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 %
UB
326
UMB Bank
Missouri
$7.74K +$5.42K +21 +233%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$7.22K +$1.81K +7 +33%
FFA
328
Farther Finance Advisors
California
$6.96K +$258 +1 +4%
FHA
329
First Horizon Advisors
Tennessee
$6.96K
EWA
330
EverSource Wealth Advisors
Alabama
$6.7K
BIA
331
Bell Investment Advisors
California
$6.19K
KFI
332
Key Financial Inc
Pennsylvania
$5.67K
RIL
333
Rothschild Investment LLC
Illinois
$4.92K +$1.81K +7 +58%
VWM
334
Venturi Wealth Management
Texas
$4.13K -$70.9K -275 -95%
BWL
335
Bogart Wealth LLC
Virginia
$4.13K
AS
336
Altshuler Shaham
Israel
$3.61K -$516 -2 -13%
SCM
337
Sterling Capital Management
North Carolina
$3.61K +$3.61K +14 New
BCMLT
338
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.1K +$1.55K +6 +100%
CFGS
339
Concourse Financial Group Securities
Alabama
$2.84K +$258 +1 +10%
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$2.58K
HCP
341
Hexagon Capital Partners
Arkansas
$2.58K +$774 +3 +43%
AIM
342
Anchor Investment Management
South Carolina
$2.58K +$2.58K +10 New
WIM
343
Westside Investment Management
California
$2.57K
JWA
344
JFS Wealth Advisors
Pennsylvania
$2.06K
FWA
345
FSC Wealth Advisors
New York
$2.06K
CAS
346
Coppell Advisory Solutions
Texas
$1.8K
TPCW
347
TD Private Client Wealth
New York
$1.76K +$1.51K +6 +600%
FG
348
Fairman Group
Pennsylvania
$1.29K
ATS
349
Ashton Thomas Securities
New York
$1.29K +$1.29K +5 New
PWMG
350
Prestige Wealth Management Group
New Jersey
$1.03K