282 hedge funds and large institutions have $2.23B invested in WD-40 in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-10
Holders Change %
-3.42%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
88
Reduced
96
Closed
34
Calls
$8.7M
Puts
$8.7M
Net Calls
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Accel Wealth Management
Iowa
$39K -$21.5K -116 -36%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$38K +$4.73K +27 +14%
SO
228
STRS Ohio
Ohio
$35K -$35K -200 -50%
EWA
229
EverSource Wealth Advisors
Alabama
$33K +$24.3K +140 +280%
SWA
230
Sutton Wealth Advisors
Florida
$30.8K
C
231
Covestor
United Kingdom
$29K +$28.1K +160 +3,200%
SOW
232
State of Wyoming
Wyoming
$25K -$1.76K -10 -7%
WFA
233
Wipfli Financial Advisors
Wisconsin
$24K +$24K +135 New
VCM
234
Versant Capital Management
Arizona
$23K +$11.2K +63 +95%
TWM
235
Tradition Wealth Management
Minnesota
$23K +$23K +132 New
MAWCM
236
Mine & Arao Wealth Creation & Management
California
$22K
PWS
237
Paragon Wealth Strategies
Florida
$22K +$22K +124 New
EBA
238
Eagle Bay Advisors
New York
$21K
LC
239
Lindbrook Capital
California
$20K +$4.82K +27 +32%
FFA
240
Fairfield Financial Advisors
Massachusetts
$19K
FPB
241
First PREMIER Bank
South Dakota
$18K
TPCW
242
TD Private Client Wealth
New York
$16.3K
TIM
243
Tortoise Investment Management
New York
$15K
ONST
244
Old North State Trust
North Carolina
$13K +$13K +72 New
FF
245
FourThought Financial
Florida
$12K +$1.27K +7 +12%
Baillie Gifford & Co
246
Baillie Gifford & Co
United Kingdom
$12K +$1.61K +9 +16%
SC
247
Stephens Consulting
Michigan
$11.7K
BCWM
248
Bartlett & Co Wealth Management
Ohio
$10K
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$10K
BC
250
Bartlett & Co
Ohio
$10K