282 hedge funds and large institutions have $2.23B invested in WD-40 in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-10
Holders Change %
-3.42%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
88
Reduced
96
Closed
34
Calls
$8.7M
Puts
$8.7M
Net Calls
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
251
Bartlett & Co
Ohio
$10K
MCC
252
Money Concepts Capital
Florida
$10K +$175 +1 +2%
CFO
253
CVA Family Office
Colorado
$9K
S
254
SignatureFD
Georgia
$8K -$2.83K -17 -26%
CWC
255
Carolinas Wealth Consulting
North Carolina
$8K
WTA
256
Washington Trust Advisors
Massachusetts
$8K
ST
257
Smithfield Trust
Pennsylvania
$7K
BBHC
258
Brown Brothers Harriman & Co
New York
$7K +$5.71K +31 +443%
PFBT
259
Parkside Financial Bank & Trust
Missouri
$6K -$4.41K -25 -42%
MAM
260
Meeder Asset Management
Ohio
$6K -$1.13K -6 -16%
SA
261
SRH Advisors
Kansas
$6K
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$6K
AA
263
AlphaMark Advisors
Kentucky
$6K +$6K +32 New
HNB
264
Huntington National Bank
Ohio
$5K -$323 -2 -6%
BIA
265
Bell Investment Advisors
California
$5K +$4.23K +22 +550%
TWA
266
TCI Wealth Advisors
Arizona
$5K +$5K +26 New
Jones Financial Companies
267
Jones Financial Companies
Missouri
$4K
IFAM
268
Institutional & Family Asset Management
Colorado
$4K
AAP
269
Arax Advisory Partners
Colorado
$4K +$200 +1 +5%
IA
270
IFP Advisors
Florida
$4K +$1.71K +6 +75%
BEI
271
Benjamin Edwards Inc
Missouri
$3K -$294K -1,469 -99%
Lazard Asset Management
272
Lazard Asset Management
New York
$3K -$27.2K -172 -90%
JWA
273
JFS Wealth Advisors
Pennsylvania
$2K -$222 -1 -10%
SC
274
Schubert & Co
Texas
$2K +$727 +4 +57%
CG
275
Cutler Group
California
$2K +$2K +16 New