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Valaris

332 hedge funds and large institutions have $3.16B invested in Valaris in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 104 increasing their positions, 111 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

18% more capital invested

Capital invested by funds: $2.68B → $3.16B (+$482M)

3.44% more ownership

Funds ownership: 89.59%93.03% (+3.4%)

3% more funds holding

Funds holding: 322332 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 111

37% less call options, than puts

Call options by funds: $96.7M | Put options by funds: $154M

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
4.36%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
62
Increased
104
Reduced
111
Closed
52
Calls
$96.7M
Puts
$154M
Net Calls
-$57.3M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$387M -$1.36M -27,876 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M -$1.62M -33,114 -0.5%
OHA
3
Oak Hill Advisors
New York
$234M
LIM
4
Lingotto Investment Management
United Kingdom
$181M +$2.68M +55,029 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$148M +$11.2M +229,956 +8%
State Street
6
State Street
Massachusetts
$123M -$1.47M -30,041 -1%
SG
7
SCHF (GPE)
Wyoming
$90M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$78.3M +$644K +13,197 +0.8%
Morgan Stanley
9
Morgan Stanley
New York
$69.6M +$5.42M +111,037 +8%
American Century Companies
10
American Century Companies
Missouri
$62.1M +$28.9M +592,971 +87%
CM
11
Condire Management
Texas
$56.5M
Fidelity International
12
Fidelity International
Bermuda
$53.9M +$1.37M +28,173 +3%
DS
13
Dalal Street
Texas
$52M -$39.9M -817,522 -43%
UBS Group
14
UBS Group
Switzerland
$51.9M +$198K +4,059 +0.4%
Goldman Sachs
15
Goldman Sachs
New York
$49M +$18.3M +374,758 +59%
PIM
16
Platinum Investment Management
Australia
$47M -$9.01M -184,815 -16%
WIM
17
Waverton Investment Management
United Kingdom
$47M +$198K +4,056 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44.6M +$44.6M +915,185 New
GRA
19
Goehring & Rozencwajg Associates
New York
$44M +$22.9M +470,419 +109%
SG
20
Sourcerock Group
Colorado
$42.9M +$42.9M +880,215 New
Northern Trust
21
Northern Trust
Illinois
$41.5M +$259K +5,316 +0.6%
SWGC
22
Summit Wealth Group (Colorado)
Colorado
$39.2M +$62.7M +1,285,176 New
VanEck Associates
23
VanEck Associates
New York
$36.2M -$4.72M -96,793 -12%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$35.1M -$280K -5,748 -0.8%
MCM
25
Moerus Capital Management
New York
$34.5M +$15.3K +313 +0%

VAL Hedge Fund Activity: Q3 2025 in Review

332 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Valaris (VAL) for Q3 2025, worth a combined $3.16B — up 18% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VAL positions and 52 closed out — a net gain of 10 holders — while 104 added to existing stakes and 111 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $62.7M. The largest seller was Dalal Street, cutting an estimated $39.9M.

  • 332 institutional investors held Valaris (VAL) as of Q3 2025, up from 322 in Q2 2025.
  • Funds reported $3.16B of Valaris stock for Q3 2025, up 18% quarter-over-quarter.
  • 62 funds opened new Valaris positions in Q3 2025 and 52 closed out, a net change of +10 holders.
  • The largest Valaris buyer in Q3 2025 was Summit Wealth Group (Colorado), an estimated $62.7M added.
  • The largest Valaris seller in Q3 2025 was Dalal Street, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2025.