306 hedge funds and large institutions have $2.53B invested in WD-40 in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+18
Holders Change %
+6.25%
% 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
42
Increased
80
Reduced
108
Closed
22
Calls
$23.5M
Puts
$29.5M
Net Calls
-$5.98M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$269K +$269K +1,324 New
RB
202
Rodgers Brothers
Pennsylvania
$264K
SG Americas Securities
203
SG Americas Securities
New York
$261K +$261K +1,282 New
HWM
204
Howard Wealth Management
Connecticut
$259K
BCI
205
Brinker Capital Investments
Pennsylvania
$248K -$4.68K -23 -2%
OPS
206
Orion Portfolio Solutions
Nebraska
$248K -$4.68K -23 -2%
PFO
207
Pathstone Family Office
New Jersey
$242K +$242K +1,189 New
HCM
208
Hollencrest Capital Management
California
$238K
ATC
209
Argent Trust Co
Tennessee
$235K
SFO
210
Stokes Family Office
Louisiana
$235K +$17.1K +84 +8%
US Bancorp
211
US Bancorp
Minnesota
$233K -$93.3K -459 -29%
KWMG
212
King Wealth Management Group
Florida
$232K +$203 +1 +0.1%
CGH
213
Crossmark Global Holdings
Texas
$228K -$16.4K -80 -7%
RFC
214
Regions Financial Corp
Alabama
$228K -$8.13K -40 -3%
SM
215
Sweeney & Michel
California
$223K
SIG
216
Stonegate Investment Group
Alabama
$222K -$3.25K -16 -1%
CL
217
CIM LLC
New York
$216K +$216K +1,064 New
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$213K +$213K +1,049 New
WSFS
219
Wilmington Savings Fund Society
Delaware
$211K +$211K +1,040 New
AQR Capital Management
220
AQR Capital Management
Connecticut
$207K +$207K +1,020 New
FB
221
Fulton Bank
Pennsylvania
$207K +$207K +1,019 New
WA
222
Wealth Alliance
New York
$207K +$207K +1,018 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
223
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$203K +$203K +1,000 New
NL
224
NWAM LLC
Washington
$203K +$203K +1,000 New
Allspring Global Investments
225
Allspring Global Investments
North Carolina
$200K -$213K -1,046 -52%