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322 hedge funds and large institutions have $2.68B invested in Valaris in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 87 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 87

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

2% more funds holding

Funds holding: 317322 (+5)

3% more capital invested

Capital invested by funds: $2.6B → $2.68B (+$84.8M)

3.55% less ownership

Funds ownership: 93.15%89.59% (-3.6%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

28% less call options, than puts

Call options by funds: $101M | Put options by funds: $140M

Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
64
Increased
130
Reduced
87
Closed
56
Calls
$101M
Puts
$140M
Net Calls
-$39.2M
Net Calls Change
+$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
301
Hughes Financial Services
Virginia
$1.88K +$1.47K +39 New
BBHC
302
Brown Brothers Harriman & Co
New York
$1.81K +$1.62K +43 New
GWM
303
Geneos Wealth Management
Colorado
$1.64K -$414 -11 -22%
PWA
304
Physician Wealth Advisors
Utah
$1.6K +$1.43K +38 New
FFO
305
Fortitude Family Office
Arizona
$1.6K -$2.56K -68 -64%
PWMG
306
Prestige Wealth Management Group
New Jersey
$1.56K +$1.39K +37 New
BCMLT
307
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.43K
Jones Financial Companies
308
Jones Financial Companies
Missouri
$1.42K
PS
309
Principal Securities
Iowa
$1.22K +$940 +25 +625%
BFS
310
Bare Financial Services
Pennsylvania
$1.05K +$940 +25 New
SAM
311
Smartleaf Asset Management
Massachusetts
$753 +$376 +10 +125%
RWM
312
Rialto Wealth Management
New York
$674 +$602 +16 New
T
313
Transce3nd
Texas
$590 +$414 +11 +367%
IA
314
IFP Advisors
Florida
$547 -$38 -1 -7%
EP
315
Essential Partners
California
$505 +$451 +12 New
CPG
316
Cornerstone Planning Group
New Jersey
$334
TPWA
317
Twin Peaks Wealth Advisors
California
$93 +$75 +2 New
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$84 +$75 +2 New
HIA
319
HFM Investment Advisors
New Jersey
$42 +$38 +1 New
MP
320
Mangrove Partners
Connecticut
-$15.5M -394,843 Closed
DnB Asset Management
321
DnB Asset Management
Norway
-$13.9M -353,999 Closed
JF
322
Jump Financial
Illinois
-$6.91M -175,927 Closed
ECP
323
Empyrean Capital Partners
California
-$5.5M -140,000 Closed
CF
324
Corebridge Financial
Texas
-$4.01M -102,032 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
325
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.62M -92,300 Closed

VAL Hedge Fund Activity: Q2 2025 in Review

322 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Valaris (VAL) for Q2 2025, worth a combined $2.68B — up 3.3% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VAL positions and 56 closed out — a net gain of 8 holders — while 130 added to existing stakes and 87 trimmed.

The largest buyer was SCHF (GPE), opening a new position worth an estimated $69.4M. The largest seller was Condire Management, cutting an estimated $64.2M.

  • 322 institutional investors held Valaris (VAL) as of Q2 2025, up from 317 in Q1 2025.
  • Funds reported $2.68B of Valaris stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 64 funds opened new Valaris positions in Q2 2025 and 56 closed out, a net change of +8 holders.
  • The largest Valaris buyer in Q2 2025 was SCHF (GPE), an estimated $69.4M added.
  • The largest Valaris seller in Q2 2025 was Condire Management, an estimated $64.2M sold.

Based on aggregated 13F filings for Q2 2025.