State Street
Massachusetts
$102M -$46.9K -238 -0%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$79.8M +$408K +2,072 +0.5%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$58.4M -$2.71M -13,757 -4%
First Trust Advisors
8
First Trust Advisors
Illinois
$57.1M +$22M +111,559 +63%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$56.4M +$453K +2,296 +0.8%
Renaissance Technologies
10
Renaissance Technologies
New York
$49.7M -$6.56M -33,293 -12%
Ameriprise
11
Ameriprise
Minnesota
$49.5M -$10.4M -52,554 -17%
GCM
12
Geneva Capital Management
Wisconsin
$46.8M -$5.17M -26,232 -10%
GFM
13
GCQ Funds Management
Australia
$43.6M +$20.6M +104,282 +89%
Morgan Stanley
14
Morgan Stanley
New York
$37.9M +$2.86M +14,525 +8%
RA
15
Royce & Associates
New York
$32.5M +$28.7M +145,517 +740%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$29.3M +$29.3M +148,759 New
Charles Schwab
17
Charles Schwab
California
$29M +$36.7K +186 +0.1%
Northern Trust
18
Northern Trust
Illinois
$28.2M -$1.26M -6,406 -4%
Invesco
19
Invesco
Georgia
$27.6M -$759K -3,853 -3%
Two Sigma Investments
20
Two Sigma Investments
New York
$25.5M -$298K -1,510 -1%
Marshall Wace
21
Marshall Wace
United Kingdom
$24.5M -$3.37M -17,106 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$23.8M +$287K +1,456 +1%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$15.9M +$4.08M +20,701 +34%
Wells Fargo
24
Wells Fargo
California
$14.8M +$914K +4,636 +7%
Raymond James Financial
25
Raymond James Financial
Florida
$14.7M -$477K -2,420 -3%

WDFC Hedge Fund Activity: Q4 2025 in Review

382 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2025, worth a combined $2.28B — up 0.36% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDFC positions and 42 closed out — a net gain of 16 holders — while 124 added to existing stakes and 125 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $29.3M. The largest seller was Millennium Management, cutting an estimated $19.2M.

  • 382 institutional investors held WD-40 (WDFC) as of Q4 2025, up from 374 in Q3 2025.
  • Funds reported $2.28B of WD-40 stock for Q4 2025, up 0.36% quarter-over-quarter.
  • 58 funds opened new WD-40 positions in Q4 2025 and 42 closed out, a net change of +16 holders.
  • The largest WD-40 buyer in Q4 2025 was Balyasny Asset Management, an estimated $29.3M added.
  • The largest WD-40 seller in Q4 2025 was Millennium Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2025.