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.

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 Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$417M 2,051,637 -41,641 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$328M 1,614,368 -7,073 -0.4%
APG Asset Management
3
APG Asset Management
Netherlands
$325M 1,598,441 -36,872 -2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$132M 648,105 -86,295 -12%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$127M 622,768 -17,188 -3%
State Street
6
State Street
Massachusetts
$101M 496,304 +3,349 +0.7%
First Trust Advisors
7
First Trust Advisors
Illinois
$70.4M 346,376 -34,522 -9%
Morgan Stanley
8
Morgan Stanley
New York
$63.8M 313,844 +103,949 +50%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$63.3M 311,245 +18,812 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$62.4M 307,188 +13,520 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$61.7M 303,740 +9,574 +3%
Ameriprise
12
Ameriprise
Minnesota
$56.3M 277,254 -62,258 -18%
GCM
13
Geneva Capital Management
Wisconsin
$44.2M 217,461 +1,268 +0.6%
Renaissance Technologies
14
Renaissance Technologies
New York
$38.7M 190,461 +24,985 +15%
Principal Financial Group
15
Principal Financial Group
Iowa
$38.7M 190,232 -7,246 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31M 152,752 -7,368 -5%
Northern Trust
17
Northern Trust
Illinois
$31M 152,552 +3,334 +2%
Charles Schwab
18
Charles Schwab
California
$27.1M 133,356 +3,352 +3%
Marshall Wace
19
Marshall Wace
United Kingdom
$26M 127,992 -2,326 -2%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$18.5M 90,872 +583 +0.6%
Wells Fargo
21
Wells Fargo
California
$18.2M 89,733 -2,990 -3%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$17.6M 86,809 -480 -0.5%
Man Group
23
Man Group
United Kingdom
-30,207 Closed
DDC
24
DF Dent & Co
Maryland
$15.3M 75,381 -844 -1%
Squarepoint
25
Squarepoint
New York
$13.6M 67,130 +40,852 +155%