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 %
Russell Investments Group
276
Russell Investments Group
United Kingdom
$8.95K
DWMG
277
DB Wealth Management Group
California
$8.13K
LFA
278
LGT Financial Advisors
Texas
$7.72K +$7.72K +38 New
HNB
279
Huntington National Bank
Ohio
$7.11K +$203 +1 +3%
SA
280
SRH Advisors
Kansas
$6.91K
S
281
SignatureFD
Georgia
$6.3K
PFBT
282
Parkside Financial Bank & Trust
Missouri
$5.9K -$3.46K -17 -37%
FHA
283
First Horizon Advisors
Tennessee
$5.49K
IFAM
284
Institutional & Family Asset Management
Colorado
$4.88K
BIA
285
Bell Investment Advisors
California
$4.68K -$1.02K -5 -18%
KFI
286
Key Financial Inc
Pennsylvania
$4.47K
NA
287
NewEdge Advisors
Louisiana
$4.07K +$1.83K +9 +82%
BWL
288
Bogart Wealth LLC
Virginia
$3.25K
FDCC
289
Foster Dykema Cabot & Co
Massachusetts
$3K
OLVIG
290
Oliver Lagore Vanvalin Investment Group
Michigan
$2.64K +$2.64K +13 New
AAP
291
Arax Advisory Partners
Colorado
$2.24K -$1.02K -5 -31%
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$2.03K
CFGS
293
Concourse Financial Group Securities
Alabama
$2.03K
JWA
294
JFS Wealth Advisors
Pennsylvania
$1.63K +$203 +1 +14%
FFA
295
Farther Finance Advisors
California
$1.02K
SFG
296
Steward Financial Group
Texas
$1K +$1K +9 New
GWS
297
Glassman Wealth Services
Virginia
$813
PWMG
298
Prestige Wealth Management Group
New Jersey
$813
SIC
299
SJS Investment Consulting
Ohio
$610
AWM
300
Abound Wealth Management
Tennessee
$407