342 hedge funds and large institutions have $2.74B invested in WD-40 in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-14
Holders Change %
-3.93%
% of All Funds
4.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
112
Reduced
117
Closed
45
Calls
$9.93M
Puts
$62.8M
Net Calls
-$52.9M
Net Calls Change
+$4.71M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
351
Versor Investments
New York
-$632K -2,496 Closed
OPS
352
Orion Portfolio Solutions
Nebraska
-$303K -1,196 Closed
BCI
353
Brinker Capital Investments
Pennsylvania
-$303K -1,196 Closed
NL
354
NWAM LLC
Washington
-$235K -1,000 Closed
First Manhattan
355
First Manhattan
New York
-$228K -900 Closed
SWP
356
Stratos Wealth Partners
Ohio
-$227K -896 Closed
MCM
357
MAI Capital Management
Ohio
-$225K -887 Closed
PFS
358
Prospera Financial Services
Texas
-$223K -879 Closed
William Blair & Company
359
William Blair & Company
Illinois
-$218K -862 Closed
Mackenzie Financial
360
Mackenzie Financial
Ontario, Canada
-$213K -842 Closed
WPC
361
Wedmont Private Capital
Pennsylvania
-$212K -830 Closed
JF
362
Jump Financial
Illinois
-$210K -829 Closed
X
363
Xponance
Pennsylvania
-$208K -821 Closed
VPIM
364
Vanguard Personalized Indexing Management
California
-$208K -820 Closed
DADC
365
D.A. Davidson & Co
Montana
-$205K -810 Closed
TFG
366
Taylor Financial Group
Virginia
-$203K -800 Closed
MML Investors Services
367
MML Investors Services
Massachusetts
-$201K -792 Closed
MLICM
368
Metropolitan Life Insurance Company (MetLife)
New York
-$181K -714 Closed
EC
369
EntryPoint Capital
New York
-$159K -627 Closed
Walleye Trading
370
Walleye Trading
New York
-$74.2K -293 Closed
MAWCM
371
Mine & Arao Wealth Creation & Management
California
-$31.7K -125 Closed
CIM
372
Contravisory Investment Management
Massachusetts
-$25.6K -101 Closed
IGWM
373
ICA Group Wealth Management
Colorado
-$25.3K -100 Closed
SC
374
Stephens Consulting
Michigan
-$16.9K -67 Closed
HFM
375
Harvest Fund Management
China
-$14K -56 Closed