We are live on ! Find out more

364 hedge funds and large institutions have $3.2B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $2.74B → $3.2B (+$464M)

6% more funds holding

Funds holding: 342364 (+22)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

0.03% less ownership

Funds ownership: 92.87%92.84% (-0.03%)

51% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $32.8M

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
117
Reduced
117
Closed
20
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
226
CIM LLC
New York
$269K -$4.51K -18 -2%
CCA
227
Cobblestone Capital Advisors
New York
$266K -$84K -335 -25%
FB
228
Fulton Bank
Pennsylvania
$265K +$2.01K +8 +0.8%
RFC
229
Regions Financial Corp
Alabama
$264K -$23.8K -95 -8%
PFPT
230
Pinnacle Financial Partners (Tennessee)
Tennessee
$264K
WA
231
Wealth Alliance
New York
$261K -$251 -1 -0.1%
TRCT
232
Tower Research Capital (TRC)
New York
$261K -$543K -2,164 -68%
PTC
233
Petrus Trust Company
Texas
$260K -$11.5K -46 -4%
NA
234
NewEdge Advisors
Louisiana
$259K +$177K +704 +234%
SG Americas Securities
235
SG Americas Securities
New York
$259K -$393K -1,566 -61%
NL
236
NWAM LLC
Washington
$258K +$251K +1,002 New
SIG
237
Stonegate Investment Group
Alabama
$258K -$17.6K -70 -7%
HT
238
Headlands Technologies
Illinois
$258K +$241K +962 +2,532%
SWP
239
Stratos Wealth Partners
Ohio
$258K +$251K +1,000 New
SM
240
Sweeney & Michel
California
$258K
ECM
241
Evergreen Capital Management
Washington
$254K -$4.01K -16 -2%
KWMG
242
King Wealth Management Group
Florida
$252K
A
243
AlphaQuest
New York
$249K -$383K -1,525 -61%
FCM
244
Fourpath Capital Management
Oklahoma
$237K +$231K +920 New
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$237K -$9.53K -38 -4%
First Manhattan
246
First Manhattan
New York
$232K +$226K +900 New
WCA
247
Westover Capital Advisors
Delaware
$232K +$226K +900 New
VI
248
Versor Investments
New York
$232K +$225K +898 New
CWM
249
Congress Wealth Management
Massachusetts
$230K +$224K +892 New
X
250
Xponance
Pennsylvania
$230K +$223K +891 New

WDFC Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2024, worth a combined $3.2B — up 17% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WDFC positions and 20 closed out — a net gain of 23 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.5M. The largest seller was APG Asset Management, cutting an estimated $43.9M.

  • 364 institutional investors held WD-40 (WDFC) as of Q3 2024, up from 342 in Q2 2024.
  • Funds reported $3.2B of WD-40 stock for Q3 2024, up 17% quarter-over-quarter.
  • 43 funds opened new WD-40 positions in Q3 2024 and 20 closed out, a net change of +23 holders.
  • The largest WD-40 buyer in Q3 2024 was Ameriprise, an estimated $26.5M added.
  • The largest WD-40 seller in Q3 2024 was APG Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2024.