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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
BlackRock
1
BlackRock
New York
$335M +$2.69M +71,511 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$257M -$11.7M -309,991 -5%
OHA
3
Oak Hill Advisors
New York
$202M +$113K +2,997 +0.1%
LIM
4
Lingotto Investment Management
United Kingdom
$154M +$1.45M +38,579 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$118M +$1.39M +37,083 +1%
State Street
6
State Street
Massachusetts
$107M -$1.55M -41,242 -2%
DS
7
Dalal Street
Texas
$79.3M +$17.2M +456,213 +32%
SG
8
SCHF (GPE)
Wyoming
$77.7M +$69.4M +1,844,568 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$67.1M +$1.97M +52,367 +3%
Morgan Stanley
10
Morgan Stanley
New York
$55.4M -$14.5M -385,270 -23%
CM
11
Condire Management
Texas
$48.8M -$64.2M -1,706,335 -60%
PIM
12
Platinum Investment Management
Australia
$48.4M -$41.5M -1,102,711 -49%
Fidelity International
13
Fidelity International
Bermuda
$45.4M +$3.19M +84,780 +9%
UBS Group
14
UBS Group
Switzerland
$44.7M -$2.68M -71,252 -6%
WIM
15
Waverton Investment Management
United Kingdom
$40.4M -$6.46M -171,745 -15%
Charles Schwab
16
Charles Schwab
California
$35.8M +$1.35M +35,844 +4%
Northern Trust
17
Northern Trust
Illinois
$35.6M +$3.16M +83,874 +11%
VanEck Associates
18
VanEck Associates
New York
$35.3M -$1.44M -38,175 -4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$31.3M -$45.9M -1,220,591 -62%
Bank of America
20
Bank of America
North Carolina
$30.8M +$11.4M +303,520 +71%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$30.6M +$24.9K +663 +0.1%
MCM
22
Moerus Capital Management
New York
$29.8M +$9.07M +241,222 +52%
American Century Companies
23
American Century Companies
Missouri
$28.7M +$21.3M +565,856 +491%
Goldman Sachs
24
Goldman Sachs
New York
$26.5M +$1.49M +39,734 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
$26.3M +$8.26M +219,536 +54%

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.