We are live on ! Find out more

370 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, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $9.71M | Put options by funds: $5.4M

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

2% more funds holding

Funds holding: 364370 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 122

2.64% less ownership

Funds ownership: 92.84%90.21% (-2.6%)

8% less capital invested

Capital invested by funds: $3.2B → $2.96B (-$244M)

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
119
Reduced
122
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
FB
251
Fulton Bank
Pennsylvania
$225K -$26.6K -100 -10%
Wolverine Trading
252
Wolverine Trading
Illinois
$224K -$114K -427 -32%
FCM
253
Fourpath Capital Management
Oklahoma
$223K
GC
254
Guggenheim Capital
Illinois
$222K -$50.9K -191 -17%
CCA
255
Cobblestone Capital Advisors
New York
$221K -$32K -120 -12%
WCA
256
Westover Capital Advisors
Delaware
$218K
ET
257
Entropy Technologies
New York
$218K +$240K +900 New
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$214K
PFS
259
Prospera Financial Services
Texas
$214K
SAM
260
Smartleaf Asset Management
Massachusetts
$212K +$94.3K +354 +68%
KWMG
261
King Wealth Management Group
Florida
$209K -$31.2K -117 -12%
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$208K +$123K +460 +115%
DADC
263
D.A. Davidson & Co
Montana
$205K +$13.3K +50 +6%
NAAA
264
New Age Alpha Advisors
New York
$193K +$212K +797 New
CT
265
Clearstead Trust
Maine
$189K
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$172K -$53.3K -200 -22%
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$167K
Lazard Asset Management
268
Lazard Asset Management
New York
$167K -$1.51M -5,659 -89%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$157K +$119K +447 +222%
TRCT
270
Tower Research Capital (TRC)
New York
$146K -$109K -411 -41%
RS
271
R Squared
Hong Kong
$141K +$154K +580 New
EPIM
272
Evelyn Partners Investment Management
$138K +$152K +570 New
SPIA
273
Steward Partners Investment Advisory
New York
$137K +$62.1K +233 +70%
KBC Group
274
KBC Group
Belgium
$133K +$27.4K +103 +23%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$132K +$85K +319 +141%

WDFC Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2024, worth a combined $2.96B — down 7.6% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WDFC positions and 35 closed out — a net gain of 12 holders — while 119 added to existing stakes and 122 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was APG Asset Management, cutting an estimated $135M.

  • 370 institutional investors held WD-40 (WDFC) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $2.96B of WD-40 stock for Q4 2024, down 7.6% quarter-over-quarter.
  • 47 funds opened new WD-40 positions in Q4 2024 and 35 closed out, a net change of +12 holders.
  • The largest WD-40 buyer in Q4 2024 was Millennium Management, an estimated $28.4M added.
  • The largest WD-40 seller in Q4 2024 was APG Asset Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.