292 hedge funds and large institutions have $2.55B invested in WD-40 in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
91
Reduced
94
Closed
28
Calls
$10.2M
Puts
$12.5M
Net Calls
-$2.3M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
251
TD Private Client Wealth
New York
$18.7K
TIM
252
Tortoise Investment Management
New York
$17K
LC
253
Lindbrook Capital
California
$17K +$2.2K +11 +15%
VRM
254
Vectors Research Management
New York
$14K -$14.2K -69 -50%
SC
255
Stephens Consulting
Michigan
$13.4K
S
256
SignatureFD
Georgia
$13K -$1.2K -6 -8%
VCM
257
Versant Capital Management
Arizona
$13K
Baillie Gifford & Co
258
Baillie Gifford & Co
United Kingdom
$12K
VCM
259
Vigilant Capital Management
Maine
$12K
FF
260
FourThought Financial
Florida
$12K
PFBT
261
Parkside Financial Bank & Trust
Missouri
$12K +$3.66K +18 +44%
BCWM
262
Bartlett & Co Wealth Management
Ohio
$11.5K +$11.5K +57 New
MCC
263
Money Concepts Capital
Florida
$11K -$9.82K -50 -47%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$11K
BC
265
Bartlett & Co
Ohio
$11K +$11K +57 New
CFO
266
CVA Family Office
Colorado
$10K
EWA
267
EverSource Wealth Advisors
Alabama
$10K +$6K +30 +150%
ST
268
Smithfield Trust
Pennsylvania
$9K
CWC
269
Carolinas Wealth Consulting
North Carolina
$9K
WTA
270
Washington Trust Advisors
Massachusetts
$9K
MAM
271
Meeder Asset Management
Ohio
$8K
SA
272
SRH Advisors
Kansas
$7K
HNB
273
Huntington National Bank
Ohio
$7K +$424 +2 +6%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$7K +$5.4K +27 +338%
Jones Financial Companies
275
Jones Financial Companies
Missouri
$5K