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 %
FPB
301
First PREMIER Bank
South Dakota
$26K
HWM
302
Hemington Wealth Management
Virginia
$26K +$26K +102 New
Ohio Public Employees Retirement System (OPERS)
303
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.7K -$258 -1 -1%
ACM
304
Aster Capital Management
United Arab Emirates
$22.7K +$22.7K +88 New
TIM
305
Tortoise Investment Management
New York
$21.9K
GRP
306
Global Retirement Partners
California
$21.7K -$179K -693 -89%
PA
307
Parallel Advisors
California
$20.6K -$774 -3 -4%
FFA
308
Fairfield Financial Advisors
Massachusetts
$20.6K
TCOV
309
Trust Company of Vermont
Vermont
$19.3K
LC
310
Lindbrook Capital
California
$17.8K
Russell Investments Group
311
Russell Investments Group
United Kingdom
$17K -$172K -665 -91%
CA
312
Clearstead Advisors
Ohio
$15.5K
BCWM
313
Bartlett & Co Wealth Management
Ohio
$14.7K
CFO
314
CVA Family Office
Colorado
$13.4K
VCM
315
Versant Capital Management
Arizona
$12.4K
HGERS
316
Householder Group Estate & Retirement Specialist
Arizona
$12K
Bessemer Group
317
Bessemer Group
New Jersey
$12K +$4.36K +16 +57%
BBHC
318
Brown Brothers Harriman & Co
New York
$11.6K +$11.6K +45 New
S
319
SignatureFD
Georgia
$11.1K +$258 +1 +2%
ST
320
Smithfield Trust
Pennsylvania
$11K
BWP
321
Baldwin Wealth Partners
Massachusetts
$10.6K +$10.6K +41 New
LFA
322
LGT Financial Advisors
Texas
$9.8K
SA
323
SRH Advisors
Kansas
$8.77K
PFBT
324
Parkside Financial Bank & Trust
Missouri
$8.51K
AAP
325
Arax Advisory Partners
Colorado
$8K