306 hedge funds and large institutions have $2.53B invested in WD-40 in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+18
Holders Change %
+6.25%
% 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
42
Increased
80
Reduced
108
Closed
22
Calls
$23.5M
Puts
$29.5M
Net Calls
-$5.98M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$50.2K
CFFP
252
Center for Financial Planning
Michigan
$40.6K -$20.3K -100 -33%
WOSD
253
WFA of San Diego
California
$40.6K
NSG
254
Nalls Sherbakoff Group
Tennessee
$35.6K +$203 +1 +0.6%
TWM
255
Tradition Wealth Management
Minnesota
$27K +$201 +1 +0.8%
MAWCM
256
Mine & Arao Wealth Creation & Management
California
$25.4K
Ohio Public Employees Retirement System (OPERS)
257
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K -$815 -4 -4%
CFD
258
Creative Financial Designs
Indiana
$20.3K +$20.3K +100 New
FPB
259
First PREMIER Bank
South Dakota
$20K
TPCW
260
TD Private Client Wealth
New York
$18.5K
CIM
261
Contravisory Investment Management
Massachusetts
$17.5K
TIM
262
Tortoise Investment Management
New York
$17.3K
FFA
263
Fairfield Financial Advisors
Massachusetts
$16.3K -$5.89K -29 -27%
C
264
Covestor
United Kingdom
$16K -$10.1K -48 -39%
OA
265
Operose Advisors
Wisconsin
$14.6K +$14.6K +72 New
LC
266
Lindbrook Capital
California
$14K -$406 -2 -3%
SC
267
Stephens Consulting
Michigan
$13.5K
BC
268
Bartlett & Co
Ohio
$12K
BCWM
269
Bartlett & Co Wealth Management
Ohio
$11.6K
HFM
270
Harvest Fund Management
China
$11K +$11K +56 New
LAS
271
LWM Advisory Services
Florida
$10.4K +$10.4K +51 New
HGERS
272
Householder Group Estate & Retirement Specialist
Arizona
$10.2K +$10.2K +50 New
VCM
273
Versant Capital Management
Arizona
$9.76K -$813 -4 -8%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$9.55K +$3.66K +18 +62%
ST
275
Smithfield Trust
Pennsylvania
$9K