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 %
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$5.32K
PSB
327
Piscataqua Savings Bank
New Hampshire
$5.07K +$5.07K +20 New
MG
328
Mather Group
Illinois
$5.02K +$5.02K +21 New
HCP
329
Hexagon Capital Partners
Arkansas
$4.81K -$507 -2 -10%
FFA
330
Farther Finance Advisors
California
$4.23K
BWL
331
Bogart Wealth LLC
Virginia
$4.05K
CTA
332
Colonial Trust Advisors
South Carolina
$4.05K +$4.05K +16 New
AS
333
Altshuler Shaham
Israel
$3.8K +$3.8K +15 New
PCWA
334
Pacific Capital Wealth Advisors
California
$3.8K +$3.8K +15 New
EWA
335
EverSource Wealth Advisors
Alabama
$3.39K -$1.13K -5 -25%
QL
336
Quarry LP
New York
$3.04K +$3.04K +12 New
VNA
337
Valley National Advisers
Pennsylvania
$3K
AAP
338
Arax Advisory Partners
Colorado
$2.79K
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$2.53K
CFGS
340
Concourse Financial Group Securities
Alabama
$2.53K
RIL
341
Rothschild Investment LLC
Illinois
$2.28K +$2.28K +9 New
JWA
342
JFS Wealth Advisors
Pennsylvania
$2.03K
PWMG
343
Private Wealth Management Group
New Jersey
$1.52K
UB
344
UMB Bank
Missouri
$1.52K +$1.52K +6 New
BCMLT
345
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.52K +$1.52K +6 New
FG
346
Fairman Group
Pennsylvania
$1.27K
PWMG
347
Prestige Wealth Management Group
New Jersey
$1.01K
AW
348
Avion Wealth
Texas
$1K
SIC
349
SJS Investment Consulting
Ohio
$760
PI
350
PEAK6 Investments
Illinois
$531