368 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, 118 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
118
Reduced
121
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$114K +$4.37K +18 +4%
SOW
277
State of Wyoming
Wyoming
$112K +$8.25K +34 +8%
SIC
278
Salem Investment Counselors
North Carolina
$112K
CIAM
279
Caitong International Asset Management
Hong Kong
$108K +$108K +446 New
HNB
280
Huntington National Bank
Ohio
$108K +$6.31K +26 +6%
HIA
281
Harbor Investment Advisory
Maryland
$100K
GI
282
GAMMA Investing
California
$97.1K +$18.2K +75 +23%
AAM
283
Advisors Asset Management
Colorado
$95.9K -$728 -3 -0.8%
MHR
284
Matthew Hamilton Rosenberg
$89.5K
BSB
285
Bangor Savings Bank
Maine
$85.2K
NB
286
NBT Bank
New York
$84.9K
AIM
287
Anchor Investment Management
South Carolina
$84.9K +$82.5K +340 +3,400%
LFG
288
Larson Financial Group
Missouri
$77K -$2.19K -9 -3%
WT
289
Washington Trust
Rhode Island
$72.8K
MTIC
290
Missouri Trust & Investment Company
Missouri
$72.8K
PD
291
Point72 (DIFC)
United Arab Emirates
$65K -$106K -436 -62%
PS
292
Principal Securities
Iowa
$59.5K
C
293
Covestor
United Kingdom
$50K -$5.12K -21 -9%
MSWA
294
Marshall & Sterling Wealth Advisors
New York
$49.5K +$49.5K +204 New
CFFP
295
Center for Financial Planning
Michigan
$48.5K
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$48.1K -$2.18K -9 -4%
AAP
297
Arax Advisory Partners
Colorado
$47.1K +$39.6K +163 +526%
TC
298
Trust Company
Kansas
$40.8K
DekaBank Deutsche Girozentrale
299
DekaBank Deutsche Girozentrale
Germany
$33K
TCPG
300
Trivant Custom Portfolio Group
California
$27.9K