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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
DekaBank Deutsche Girozentrale
301
DekaBank Deutsche Girozentrale
Germany
$33K
TCPG
302
Trivant Custom Portfolio Group
California
$27.9K
AA
303
Ancora Advisors
Ohio
$27.9K
TWC
304
TD Waterhouse Canada
Ontario, Canada
$27.4K +$30.1K +113 New
VSQM
305
V-Square Quantitative Management
Illinois
$27.2K
HWM
306
Hemington Wealth Management
Virginia
$26K +$1.33K +5 +5%
AG
307
AmeriFlex Group
Nevada
$24.9K +$28.2K +106 New
PAS
308
Point72 Asia (Singapore)
Singapore
$24.5K -$99.6K -374 -79%
AssetMark Inc
309
AssetMark Inc
California
$24.3K +$26.6K +100 New
FDW
310
Fourth Dimension Wealth
Ohio
$24.3K +$26.6K +100 New
VHAM
311
Van Hulzen Asset Management
California
$23.8K +$26.1K +98 New
EBA
312
Eagle Bay Advisors
New York
$23.7K -$7.72K -29 -23%
Ohio Public Employees Retirement System (OPERS)
313
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.9K -$533 -2 -2%
GRP
314
Global Retirement Partners
California
$20.9K +$533 +2 +2%
PA
315
Parallel Advisors
California
$20.9K +$1.6K +6 +8%
TIM
316
Tortoise Investment Management
New York
$20.6K
FFA
317
Fairfield Financial Advisors
Massachusetts
$19.4K
VCM
318
Versant Capital Management
Arizona
$18.4K +$7.46K +28 +58%
TCOV
319
Trust Company of Vermont
Vermont
$18.2K
LC
320
Lindbrook Capital
California
$16.7K
Russell Investments Group
321
Russell Investments Group
United Kingdom
$16.5K +$533 +2 +3%
CA
322
Clearstead Advisors
Ohio
$14.6K
Bessemer Group
323
Bessemer Group
New Jersey
$14K +$4.53K +17 +39%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$13.8K
PWA
325
Physician Wealth Advisors
Utah
$13.6K +$14.9K +56 New

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.