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364 hedge funds and large institutions have $3.2B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $2.74B → $3.2B (+$464M)

6% more funds holding

Funds holding: 342364 (+22)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

0.03% less ownership

Funds ownership: 92.87%92.84% (-0.03%)

51% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $32.8M

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
117
Reduced
117
Closed
20
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$382K -$2.26K -9 -0.6%
Walleye Capital
202
Walleye Capital
New York
$380K +$363K +1,449 +5,796%
BCM
203
Bayesian Capital Management
New York
$363K +$353K +1,406 New
MHIC
204
Marble Harbor Investment Counsel
Massachusetts
$361K
CAM
205
Cozad Asset Management
Illinois
$358K
AIP
206
Ameritas Investment Partners
Nebraska
$349K
VA
207
Vident Advisory
Georgia
$348K -$289K -1,154 -46%
RHJA
208
Rice Hall James & Associates
California
$348K
Wolverine Trading
209
Wolverine Trading
Illinois
$348K +$339K +1,351 New
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$343K +$7.27K +29 +2%
GWSG
211
GPS Wealth Strategies Group
Colorado
$339K +$43.6K +174 +15%
RB
212
Rodgers Brothers
Pennsylvania
$335K
TPI
213
Trust Point Inc
Wisconsin
$335K
US Bancorp
214
US Bancorp
Minnesota
$323K
HWM
215
Howard Wealth Management
Connecticut
$322K
CCM
216
Coldstream Capital Management
Washington
$321K +$10K +40 +3%
CIM
217
CIM Investment Management
Pennsylvania
$320K
CGH
218
Crossmark Global Holdings
Texas
$307K +$58.4K +233 +24%
BIM
219
Bridges Investment Management
Nebraska
$305K
TSS
220
Two Sigma Securities
New York
$302K +$2.01K +8 +0.7%
HCM
221
Hollencrest Capital Management
California
$302K
CCIA
222
Campbell & Co Investment Adviser
Maryland
$288K -$484K -1,928 -63%
GC
223
Guggenheim Capital
Illinois
$285K -$34.9K -139 -11%
HW
224
Hamilton Wealth
California
$284K +$276K +1,100 New
SFO
225
Stokes Family Office
Louisiana
$276K

WDFC Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2024, worth a combined $3.2B — up 17% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WDFC positions and 20 closed out — a net gain of 23 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.5M. The largest seller was APG Asset Management, cutting an estimated $43.9M.

  • 364 institutional investors held WD-40 (WDFC) as of Q3 2024, up from 342 in Q2 2024.
  • Funds reported $3.2B of WD-40 stock for Q3 2024, up 17% quarter-over-quarter.
  • 43 funds opened new WD-40 positions in Q3 2024 and 20 closed out, a net change of +23 holders.
  • The largest WD-40 buyer in Q3 2024 was Ameriprise, an estimated $26.5M added.
  • The largest WD-40 seller in Q3 2024 was APG Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2024.