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MVO

MV Oil Trust

22 hedge funds and large institutions have $1.95M invested in MV Oil Trust in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.78M → $1.95M (+$170K)

0.33% more ownership

Funds ownership: 2.68%3.01% (+0.33%)

4% less funds holding

Funds holding: 2322 (-1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

71% less call options, than puts

Call options by funds: $108K | Put options by funds: $370K

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
6
Closed
4
Calls
$108K
Puts
$370K
Net Calls
-$262K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
-$576 -100 Closed
Raymond James Financial
27
Raymond James Financial
Florida
-$518 -90 Closed

MVO Hedge Fund Activity: Q3 2025 in Review

22 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2025, worth a combined $1.95M — up 9.6% from $1.78M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MVO and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $215K. The largest seller was GSA Capital Partners, cutting an estimated $184K.

  • 22 institutional investors held MV Oil Trust (MVO) as of Q3 2025, down from 23 in Q2 2025.
  • Funds reported $1.95M of MV Oil Trust stock for Q3 2025, up 9.6% quarter-over-quarter.
  • 3 funds opened new MV Oil Trust positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest MV Oil Trust buyer in Q3 2025 was Morgan Stanley, an estimated $215K added.
  • The largest MV Oil Trust seller in Q3 2025 was GSA Capital Partners, an estimated $184K sold.

Based on aggregated 13F filings for Q3 2025.