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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
Man Group
26
Man Group
United Kingdom
$19M -$15.4M -57,728 -42%
Raymond James Financial
27
Raymond James Financial
Florida
$17.9M +$19.6M +73,772 New
Invesco
28
Invesco
Georgia
$17.7M +$1.69M +6,330 +9%
JAM
29
Jupiter Asset Management
United Kingdom
$17.1M -$6.95M -26,077 -27%
DDC
30
DF Dent & Co
Maryland
$15.7M -$587K -2,205 -3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$14.9M -$294K -1,104 -2%
N
32
Nuveen
North Carolina
$11.7M +$366K +1,375 +3%
WT
33
Whittier Trust
California
$10.9M +$431K +1,617 +4%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$10.3M +$258K +970 +2%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$10.2M +$11.2M +41,943 New
CSS
36
Cubist Systematic Strategies
Connecticut
$10.1M +$9.12M +34,229 +456%
PAM
37
PineStone Asset Management
Quebec, Canada
$9.88M
UBS AM
38
UBS AM
Illinois
$9.62M +$912K +3,425 +9%
Bank of America
39
Bank of America
North Carolina
$9.53M +$67.7K +254 +0.7%
Legal & General Group
40
Legal & General Group
United Kingdom
$9.28M +$199K +748 +2%
GI
41
GAMCO Investors
Connecticut
$9.18M
Barclays
42
Barclays
United Kingdom
$8.71M -$324K -1,218 -3%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.2M +$1.33M +4,998 +17%
ProShare Advisors
44
ProShare Advisors
Maryland
$7.81M -$7.12M -26,738 -45%
UBS Group
45
UBS Group
Switzerland
$7.62M +$4.44M +16,687 +113%
Franklin Resources
46
Franklin Resources
California
$7.52M
Two Sigma Investments
47
Two Sigma Investments
New York
$7.18M +$2.5M +9,402 +47%
Comerica Bank
48
Comerica Bank
Texas
$6.93M -$56.2K -211 -0.7%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$6.83M -$571K -2,145 -7%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$6.57M +$3.45M +12,960 +92%

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.