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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
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$1.34M
YCM
127
Yousif Capital Management
Michigan
$1.24M -$47.7K -179 -3%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$1.2M -$91.1K -342 -6%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$1.19M +$1.31M +4,913 New
LMKC
130
L.M. Kohn & Company
Ohio
$1.19M -$21.3K -80 -2%
Walleye Capital
131
Walleye Capital
New York
$1.19M +$914K +3,433 +233%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$1.19M +$746K +2,800 +133%
IEFM
133
IQ EQ Fund Management
Ireland
$1.18M +$127K +478 +11%
BHCM
134
Brevan Howard Capital Management
Jersey
$1.18M +$1.29M +4,854 New
Creative Planning
135
Creative Planning
Kansas
$1.18M +$477K +1,792 +59%
WSFS
136
Wilmington Savings Fund Society
Delaware
$1.17M -$7.72K -29 -0.6%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$1.12M -$156K -585 -11%
MSRPS
138
Maryland State Retirement & Pension System
Maryland
$1.1M -$6.66K -25 -0.5%
NRD
139
Nebula Research & Development
New York
$1.09M +$1.2M +4,508 New
AIMCA
140
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.09M +$1.2M +4,500 New
Schroder Investment Management Group
141
Schroder Investment Management Group
United Kingdom
$1.07M +$1.18M +4,423 New
Point72 Asset Management
142
Point72 Asset Management
Connecticut
$1.07M +$1.17M +4,400 New
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$1.05M
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$1.01M -$28.2K -106 -2%
AWM
145
Avior Wealth Management
Nebraska
$1.01M -$552K -2,073 -33%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$1.01M +$75.1K +282 +7%
A
147
AlphaQuest
New York
$989K +$828K +3,108 +322%
EGM
148
Engineers Gate Manager
New York
$987K -$754K -2,831 -41%
SMWM
149
Silvia McColl Wealth Management
California
$987K -$134K -503 -11%
AAS
150
Avantax Advisory Services
Texas
$979K -$18.1K -68 -2%

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.