368 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, 118 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
118
Reduced
121
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
201
Everence Capital Management
Indiana
$413K -$26.7K -110 -6%
II
202
Inspire Investing
Idaho
$402K +$14.8K +61 +4%
EC
203
EntryPoint Capital
New York
$401K +$401K +1,654 New
Allspring Global Investments
204
Allspring Global Investments
North Carolina
$401K +$272K +1,132 +210%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$379K
MWM
206
Meridian Wealth Management
Kentucky
$376K
Cerity Partners
207
Cerity Partners
New York
$366K -$231K -905 -39%
SC
208
Schulhoff & Co
Ohio
$366K
CCA
209
Checchi Capital Advisers
California
$364K
NA
210
NewEdge Advisors
Louisiana
$359K +$115K +475 +47%
PAG
211
Private Advisor Group
New Jersey
$346K -$28.2K -116 -8%
AIP
212
Ameritas Investment Partners
Nebraska
$346K +$17K +70 +5%
N
213
Numerai
California
$345K +$345K +1,423 New
OAM
214
Oppenheimer Asset Management
New York
$343K -$16K -66 -4%
EF
215
Empowered Funds
Pennsylvania
$341K +$341K +1,407 New
MHIC
216
Marble Harbor Investment Counsel
Massachusetts
$340K
CAM
217
Cozad Asset Management
Illinois
$337K
ACM
218
Aster Capital Management
United Arab Emirates
$333K +$312K +1,284 +1,459%
VA
219
Vident Advisory
Georgia
$330K +$2.67K +11 +0.8%
RHJA
220
Rice Hall James & Associates
California
$328K
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$325K +$1.94K +8 +0.6%
RB
222
Rodgers Brothers
Pennsylvania
$315K
TPI
223
Trust Point Inc
Wisconsin
$315K
CWM
224
CIBC World Markets
New York
$309K +$309K +1,274 New
HWM
225
Howard Wealth Management
Connecticut
$303K