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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
Baird Financial Group
176
Baird Financial Group
Wisconsin
$644K +$121K +453 +21%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$612K -$39.4K -148 -6%
LCM
178
Legato Capital Management
California
$605K
BA
179
Bridgewater Associates
Connecticut
$595K -$284K -1,065 -30%
DTL
180
Dynamic Technology Lab
Singapore
$593K +$651K +2,443 New
VI
181
Vestcor Inc
New Brunswick, Canada
$575K
M&T Bank
182
M&T Bank
New York
$551K -$16K -60 -3%
BNP Paribas Financial Markets
183
BNP Paribas Financial Markets
France
$551K -$1.78M -6,668 -75%
GT
184
Glenmede Trust
Pennsylvania
$541K -$45.3K -170 -7%
Aviva
185
Aviva
United Kingdom
$540K -$75.1K -282 -11%
CIG
186
Cullen Investment Group
Louisiana
$526K +$1.33K +5 +0.2%
BCM
187
Buckhead Capital Management
Georgia
$518K
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$515K +$49.8K +187 +10%
MOACM
189
Mutual of America Capital Management
New York
$498K +$4.26K +16 +0.8%
AI
190
Atria Investments
North Carolina
$484K -$46.3K -174 -8%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$471K -$8.26K -31 -2%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$471K +$78K +293 +18%
PFM
193
Premier Fund Managers
United Kingdom
$469K
GC
194
Guidance Capital
Kentucky
$464K +$531K +1,992 New
RA
195
Royce & Associates
New York
$441K +$4.79K +18 +1%
SA
196
Sanctuary Advisors
Indiana
$433K -$7.46K -28 -1%
SFA
197
Sequoia Financial Advisors
Ohio
$431K -$1.33K -5 -0.3%
State Board of Administration of Florida Retirement System
198
State Board of Administration of Florida Retirement System
Florida
$430K -$44.5K -167 -9%
OC
199
Oarsman Capital
Wisconsin
$429K +$2.4K +9 +0.5%
ACM
200
Allred Capital Management
Texas
$425K

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.