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370 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, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $9.71M | Put options by funds: $5.4M

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

2% more funds holding

Funds holding: 364370 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 122

2.64% less ownership

Funds ownership: 92.84%90.21% (-2.6%)

8% less capital invested

Capital invested by funds: $3.2B → $2.96B (-$244M)

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
119
Reduced
122
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
326
CVA Family Office
Colorado
$12.6K
GSWM
327
Golden State Wealth Management
California
$11.4K +$12.5K +47 New
BBHC
328
Brown Brothers Harriman & Co
New York
$10.4K -$533 -2 -4%
S
329
SignatureFD
Georgia
$10.2K -$266 -1 -2%
ST
330
Smithfield Trust
Pennsylvania
$10K
BTI
331
Blue Trust Inc
Georgia
$9.46K -$94.3K -354 -90%
LFA
332
LGT Financial Advisors
Texas
$9.22K
SA
333
SRH Advisors
Kansas
$8.25K
PFBT
334
Parkside Financial Bank & Trust
Missouri
$8.01K
UB
335
UMB Bank
Missouri
$7.77K +$533 +2 +7%
EWA
336
EverSource Wealth Advisors
Alabama
$7.52K +$1.33K +5 +19%
FFA
337
Farther Finance Advisors
California
$7.28K +$799 +3 +11%
FHA
338
First Horizon Advisors
Tennessee
$6.55K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$6.31K -$533 -2 -7%
MG
340
Mather Group
Illinois
$6.31K +$6.92K +26 New
BIA
341
Bell Investment Advisors
California
$5.34K -$533 -2 -8%
KFI
342
Key Financial Inc
Pennsylvania
$5.34K
BWL
343
Bogart Wealth LLC
Virginia
$3.88K
VWM
344
Venturi Wealth Management
Texas
$3.88K
AS
345
Altshuler Shaham
Israel
$3.64K +$266 +1 +7%
SCM
346
Sterling Capital Management
North Carolina
$3.4K
HIW
347
Holos Integrated Wealth
Pennsylvania
$2.91K +$3.2K +12 New
HCP
348
Hexagon Capital Partners
Arkansas
$2.67K +$266 +1 +10%
MAS
349
MPWM Advisory Solutions
Georgia
$2.67K +$2.93K +11 New
CFGS
350
Concourse Financial Group Securities
Alabama
$2.55K

WDFC Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2024, worth a combined $2.96B — down 7.6% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WDFC positions and 35 closed out — a net gain of 12 holders — while 119 added to existing stakes and 122 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was APG Asset Management, cutting an estimated $135M.

  • 370 institutional investors held WD-40 (WDFC) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $2.96B of WD-40 stock for Q4 2024, down 7.6% quarter-over-quarter.
  • 47 funds opened new WD-40 positions in Q4 2024 and 35 closed out, a net change of +12 holders.
  • The largest WD-40 buyer in Q4 2024 was Millennium Management, an estimated $28.4M added.
  • The largest WD-40 seller in Q4 2024 was APG Asset Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.