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370 hedge funds and large institutions have $2.96B invested in WD-40 in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $9.71M | Put options by funds: $5.4M

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

2% more funds holding

Funds holding: 364370 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 122

2.64% less ownership

Funds ownership: 92.84%90.21% (-2.6%)

8% less capital invested

Capital invested by funds: $3.2B → $2.96B (-$244M)

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
119
Reduced
122
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
&Partners
Tennessee
$301K +$336K +1,263 New
CIM
227
CIM Investment Management
Pennsylvania
$301K
GWSG
228
GPS Wealth Strategies Group
Colorado
$295K -$26.4K -99 -8%
AF
229
Allworth Financial
California
$292K +$117K +440 +53%
Allianz Asset Management
230
Allianz Asset Management
Germany
$291K +$320K +1,200 New
BIM
231
Bridges Investment Management
Nebraska
$287K
HCM
232
Hollencrest Capital Management
California
$284K
CCM
233
Coldstream Capital Management
Washington
$271K -$33.3K -125 -10%
US Bancorp
234
US Bancorp
Minnesota
$268K -$39.7K -149 -12%
SFO
235
Stokes Family Office
Louisiana
$260K
VPIM
236
Vanguard Personalized Indexing Management
California
$258K +$50.6K +190 +22%
HW
237
Hamilton Wealth
California
$255K -$13.3K -50 -5%
CL
238
CIM LLC
New York
$251K -$2.4K -9 -0.9%
PWM
239
Perigon Wealth Management
California
$251K +$288K +1,083 New
PFPT
240
Pinnacle Financial Partners (Tennessee)
Tennessee
$248K
SIG
241
Stonegate Investment Group
Alabama
$248K +$5.59K +21 +2%
ACM
242
Aquatic Capital Management
Illinois
$248K +$272K +1,020 New
ECM
243
Evergreen Capital Management
Washington
$246K +$8.26K +31 +3%
PTC
244
Petrus Trust Company
Texas
$245K
NL
245
NWAM LLC
Washington
$243K
RFC
246
Regions Financial Corp
Alabama
$243K -$6.39K -24 -2%
SWP
247
Stratos Wealth Partners
Ohio
$243K
CC
248
Corton Capital
Ontario, Canada
$241K +$264K +993 New
X
249
Xponance
Pennsylvania
$239K +$24.8K +93 +10%
WA
250
Wealth Alliance
New York
$238K -$7.72K -29 -3%

WDFC Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2024, worth a combined $2.96B — down 7.6% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WDFC positions and 35 closed out — a net gain of 12 holders — while 119 added to existing stakes and 122 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was APG Asset Management, cutting an estimated $135M.

  • 370 institutional investors held WD-40 (WDFC) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $2.96B of WD-40 stock for Q4 2024, down 7.6% quarter-over-quarter.
  • 47 funds opened new WD-40 positions in Q4 2024 and 35 closed out, a net change of +12 holders.
  • The largest WD-40 buyer in Q4 2024 was Millennium Management, an estimated $28.4M added.
  • The largest WD-40 seller in Q4 2024 was APG Asset Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.