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370 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, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $9.71M | Put options by funds: $5.4M

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

2% more funds holding

Funds holding: 364370 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 122

2.64% less ownership

Funds ownership: 92.84%90.21% (-2.6%)

8% less capital invested

Capital invested by funds: $3.2B → $2.96B (-$244M)

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
119
Reduced
122
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$515M +$13.2M +49,407 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$395M +$4.46M +16,763 +1%
APG Asset Management
3
APG Asset Management
Netherlands
$258M -$135M -507,542 -32%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$137M -$832K -3,124 -0.6%
State Street
5
State Street
Massachusetts
$132M +$6M +22,529 +4%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$96.8M -$40M -150,288 -27%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$93.6M +$2.04M +7,664 +2%
Ameriprise
8
Ameriprise
Minnesota
$81.7M -$9.43M -35,387 -10%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$77.5M -$636K -2,389 -0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$70.6M -$1.09M -4,079 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$55.2M +$613K +2,300 +1%
Norges Bank
12
Norges Bank
Norway
$54.6M +$513K +1,925 +0.9%
GCM
13
Geneva Capital Management
Wisconsin
$50.7M -$683K -2,564 -1%
Morgan Stanley
14
Morgan Stanley
New York
$45.1M -$1.78M -6,667 -3%
First Trust Advisors
15
First Trust Advisors
Illinois
$43.6M -$3.01M -11,304 -6%
Northern Trust
16
Northern Trust
Illinois
$39.1M -$5.12M -19,208 -11%
Millennium Management
17
Millennium Management
New York
$38.4M +$28.4M +106,617 +207%
Charles Schwab
18
Charles Schwab
California
$36.5M +$1.36M +5,095 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$31.5M +$515K +1,932 +2%
Goldman Sachs
20
Goldman Sachs
New York
$28.4M +$7.12M +26,748 +30%
Principal Financial Group
21
Principal Financial Group
Iowa
$27.7M +$1.62M +6,073 +6%
Marshall Wace
22
Marshall Wace
United Kingdom
$25.3M +$9.92M +37,247 +55%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$20.1M -$501K -1,881 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$19.8M +$7.37M +27,684 +51%
Wells Fargo
25
Wells Fargo
California
$19.2M -$374K -1,405 -2%

WDFC Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2024, worth a combined $2.96B — down 7.6% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WDFC positions and 35 closed out — a net gain of 12 holders — while 119 added to existing stakes and 122 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was APG Asset Management, cutting an estimated $135M.

  • 370 institutional investors held WD-40 (WDFC) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $2.96B of WD-40 stock for Q4 2024, down 7.6% quarter-over-quarter.
  • 47 funds opened new WD-40 positions in Q4 2024 and 35 closed out, a net change of +12 holders.
  • The largest WD-40 buyer in Q4 2024 was Millennium Management, an estimated $28.4M added.
  • The largest WD-40 seller in Q4 2024 was APG Asset Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.