356 hedge funds and large institutions have $3.17B invested in WD-40 in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+11
Holders Change %
+3.19%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
108
Reduced
121
Closed
27
Calls
$15.6M
Puts
$73.2M
Net Calls
-$57.6M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
276
Smartleaf Asset Management
Massachusetts
$79.2K +$4.25K +17 +6%
LFG
277
Larson Financial Group
Missouri
$78.6K +$253 +1 +0.3%
WT
278
Washington Trust
Rhode Island
$76K
MTIC
279
Missouri Trust & Investment Company
Missouri
$76K
Walleye Trading
280
Walleye Trading
New York
$74.2K -$567K -2,240 -88%
HNB
281
Huntington National Bank
Ohio
$71.9K +$45.8K +181 +176%
SPIA
282
Steward Partners Investment Advisory
New York
$69.7K +$6.59K +26 +10%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$64.6K +$6.33K +25 +11%
PS
284
Principal Securities
Iowa
$62.3K -$1.27K -5 -2%
C
285
Covestor
United Kingdom
$55K +$20.1K +79 +58%
CFFP
286
Center for Financial Planning
Michigan
$50.7K
GI
287
GAMMA Investing
California
$50.2K +$7.6K +30 +18%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$44.1K -$9.12K -36 -17%
AAM
289
Advisors Asset Management
Colorado
$42.6K +$42.6K +168 New
EBA
290
Eagle Bay Advisors
New York
$40.4K -$19.2K -76 -32%
PA
291
Parallel Advisors
California
$35.5K +$19.3K +76 +119%
DekaBank Deutsche Girozentrale
292
DekaBank Deutsche Girozentrale
Germany
$34K +$34K +137 New
MAWCM
293
Mine & Arao Wealth Creation & Management
California
$31.7K
TCPG
294
Trivant Custom Portfolio Group
California
$29.1K
AA
295
Ancora Advisors
Ohio
$29.1K
CIM
296
Contravisory Investment Management
Massachusetts
$25.6K +$9.88K +39 +63%
CFD
297
Creative Financial Designs
Indiana
$25.4K
IGWM
298
ICA Group Wealth Management
Colorado
$25.3K
FPB
299
First PREMIER Bank
South Dakota
$25K
Ohio Public Employees Retirement System (OPERS)
300
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.1K -$2.28K -9 -9%