345 hedge funds and large institutions have $3.05B invested in WD-40 in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 17 closing their positions.

Holders
345
Holders Change
+39
Holders Change %
+12.75%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
100
Reduced
103
Closed
17
Calls
$24.4M
Puts
$32.4M
Net Calls
-$7.99M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
Stephens Consulting
Michigan
$15.9K
PA
302
Parallel Advisors
California
$15.3K +$15.1K +63 +6,300%
CIM
303
Contravisory Investment Management
Massachusetts
$14.8K -$5.74K -24 -28%
BC
304
Bartlett & Co
Ohio
$14K
BCWM
305
Bartlett & Co Wealth Management
Ohio
$13.7K
BTI
306
Blue Trust Inc
Georgia
$13K +$13K +66 New
CFO
307
CVA Family Office
Colorado
$12K +$12K +50 New
VCM
308
Versant Capital Management
Arizona
$11.5K
Russell Investments Group
309
Russell Investments Group
United Kingdom
$11.2K +$718 +3 +7%
HFM
310
Harvest Fund Management
China
$11K
HGERS
311
Householder Group Estate & Retirement Specialist
Arizona
$11K
ST
312
Smithfield Trust
Pennsylvania
$10K
DWMG
313
DB Wealth Management Group
California
$9.56K
LFA
314
LGT Financial Advisors
Texas
$9.09K
SA
315
SRH Advisors
Kansas
$8.13K
S
316
SignatureFD
Georgia
$7.41K
BIA
317
Bell Investment Advisors
California
$6.46K +$956 +4 +17%
FHA
318
First Horizon Advisors
Tennessee
$6.45K
IFAM
319
Institutional & Family Asset Management
Colorado
$5.74K
KFI
320
Key Financial Inc
Pennsylvania
$5.26K
HCP
321
Hexagon Capital Partners
Arkansas
$5.02K +$5.02K +21 New
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$5.02K -$6.22K -26 -55%
EWA
323
EverSource Wealth Advisors
Alabama
$4.78K +$4.3K +18 +900%
FFA
324
Farther Finance Advisors
California
$4.06K +$2.87K +12 +240%
BWL
325
Bogart Wealth LLC
Virginia
$3.83K