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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
SO
276
STRS Ohio
Ohio
$121K -$26.6K -100 -17%
QCG
277
Quadrant Capital Group
Ohio
$120K +$5.59K +21 +4%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$114K +$4.79K +18 +4%
SOW
279
State of Wyoming
Wyoming
$112K +$9.06K +34 +8%
SIC
280
Salem Investment Counselors
North Carolina
$112K
CIAM
281
Caitong International Asset Management
Hong Kong
$108K +$119K +446 New
HNB
282
Huntington National Bank
Ohio
$108K +$6.92K +26 +6%
HIA
283
Harbor Investment Advisory
Maryland
$100K
GI
284
GAMMA Investing
California
$97.1K +$20K +75 +23%
AAM
285
Advisors Asset Management
Colorado
$95.9K -$799 -3 -0.8%
MHR
286
Matthew Hamilton Rosenberg
$89.5K
BSB
287
Bangor Savings Bank
Maine
$85.2K
NB
288
NBT Bank
New York
$84.9K
AIM
289
Anchor Investment Management
South Carolina
$84.9K +$90.6K +340 +3,400%
LFG
290
Larson Financial Group
Missouri
$77K -$2.4K -9 -3%
MTIC
291
Missouri Trust & Investment Company
Missouri
$72.8K
WT
292
Washington Trust
Rhode Island
$72.8K
PD
293
Point72 (DIFC)
United Arab Emirates
$65K -$116K -436 -62%
PS
294
Principal Securities
Iowa
$59.5K
C
295
Covestor
United Kingdom
$50K -$5.59K -21 -9%
MSWA
296
Marshall & Sterling Wealth Advisors
New York
$49.5K +$54.3K +204 New
CFFP
297
Center for Financial Planning
Michigan
$48.5K
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$48.1K -$2.4K -9 -4%
AAP
299
Arax Advisory Partners
Colorado
$47.1K +$43.4K +163 +526%
TC
300
Trust Company
Kansas
$40.8K

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.