We are live on ! Find out more
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
SF
1
Symphony Financial
Texas
$389K +$5.93K +1,009 +1%
Morgan Stanley
2
Morgan Stanley
New York
$340K +$215K +36,542 +153%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$274K +$113K +19,307 +66%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$176K -$846 -144 -0.5%
SWM
5
Selective Wealth Management
Virginia
$127K -$13.4K -2,289 -10%
Citadel Advisors
6
Citadel Advisors
Florida
$105K +$110K +18,740 New
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$101K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$97K +$8.24K +1,403 +9%
Marshall Wace
9
Marshall Wace
United Kingdom
$74.6K -$11.7K -1,996 -13%
GCP
10
GSA Capital Partners
United Kingdom
$69K -$184K -31,391 -72%
Cerity Partners
11
Cerity Partners
New York
$65K +$68.1K +11,600 New
AF
12
Allworth Financial
California
$53.4K
SC
13
SouthState Corp
Florida
$22.1K
Bank of America
14
Bank of America
North Carolina
$18.3K -$1.18K -200 -6%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$15.3K +$16K +2,727 New
GWSG
16
GPS Wealth Strategies Group
Colorado
$5.62K
UBS Group
17
UBS Group
Switzerland
$5.04K +$3.22K +549 +158%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.82K
NECFA
19
New England Capital Financial Advisors
Connecticut
$3.93K
IWM
20
Inlight Wealth Management
Georgia
$2.8K
Wells Fargo
21
Wells Fargo
California
$5
ASN
22
Advisory Services Network
Georgia
$3
Group One Trading
23
Group One Trading
Illinois
-$56.7K -9,660 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$29K -5,000 Closed
Simplex Trading
25
Simplex Trading
Illinois
-$17.6K -2,990 -97%

MVO Hedge Fund Activity: Q3 2025 in Review

22 of the 7,619 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.