368 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, 118 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
118
Reduced
121
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
P
226
&Partners
Tennessee
$301K +$301K +1,263 New
CIM
227
CIM Investment Management
Pennsylvania
$301K
GWSG
228
GPS Wealth Strategies Group
Colorado
$295K -$24K -99 -8%
AF
229
Allworth Financial
California
$292K +$101K +440 +53%
Allianz Asset Management
230
Allianz Asset Management
Germany
$291K +$291K +1,200 New
BIM
231
Bridges Investment Management
Nebraska
$287K
HCM
232
Hollencrest Capital Management
California
$284K
CCM
233
Coldstream Capital Management
Washington
$271K -$30.3K -125 -10%
US Bancorp
234
US Bancorp
Minnesota
$268K -$36.2K -149 -12%
SFO
235
Stokes Family Office
Louisiana
$260K
VPIM
236
Vanguard Personalized Indexing Management
California
$258K +$46.1K +190 +22%
CL
237
CIM LLC
New York
$251K -$2.18K -9 -0.9%
PWM
238
Perigon Wealth Management
California
$251K +$251K +1,083 New
PFP
239
Pinnacle Financial Partners
Tennessee
$248K
SIG
240
Stonegate Investment Group
Alabama
$248K +$5.1K +21 +2%
ACM
241
Aquatic Capital Management
Illinois
$248K +$248K +1,020 New
ECM
242
Evergreen Capital Management
Washington
$246K +$7.52K +31 +3%
PTC
243
Petrus Trust Company
Texas
$245K
NL
244
NWAM LLC
Washington
$243K
RFC
245
Regions Financial Corp
Alabama
$243K -$5.82K -24 -2%
SWP
246
Stratos Wealth Partners
Ohio
$243K
CC
247
Corton Capital
Ontario, Canada
$241K +$241K +993 New
X
248
Xponance
Pennsylvania
$239K +$22.6K +93 +10%
WA
249
Wealth Alliance
New York
$238K -$7.03K -29 -3%
FB
250
Fulton Bank
Pennsylvania
$225K -$24.3K -100 -10%