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 %
II
201
Inspire Investing
Idaho
$206K +$20.2K +115 +11%
PI
202
PEAK6 Investments
Illinois
$186K +$186K +1,061 New
AIP
203
Ameritas Investment Partners
Nebraska
$180K
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$150K +$3.3K +19 +2%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$141K
APA
206
American Portfolios Advisors
New York
$137K +$5.62K +32 +4%
GWSG
207
GPS Wealth Strategies Group
Colorado
$127K
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$121K
GRP
209
Global Retirement Partners
California
$112K -$1.12K -7 -1%
HIA
210
Harbor Investment Advisory
Maryland
$99K +$6.86K +39 +7%
Simplex Trading
211
Simplex Trading
Illinois
$99K +$99K +566 New
GI
212
Gradient Investments
Minnesota
$88K
Macquarie Group
213
Macquarie Group
Australia
$66K -$548K -1,205 -89%
TCOV
214
Trust Company of Vermont
Vermont
$66K -$35.2K -200 -35%
MHR
215
Matthew Hamilton Rosenberg
$65K
QCG
216
Quadrant Capital Group
Ohio
$64K +$26.7K +153 +71%
BSB
217
Bangor Savings Bank
Maine
$62K
Ohio Public Employees Retirement System (OPERS)
218
Ohio Public Employees Retirement System (OPERS)
Ohio
$60K +$1.57K +9 +3%
AF
219
Allworth Financial
California
$57K -$354 -2 -0.6%
HGERS
220
Householder Group Estate & Retirement Specialist
Arizona
$54K +$54K +307 New
MA
221
MUFG Americas
New York
$53K
WT
222
Washington Trust
Rhode Island
$53K
CFFP
223
Center for Financial Planning
Michigan
$53K
LFG
224
Larson Financial Group
Missouri
$53K +$350 +2 +0.7%
SPIA
225
Steward Partners Investment Advisory
New York
$49K