363 hedge funds and large institutions have $3.14B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 21 closing their positions.

Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
43
Increased
116
Reduced
117
Closed
21
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$535M 2,073,758 +11,299 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$415M 1,610,921 +3,995 +0.2%
APG Asset Management
3
APG Asset Management
Netherlands
$372M 1,608,221 -175,047 -10%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$146M 566,754 -12,696 -2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$142M 549,194 +1,045 +0.2%
State Street
6
State Street
Massachusetts
$135M 523,154 +9,418 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$97.5M 378,115 +12,943 +4%
Ameriprise
8
Ameriprise
Minnesota
$95.9M 371,872 +105,604 +40%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$83M 321,760 +5,381 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$76M 294,816 -12,281 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$58.1M 225,361 -18,400 -8%
GCM
12
Geneva Capital Management
Wisconsin
$54.6M 211,624 +988 +0.5%
Morgan Stanley
13
Morgan Stanley
New York
$49.6M 192,525 +32,362 +20%
First Trust Advisors
14
First Trust Advisors
Illinois
$49.2M 190,887 -32,112 -14%
Northern Trust
15
Northern Trust
Illinois
$46.5M 180,144 +54 +0%
Charles Schwab
16
Charles Schwab
California
$37.5M 145,462 +3,960 +3%
Man Group
17
Man Group
United Kingdom
$35.1M 136,156 -32,098 -19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$33M 127,962 -14,260 -10%
Principal Financial Group
19
Principal Financial Group
Iowa
$27.8M 107,960 -1,600 -1%
JAM
20
Jupiter Asset Management
United Kingdom
$24.9M 96,694 +4,689 +5%
Goldman Sachs
21
Goldman Sachs
New York
$23.3M 90,407 +37,846 +72%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$21.9M 84,829 +710 +0.8%
Wells Fargo
23
Wells Fargo
California
$20.7M 80,315 +302 +0.4%
Marshall Wace
24
Marshall Wace
United Kingdom
$17.3M 67,184 -27,467 -29%
DDC
25
DF Dent & Co
Maryland
$17.3M 66,993 +14,358 +27%