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 %
AA
301
Ancora Advisors
Ohio
$27.9K
TWC
302
TD Waterhouse Canada
Ontario, Canada
$27.4K +$27.4K +113 New
VSQM
303
V-Square Quantitative Management
Illinois
$27.2K
HWM
304
Hemington Wealth Management
Virginia
$26K +$1.22K +5 +5%
AG
305
AmeriFlex Group
Nevada
$24.9K +$24.9K +106 New
PAS
306
Point72 Asia (Singapore)
Singapore
$24.5K -$90.8K -374 -79%
FDW
307
Fourth Dimension Wealth
Ohio
$24.3K +$24.3K +100 New
AssetMark Inc
308
AssetMark Inc
California
$24.3K +$24.3K +100 New
VHAM
309
Van Hulzen Asset Management
California
$23.8K +$23.8K +98 New
EBA
310
Eagle Bay Advisors
New York
$23.7K -$7.01K -29 -23%
Ohio Public Employees Retirement System (OPERS)
311
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.9K -$485 -2 -2%
GRP
312
Global Retirement Partners
California
$20.9K +$485 +2 +2%
PA
313
Parallel Advisors
California
$20.9K +$1.46K +6 +8%
TIM
314
Tortoise Investment Management
New York
$20.6K
FFA
315
Fairfield Financial Advisors
Massachusetts
$19.4K
VCM
316
Versant Capital Management
Arizona
$18.4K +$6.8K +28 +58%
TCOV
317
Trust Company of Vermont
Vermont
$18.2K
LC
318
Lindbrook Capital
California
$16.7K
Russell Investments Group
319
Russell Investments Group
United Kingdom
$16.5K +$486 +2 +3%
CA
320
Clearstead Advisors
Ohio
$14.6K
Bessemer Group
321
Bessemer Group
New Jersey
$14K +$3.9K +17 +39%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$13.8K
PWA
323
Physician Wealth Advisors
Utah
$13.6K +$13.6K +56 New
CFO
324
CVA Family Office
Colorado
$12.6K
GSWM
325
Golden State Wealth Management
California
$11.4K +$11.4K +47 New