363 hedge funds and large institutions have $3.14B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
43
Increased
116
Reduced
117
Closed
21
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
251
Prospera Financial Services
Texas
$227K +$227K +879 New
VPIM
252
Vanguard Personalized Indexing Management
California
$225K +$225K +872 New
IWM
253
IHT Wealth Management
Illinois
$225K +$225K +872 New
AF
254
Allworth Financial
California
$212K -$6.19K -24 -3%
TFG
255
Taylor Financial Group
Virginia
$206K +$206K +800 New
PP
256
Paloma Partners
Connecticut
$206K +$206K +800 New
DADC
257
D.A. Davidson & Co
Montana
$205K +$205K +795 New
CT
258
Clearstead Trust
Maine
$200K -$57.5K -223 -22%
PD
259
Point72 (DIFC)
United Arab Emirates
$182K +$182K +704 New
NC
260
nVerses Capital
Florida
$181K +$25.8K +100 +17%
LWANC
261
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K
SO
262
STRS Ohio
Ohio
$155K -$129K -500 -45%
Allspring Global Investments
263
Allspring Global Investments
North Carolina
$139K +$1.55K +6 +1%
SAM
264
Smartleaf Asset Management
Massachusetts
$134K +$28.3K +110 +27%
QCG
265
Quadrant Capital Group
Ohio
$122K +$774 +3 +0.6%
PAS
266
Point72 Asia (Singapore)
Singapore
$122K +$53.6K +208 +78%
SIC
267
Salem Investment Counselors
North Carolina
$119K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$117K -$2.85K -11 -2%
KBC Group
269
KBC Group
Belgium
$115K +$25.6K +99 +29%
Acadian Asset Management
270
Acadian Asset Management
Massachusetts
$112K +$54K +211 +93%
SOW
271
State of Wyoming
Wyoming
$111K -$105K -406 -49%
HNB
272
Huntington National Bank
Ohio
$108K -$258 -1 -0.2%
HIA
273
Harbor Investment Advisory
Maryland
$107K
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$103K +$42.6K +165 +71%
AAM
275
Advisors Asset Management
Colorado
$103K -$2.32K -9 -2%