363 hedge funds and large institutions have $3.14B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
43
Increased
116
Reduced
117
Closed
21
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
226
Cobblestone Capital Advisors
New York
$266K -$86.4K -335 -25%
FB
227
Fulton Bank
Pennsylvania
$265K +$2.06K +8 +0.8%
RFC
228
Regions Financial Corp
Alabama
$264K -$24.5K -95 -8%
PFP
229
Pinnacle Financial Partners
Tennessee
$264K
WA
230
Wealth Alliance
New York
$261K -$258 -1 -0.1%
TRCT
231
Tower Research Capital (TRC)
New York
$261K -$558K -2,164 -68%
PTC
232
Petrus Trust Company
Texas
$260K -$11.9K -46 -4%
NA
233
NewEdge Advisors
Louisiana
$259K +$182K +704 +234%
SG Americas Securities
234
SG Americas Securities
New York
$259K -$404K -1,566 -61%
NL
235
NWAM LLC
Washington
$258K +$258K +1,002 New
SIG
236
Stonegate Investment Group
Alabama
$258K -$18.1K -70 -7%
HT
237
Headlands Technologies
Illinois
$258K +$248K +962 +2,532%
SWP
238
Stratos Wealth Partners
Ohio
$258K +$258K +1,000 New
SM
239
Sweeney & Michel
California
$258K
ECM
240
Evergreen Capital Management
Washington
$254K -$4.13K -16 -2%
KWMG
241
King Wealth Management Group
Florida
$252K
A
242
AlphaQuest
New York
$249K -$393K -1,525 -61%
FCM
243
Fourpath Capital Management
Oklahoma
$237K +$237K +920 New
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$237K -$9.8K -38 -4%
First Manhattan
245
First Manhattan
New York
$232K +$232K +900 New
WCA
246
Westover Capital Advisors
Delaware
$232K +$232K +900 New
VI
247
Versor Investments
New York
$232K +$232K +898 New
CWM
248
Congress Wealth Management
Massachusetts
$230K +$230K +892 New
X
249
Xponance
Pennsylvania
$230K +$230K +891 New
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$227K +$227K +880 New