307 hedge funds and large institutions have $2.99B invested in WD-40 in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-10
Holders Change %
-3.15%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
100
Reduced
84
Closed
41
Calls
$14.7M
Puts
$14.6M
Net Calls
+$134K
Net Calls Change
+$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
251
Sutton Wealth Advisors
Florida
$49.7K +$734 +3 +2%
JFGIW
252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K
PA
253
Parallel Advisors
California
$39K +$8.29K +34 +27%
MAWCM
254
Mine & Arao Wealth Creation & Management
California
$37K +$12.3K +50 +50%
AIC
255
Archer Investment Corporation
Indiana
$35.5K
EBA
256
Eagle Bay Advisors
New York
$28K
FAG
257
Fortitude Advisory Group
Washington
$26K +$26K +107 New
SCA
258
Snowden Capital Advisors
New York
$23K +$23K +95 New
TPCW
259
TD Private Client Wealth
New York
$22.8K +$489 +2 +2%
TIM
260
Tortoise Investment Management
New York
$21K
ONST
261
Old North State Trust
North Carolina
$18K
LC
262
Lindbrook Capital
California
$18K +$1.22K +5 +7%
SC
263
Stephens Consulting
Michigan
$16.3K +$16.3K +67 New
TWA
264
TCI Wealth Advisors
Arizona
$16K -$727 -3 -4%
CWS
265
Confluence Wealth Services
Pennsylvania
$16K +$16K +68 New
Baillie Gifford & Co
266
Baillie Gifford & Co
United Kingdom
$14K
VCM
267
Vigilant Capital Management
Maine
$14K
FF
268
FourThought Financial
Florida
$14K +$1.42K +6 +11%
SWM
269
Spire Wealth Management
Virginia
$14K +$14K +58 New
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$13K
VCM
271
Versant Capital Management
Arizona
$12K
CFO
272
CVA Family Office
Colorado
$12K
CWC
273
Carolinas Wealth Consulting
North Carolina
$12K +$750 +3 +7%
WTA
274
Washington Trust Advisors
Massachusetts
$12K +$12K +48 New
S
275
SignatureFD
Georgia
$11K +$1.54K +6 +16%