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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
Federated Hermes
76
Federated Hermes
Pennsylvania
$3.14M +$105K +393 +3%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$3.08M -$39.7K -149 -1%
OWA
78
One Wealth Advisors
California
$3.01M -$240K -900 -7%
TYCC
79
Texas Yale Capital Corp
Florida
$2.79M +$7.99K +30 +0.3%
RC
80
Reik & Co
New York
$2.62M
Corient Private Wealth
81
Corient Private Wealth
Florida
$2.61M -$3.73K -14 -0.1%
LCM
82
Landscape Capital Management
New Jersey
$2.54M +$2.79M +10,458 New
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$2.51M -$280K -1,052 -9%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$2.45M +$18.1K +68 +0.7%
PIM
85
Profit Investment Management
Maryland
$2.43M
HF
86
HRT Financial
New York
$2.42M -$4.26M -16,012 -62%
BCC
87
Bridge City Capital
Oregon
$2.35M +$25K +94 +1%
JFG
88
Jefferies Financial Group
New York
$2.35M +$1.01M +3,780 +64%
AG
89
Algert Global
California
$2.35M +$354K +1,329 +16%
CCIA
90
Campbell & Co Investment Adviser
Maryland
$2.32M +$2.25M +8,454 +756%
GF
91
Gabelli Funds
New York
$2.31M
LPL Financial
92
LPL Financial
California
$2.28M +$524K +1,966 +26%
Verition Fund Management
93
Verition Fund Management
Connecticut
$2.23M +$1.11M +4,163 +83%
SS
94
SBI Securities
Japan
$2.19M +$2.4M +9,005 New
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$2.17M +$804K +3,019 +51%
MIM
96
MetLife Investment Management
New Jersey
$2M +$140K +525 +7%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$1.99M -$1.54M -5,800 -41%
Mariner
98
Mariner
Kansas
$1.91M +$63.9K +240 +3%
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$1.88M +$81K +304 +4%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$1.86M -$12.3K -46 -0.6%

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.