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 %
TPCW
301
TD Private Client Wealth
New York
$23.1K
TIM
302
Tortoise Investment Management
New York
$21.5K
TCOV
303
Trust Company of Vermont
Vermont
$19K
LC
304
Lindbrook Capital
California
$17.5K
SC
305
Stephens Consulting
Michigan
$16.9K
Jones Financial Companies
306
Jones Financial Companies
Missouri
$15.5K +$11.9K +47 +336%
OWA
307
Opal Wealth Advisors
New York
$14.7K +$14.7K +58 New
BCWM
308
Bartlett & Co Wealth Management
Ohio
$14.4K
HFM
309
Harvest Fund Management
China
$14K
FIM
310
Fernwood Investment Management
Massachusetts
$13.7K +$13.7K +54 New
CFO
311
CVA Family Office
Colorado
$12.7K
HGERS
312
Householder Group Estate & Retirement Specialist
Arizona
$12.7K
VCM
313
Versant Capital Management
Arizona
$12.2K
ST
314
Smithfield Trust
Pennsylvania
$11K
S
315
SignatureFD
Georgia
$10.1K +$2.28K +9 +29%
WB
316
Webster Bank
Connecticut
$10.1K +$10.1K +40 New
LFA
317
LGT Financial Advisors
Texas
$9.63K
SA
318
SRH Advisors
Kansas
$8.61K
PFBT
319
Parkside Financial Bank & Trust
Missouri
$8.36K +$4.81K +19 +136%
NA
320
NewEdge Advisors
Louisiana
$8.36K +$5.57K +22 +200%
Bessemer Group
321
Bessemer Group
New Jersey
$7K -$631K -2,523 -99%
FHA
322
First Horizon Advisors
Tennessee
$6.84K
IFAM
323
Institutional & Family Asset Management
Colorado
$6.08K
KFI
324
Key Financial Inc
Pennsylvania
$5.57K
BIA
325
Bell Investment Advisors
California
$5.32K -$1.52K -6 -22%