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 %
AWM
351
Abound Wealth Management
Tennessee
$507
DPW
352
DiNuzzo Private Wealth
Pennsylvania
$507 +$507 +2 New
DJSG
353
D.J. St. Germain
Massachusetts
$507 +$507 +2 New
ECM
354
Everence Capital Management
Indiana
$458
MCM
355
Manchester Capital Management
Vermont
$254
TFM
356
TFC Financial Management
Massachusetts
$254 +$254 +1 New
HF
357
HRT Financial
New York
-$5.66M -23,676 Closed
T. Rowe Price Investment Management
358
T. Rowe Price Investment Management
Maryland
-$1.66M -6,941 Closed
MC
359
Maverick Capital
Texas
-$1.25M -5,229 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
360
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.2M -5,000 Closed
Axa
361
Axa
France
-$749K -3,135 Closed
PMEF
362
Point72 Middle East FZE
United Arab Emirates
-$740K -3,094 Closed
Capstone Investment Advisors
363
Capstone Investment Advisors
New York
-$641K -2,682 Closed
XT
364
XTX Topco
Cayman Islands
-$511K -2,138 Closed
AI
365
AdvisorShares Investments
Maryland
-$444K -1,856 Closed
BHCM
366
Brevan Howard Capital Management
Jersey
-$422K -1,764 Closed
MWM
367
Meridian Wealth Management
Kentucky
-$371K -1,550 Closed
SW
368
SkyOak Wealth
Michigan
-$299K -1,249 Closed
Wolverine Trading
369
Wolverine Trading
Illinois
-$293K -1,224 Closed
EA
370
Everpar Advisors
Oklahoma
-$290K -1,213 Closed
BAM
371
Belpointe Asset Management
Nevada
-$263K -1,100 Closed
FCA
372
Fortis Capital Advisors
Kansas
-$263K -1,100 Closed
A
373
AlphaQuest
New York
-$253K -1,058 Closed
Koshinski Asset Management
374
Koshinski Asset Management
Illinois
-$227K -951 Closed
ASN
375
Advisory Services Network
Georgia
-$132K -552 Closed