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380 hedge funds and large institutions have $2.43B invested in WD-40 in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $9.81M | Put options by funds: $7.91M

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$147M)

2.79% more ownership

Funds ownership: 85.68%88.48% (+2.8%)

9% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 119

1% less funds holding

Funds holding: 382380 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
380
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
130
Reduced
119
Closed
39
Calls
$9.81M
Puts
$7.91M
Net Calls
+$1.9M
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$412M +$855K +3,831 +0.2%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$212M +$232M +1,038,139 New
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$129M +$23.8M +106,808 +20%
VCM
4
Vanguard Capital Management
Pennsylvania
$124M +$135M +605,654 New
State Street
5
State Street
Massachusetts
$107M +$1.48M +6,627 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$92.5M -$13.3M -59,423 -11%
First Trust Advisors
7
First Trust Advisors
Illinois
$83.9M +$27.1M +121,358 +42%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$83.1M +$526K +2,354 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$62.2M +$25.1M +112,295 +58%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$60M +$1.76M +7,886 +3%
GCM
11
Geneva Capital Management
Wisconsin
$57.6M +$9.95M +44,545 +19%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$56.4M +$59.7M +267,166 +2,874%
Ameriprise
13
Ameriprise
Minnesota
$50.1M -$1.31M -5,860 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$41.5M -$10.9M -48,792 -19%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$38.8M -$23.8M -106,647 -36%
RA
16
Royce & Associates
New York
$36.9M +$3.5M +15,660 +9%
Charles Schwab
17
Charles Schwab
California
$31.1M +$1.11M +4,980 +3%
Northern Trust
18
Northern Trust
Illinois
$29.9M +$741K +3,319 +2%
Two Sigma Investments
19
Two Sigma Investments
New York
$24.8M -$1.66M -7,451 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$24.2M -$499K -2,236 -2%
Marshall Wace
21
Marshall Wace
United Kingdom
$24.1M -$1.34M -6,022 -5%
OAM
22
Ophir Asset Management
Australia
$21.6M +$23.6M +105,755 New
Nordea Investment Management
23
Nordea Investment Management
Sweden
$20.6M +$22.5M +100,932 New
Barclays
24
Barclays
United Kingdom
$20.1M +$6.98M +31,267 +47%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$19.1M +$20.9M +93,779 New