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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
DM
376
Deerfield Management
New York
-$834K -3,233 Closed
Holocene Advisors
377
Holocene Advisors
New York
-$794K -3,079 Closed
GAM
378
Gotham Asset Management
New York
-$631K -2,446 Closed
Simplex Trading
379
Simplex Trading
Illinois
-$503K -1,889 Closed
DF
380
Donoghue Forlines
Massachusetts
-$458K -1,777 Closed
BCM
381
Bayesian Capital Management
New York
-$363K -1,406 Closed
CGH
382
Crossmark Global Holdings
Texas
-$307K -1,193 Closed
TSS
383
Two Sigma Securities
New York
-$302K -1,173 Closed
SG Americas Securities
384
SG Americas Securities
New York
-$259K -1,005 Closed
HT
385
Headlands Technologies
Illinois
-$258K -1,000 Closed
First Manhattan
386
First Manhattan
New York
-$232K -900 Closed
VI
387
Versor Investments
New York
-$232K -898 Closed
CWM
388
Congress Wealth Management
Massachusetts
-$230K -892 Closed
IWM
389
IHT Wealth Management
Illinois
-$225K -872 Closed
PP
390
Paloma Partners
Connecticut
-$206K -800 Closed
TFG
391
Taylor Financial Group
Virginia
-$206K -800 Closed
NC
392
nVerses Capital
Florida
-$181K -700 Closed
Acadian Asset Management
393
Acadian Asset Management
Massachusetts
-$112K -438 Closed
Canada Pension Plan Investment Board
394
Canada Pension Plan Investment Board
Ontario, Canada
-$77.4K -300 Closed
CFM
395
Catalyst Funds Management
Australia
-$77.4K -300 Closed
GSEP
396
Golden State Equity Partners
California
-$38.7K -150 Closed
FPB
397
First PREMIER Bank
South Dakota
-$26K -100 Closed
HGERS
398
Householder Group Estate & Retirement Specialist
Arizona
-$12K -50 Closed
BWP
399
Baldwin Wealth Partners
Massachusetts
-$10.6K -41 Closed
ATS
400
Ashton Thomas Securities
New York
-$1.29K -5 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.