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 %
MHR
276
Matthew Hamilton Rosenberg
$95.2K
BSB
277
Bangor Savings Bank
Maine
$90.5K
NB
278
NBT Bank
New York
$90.3K +$90.3K +350 New
BTI
279
Blue Trust Inc
Georgia
$86.3K +$19.3K +88 +29%
SPIA
280
Steward Partners Investment Advisory
New York
$85.9K +$22.2K +86 +35%
LFG
281
Larson Financial Group
Missouri
$84.2K +$3.36K +13 +4%
GI
282
GAMMA Investing
California
$83.8K +$21.7K +84 +35%
MTIC
283
Missouri Trust & Investment Company
Missouri
$77.4K
WT
284
Washington Trust
Rhode Island
$77.4K
CFM
285
Catalyst Funds Management
Australia
$77.4K +$77.4K +300 New
Canada Pension Plan Investment Board
286
Canada Pension Plan Investment Board
Ontario, Canada
$77.4K +$77.4K +300 New
PS
287
Principal Securities
Iowa
$63.2K +$1.29K +5 +2%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$58.3K -$3.87K -15 -6%
C
289
Covestor
United Kingdom
$58K +$16.9K +66 +41%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$53.4K +$6.45K +25 +14%
Jones Financial Companies
291
Jones Financial Companies
Missouri
$51.8K +$33.5K +130 +183%
CFFP
292
Center for Financial Planning
Michigan
$51.6K
WOSD
293
WFA of San Diego
California
$51.6K
TC
294
Trust Company
Kansas
$43.3K +$43.3K +168 New
GSEP
295
Golden State Equity Partners
California
$38.7K +$38.7K +150 New
DekaBank Deutsche Girozentrale
296
DekaBank Deutsche Girozentrale
Germany
$35K -$84.3K -330 -71%
EBA
297
Eagle Bay Advisors
New York
$32.6K -$2.31K -9 -7%
TCPG
298
Trivant Custom Portfolio Group
California
$29.7K
AA
299
Ancora Advisors
Ohio
$29.7K
VSQM
300
V-Square Quantitative Management
Illinois
$28.9K +$28.9K +112 New