282 hedge funds and large institutions have $2.23B invested in WD-40 in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-10
Holders Change %
-3.42%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
88
Reduced
96
Closed
34
Calls
$8.7M
Puts
$8.7M
Net Calls
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
176
Meridian Wealth Management
Kentucky
$281K
GT
177
Glenmede Trust
Pennsylvania
$275K +$5.61K +32 +2%
SC
178
Schulhoff & Co
Ohio
$272K
SCM
179
Stonebridge Capital Management
California
$264K
IWS
180
Insight Wealth Strategies
California
$263K
API
181
Advisor Partners II
California
$263K +$263K +1,496 New
CAM
182
Cozad Asset Management
Illinois
$262K
CIM
183
CIM Investment Management
Pennsylvania
$260K
RHJA
184
Rice Hall James & Associates
California
$255K
Fidelity Investments
185
Fidelity Investments
Massachusetts
$252K +$16.7K +95 +7%
TRCT
186
Tower Research Capital (TRC)
New York
$250K +$146K +829 +141%
CCA
187
Cobblestone Capital Advisors
New York
$246K -$1.76K -10 -0.7%
HWM
188
Howard Wealth Management
Connecticut
$246K +$246K +1,400 New
KC
189
Kenfarb & Co
Kentucky
$239K
American Century Companies
190
American Century Companies
Missouri
$234K +$45.4K +258 +24%
BAM
191
Blueshift Asset Management
New Jersey
$233K +$233K +1,328 New
KWMG
192
King Wealth Management Group
Florida
$231K
CGH
193
Crossmark Global Holdings
Texas
$229K +$14.6K +83 +7%
First Manhattan
194
First Manhattan
New York
$228K -$8.77K -50 -4%
RB
195
Rodgers Brothers
Pennsylvania
$228K
JG
196
Jefferies Group
New York
$218K +$218K +1,243 New
SG Americas Securities
197
SG Americas Securities
New York
$216K -$321K -1,824 -60%
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$216K -$100K -570 -32%
KBC Group
199
KBC Group
Belgium
$208K
HCM
200
Hollencrest Capital Management
California
$206K