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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
RIL
351
Rothschild Investment LLC
Illinois
$2.43K -$2.4K -9 -47%
WIM
352
Westside Investment Management
California
$2.43K
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$2.18K -$266 -1 -10%
CFD
354
Creative Financial Designs
Indiana
$2.18K +$2.4K +9 New
JWA
355
JFS Wealth Advisors
Pennsylvania
$1.94K
FWA
356
FSC Wealth Advisors
New York
$1.94K
SO
357
Sierra Ocean
California
$1.94K +$2.13K +8 New
CAS
358
Coppell Advisory Solutions
Texas
$1.69K
TPCW
359
TD Private Client Wealth
New York
$1.66K
BCMLT
360
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.46K -$1.6K -6 -50%
PWMG
361
Prestige Wealth Management Group
New Jersey
$971
MCM
362
MAI Capital Management
Ohio
$739 +$799 +3 New
SIC
363
SJS Investment Consulting
Ohio
$486 -$266 -1 -33%
PWMG
364
Private Wealth Management Group
New Jersey
$486
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$486 +$266 +1 +100%
FG
366
Fairman Group
Pennsylvania
$485 -$799 -3 -60%
AWM
367
Abound Wealth Management
Tennessee
$243
DJSG
368
D.J. St. Germain
Massachusetts
$243
IA
369
IFP Advisors
Florida
$243
MCM
370
Manchester Capital Management
Vermont
$243
GFPC
371
Global Financial Private Client
Florida
$243 +$266 +1 New
TC
372
TwinBeech Capital
New York
-$2.28M -8,846 Closed
I
373
InceptionR
California
-$1.07M -4,161 Closed
Arrowstreet Capital
374
Arrowstreet Capital
Massachusetts
-$1.03M -3,982 Closed
WG
375
Winton Group
United Kingdom
-$984K -3,814 Closed

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.