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364 hedge funds and large institutions have $3.2B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $2.74B → $3.2B (+$464M)

6% more funds holding

Funds holding: 342364 (+22)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

0.03% less ownership

Funds ownership: 92.87%92.84% (-0.03%)

51% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $32.8M

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
117
Reduced
117
Closed
20
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
326
Arax Advisory Partners
Colorado
$8K
UB
327
UMB Bank
Missouri
$7.74K +$5.27K +21 +233%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$7.22K +$1.76K +7 +33%
FFA
329
Farther Finance Advisors
California
$6.96K +$251 +1 +4%
FHA
330
First Horizon Advisors
Tennessee
$6.96K
EWA
331
EverSource Wealth Advisors
Alabama
$6.7K
BIA
332
Bell Investment Advisors
California
$6.19K
KFI
333
Key Financial Inc
Pennsylvania
$5.67K
RIL
334
Rothschild Investment LLC
Illinois
$4.92K +$1.76K +7 +58%
VWM
335
Venturi Wealth Management
Texas
$4.13K -$69K -275 -95%
BWL
336
Bogart Wealth LLC
Virginia
$4.13K
AS
337
Altshuler Shaham
Israel
$3.61K -$502 -2 -13%
SCM
338
Sterling Capital Management
North Carolina
$3.61K +$3.51K +14 New
BCMLT
339
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.1K +$1.5K +6 +100%
CFGS
340
Concourse Financial Group Securities
Alabama
$2.84K +$251 +1 +10%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$2.58K
HCP
342
Hexagon Capital Partners
Arkansas
$2.58K +$752 +3 +43%
AIM
343
Anchor Investment Management
South Carolina
$2.58K +$2.51K +10 New
WIM
344
Westside Investment Management
California
$2.57K
JWA
345
JFS Wealth Advisors
Pennsylvania
$2.06K
FWA
346
FSC Wealth Advisors
New York
$2.06K
CAS
347
Coppell Advisory Solutions
Texas
$1.8K
TPCW
348
TD Private Client Wealth
New York
$1.76K +$1.5K +6 +600%
FG
349
Fairman Group
Pennsylvania
$1.29K
ATS
350
Ashton Thomas Securities
New York
$1.29K +$1.25K +5 New

WDFC Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2024, worth a combined $3.2B — up 17% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WDFC positions and 20 closed out — a net gain of 23 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.5M. The largest seller was APG Asset Management, cutting an estimated $43.9M.

  • 364 institutional investors held WD-40 (WDFC) as of Q3 2024, up from 342 in Q2 2024.
  • Funds reported $3.2B of WD-40 stock for Q3 2024, up 17% quarter-over-quarter.
  • 43 funds opened new WD-40 positions in Q3 2024 and 20 closed out, a net change of +23 holders.
  • The largest WD-40 buyer in Q3 2024 was Ameriprise, an estimated $26.5M added.
  • The largest WD-40 seller in Q3 2024 was APG Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2024.