356 hedge funds and large institutions have $3.17B invested in WD-40 in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 27 closing their positions.

Holders
356
Holders Change
+11
Holders Change %
+3.19%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
108
Reduced
121
Closed
27
Calls
$15.6M
Puts
$73.2M
Net Calls
-$57.6M
Net Calls Change
-$49.6M
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$531M 2,096,626 +2,640 +0.1%
APG Asset Management
2
APG Asset Management
Netherlands
$423M 1,802,435 +50,201 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$411M 1,623,994 +6,532 +0.4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$151M 595,293 -10,006 -2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$142M 560,531 -80,328 -13%
State Street
6
State Street
Massachusetts
$131M 516,047 +8,598 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$86.2M 340,364 +19,705 +6%
CCA
8
Conestoga Capital Advisors
Pennsylvania
$80.1M 316,272 +1,910 +0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$76.3M 301,204 +702 +0.2%
First Trust Advisors
10
First Trust Advisors
Illinois
$61.7M 243,722 +229,360 +1,597%
Renaissance Technologies
11
Renaissance Technologies
New York
$61.7M 243,461 +56,400 +30%
GCM
12
Geneva Capital Management
Wisconsin
$54.7M 215,859 -1,422 -0.7%
Northern Trust
13
Northern Trust
Illinois
$47.1M 185,983 -9,748 -5%
Ameriprise
14
Ameriprise
Minnesota
$43.7M 172,578 -52,598 -23%
Principal Financial Group
15
Principal Financial Group
Iowa
$41.2M 162,629 -22,992 -12%
Morgan Stanley
16
Morgan Stanley
New York
$40.2M 158,537 -389,975 -71%
Man Group
17
Man Group
United Kingdom
$40.1M 158,455 +55,882 +54%
Norges Bank
18
Norges Bank
Norway
$38.6M 152,448 +70,059 +85%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$35.2M 138,764 -5,241 -4%
Charles Schwab
20
Charles Schwab
California
$35M 138,278 +2,157 +2%
Marshall Wace
21
Marshall Wace
United Kingdom
$26.9M 106,156 -21,787 -17%
Goldman Sachs
22
Goldman Sachs
New York
$24.7M 97,380 +46,869 +93%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$21.5M 84,755 -637 -0.7%
Wells Fargo
24
Wells Fargo
California
$21.4M 84,588 -3,603 -4%
Invesco
25
Invesco
Georgia
$21.1M 83,190 +12,992 +19%