368 hedge funds and large institutions have $2.96B invested in WD-40 in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
118
Reduced
121
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
Wolverine Trading
251
Wolverine Trading
Illinois
$224K -$103K -427 -32%
FCM
252
Fourpath Capital Management
Oklahoma
$223K
GC
253
Guggenheim Capital
Illinois
$222K -$46.4K -191 -17%
CCA
254
Cobblestone Capital Advisors
New York
$221K -$29.1K -120 -12%
WCA
255
Westover Capital Advisors
Delaware
$218K
ET
256
Entropy Technologies
New York
$218K +$218K +900 New
Mackenzie Financial
257
Mackenzie Financial
Ontario, Canada
$214K
PFS
258
Prospera Financial Services
Texas
$214K
SAM
259
Smartleaf Asset Management
Massachusetts
$212K +$85.7K +354 +68%
KWMG
260
King Wealth Management Group
Florida
$209K -$28.4K -117 -12%
Pacer Advisors
261
Pacer Advisors
Pennsylvania
$208K +$112K +460 +115%
DADC
262
D.A. Davidson & Co
Montana
$205K +$12.1K +50 +6%
NAAA
263
New Age Alpha Advisors
New York
$193K +$193K +797 New
CT
264
Clearstead Trust
Maine
$189K
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$172K -$47.7K -200 -22%
LWANC
266
Laurel Wealth Advisors (North Carolina)
North Carolina
$167K
Lazard Asset Management
267
Lazard Asset Management
New York
$167K -$1.37M -5,659 -89%
Jones Financial Companies
268
Jones Financial Companies
Missouri
$157K +$109K +447 +222%
TRCT
269
Tower Research Capital (TRC)
New York
$146K -$99.7K -411 -41%
RS
270
R Squared
Hong Kong
$141K +$141K +580 New
SPIA
271
Steward Partners Investment Advisory
New York
$137K +$56.6K +233 +70%
KBC Group
272
KBC Group
Belgium
$133K +$25K +103 +23%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$132K +$77.4K +319 +141%
SO
274
STRS Ohio
Ohio
$121K -$24.3K -100 -17%
QCG
275
Quadrant Capital Group
Ohio
$120K +$5.1K +21 +4%