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Valaris

317 hedge funds and large institutions have $2.6B invested in Valaris in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

15% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 55

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more funds holding

Funds holding: 315317 (+2)

0.04% more ownership

Funds ownership: 93.11%93.15% (+0.04%)

11% less capital invested

Capital invested by funds: $2.93B → $2.6B (-$331M)

35% less call options, than puts

Call options by funds: $81.2M | Put options by funds: $126M

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.25%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
63
Increased
118
Reduced
95
Closed
55
Calls
$81.2M
Puts
$126M
Net Calls
-$44.4M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OR
351
Olympiad Research
Connecticut
-$247K -5,573 Closed
MCP
352
Militia Capital Partners
Nevada
-$221K -5,000 Closed
PC
353
Pecaut & Co
Iowa
-$221K -5,000 Closed
AC
354
Aristides Capital
Kentucky
-$212K -4,800 Closed
SPC
355
Sigma Planning Corp
Michigan
-$205K -4,623 Closed
Cerity Partners
356
Cerity Partners
New York
-$222K -4,539 Closed
CT
357
ClearAlpha Technologies
Connecticut
-$200K -4,530 Closed
CGH
358
Crossmark Global Holdings
Texas
-$200K -4,524 Closed
CIAM
359
Caitong International Asset Management
Hong Kong
-$51.4K -1,162 Closed
Walleye Capital
360
Walleye Capital
New York
-$28.3K -660 Closed
VHAM
361
Van Hulzen Asset Management
California
-$8.85K -200 Closed
CFB
362
Cullen/Frost Bankers
Texas
-$7.7K -174 Closed
AWM
363
Avior Wealth Management
Nebraska
-$6.64K -150 Closed
FA
364
Fedenia Advisers
Wisconsin
-$3.32K -75 Closed
CA
365
Continuum Advisory
Idaho
-$3.01K -68 Closed
S
366
Sachetta
Massachusetts
-$1.28K -29 Closed
PWA
367
Physician Wealth Advisors
Utah
-$974 -22 Closed
PWMG
368
Prestige Wealth Management Group
New Jersey
-$443 -10 Closed
DPW
369
DiNuzzo Private Wealth
Pennsylvania
-$45 -1 Closed
HWM
370
Hemington Wealth Management
Virginia
+$129 +3 +100%
HFS
371
Hantz Financial Services
Michigan
+$386 +9 New
AW
372
Avion Wealth
Texas
+$943 +22 New

VAL Hedge Fund Activity: Q1 2025 in Review

317 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Valaris (VAL) for Q1 2025, worth a combined $2.6B — down 11% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VAL positions and 55 closed out — a net gain of 8 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was Platinum Investment Management, adding an estimated $61.6M. The largest seller was Fidelity Investments, cutting an estimated $50.6M.

  • 317 institutional investors held Valaris (VAL) as of Q1 2025, up from 315 in Q4 2024.
  • Funds reported $2.6B of Valaris stock for Q1 2025, down 11% quarter-over-quarter.
  • 63 funds opened new Valaris positions in Q1 2025 and 55 closed out, a net change of +8 holders.
  • The largest Valaris buyer in Q1 2025 was Platinum Investment Management, an estimated $61.6M added.
  • The largest Valaris seller in Q1 2025 was Fidelity Investments, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2025.