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 %
BBHC
326
Brown Brothers Harriman & Co
New York
$10.4K -$485 -2 -4%
S
327
SignatureFD
Georgia
$10.2K -$243 -1 -2%
ST
328
Smithfield Trust
Pennsylvania
$10K
BTI
329
Blue Trust Inc
Georgia
$9.47K -$85.9K -354 -90%
LFA
330
LGT Financial Advisors
Texas
$9.22K
SA
331
SRH Advisors
Kansas
$8.25K
PFBT
332
Parkside Financial Bank & Trust
Missouri
$8.01K
UB
333
UMB Bank
Missouri
$7.77K +$485 +2 +7%
EWA
334
EverSource Wealth Advisors
Alabama
$7.52K +$1.21K +5 +19%
FFA
335
Farther Finance Advisors
California
$7.28K +$728 +3 +11%
FHA
336
First Horizon Advisors
Tennessee
$6.55K
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$6.31K -$485 -2 -7%
MG
338
Mather Group
Illinois
$6.31K +$6.31K +26 New
BIA
339
Bell Investment Advisors
California
$5.34K -$485 -2 -8%
KFI
340
Key Financial Inc
Pennsylvania
$5.34K
VWM
341
Venturi Wealth Management
Texas
$3.88K
BWL
342
Bogart Wealth LLC
Virginia
$3.88K
AS
343
Altshuler Shaham
Israel
$3.64K +$243 +1 +7%
SCM
344
Sterling Capital Management
North Carolina
$3.4K
HIW
345
Holos Integrated Wealth
Pennsylvania
$2.91K +$2.91K +12 New
HCP
346
Hexagon Capital Partners
Arkansas
$2.67K +$243 +1 +10%
MAS
347
MPWM Advisory Solutions
Georgia
$2.67K +$2.67K +11 New
CFGS
348
Concourse Financial Group Securities
Alabama
$2.55K
RIL
349
Rothschild Investment LLC
Illinois
$2.43K -$2.18K -9 -47%
WIM
350
Westside Investment Management
California
$2.43K