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Valhi
VHI

63 hedge funds and large institutions have $20.3M invested in Valhi in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

9% more funds holding

Funds holding: 58 → 63 (+5)

0.15% less ownership

Funds ownership: 4.71% → 4.56% (-0.15%)

5% less capital invested

Capital invested by funds: $21.5M → $20.3M (-$1.17M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
+$242K
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$56K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$47.7K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$34.8K
5
UBS Group
UBS Group
Switzerland
+$25.4K

Top Sellers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$344K
2
OSAM
O'Shaughnessy Asset Management
Connecticut
-$177K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$152K
4
SO
STRS Ohio
Ohio
-$109K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$80.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$2.6K +$2.76K +165 New
Osaic Holdings
52
Osaic Holdings
Arizona
$1.93K – – –
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$1.34K – – –
AB
54
Amalgamated Bank
New York
$1K – – –
SS
55
SBI Securities
Japan
$757 – – –
Optiver Holding
56
Optiver Holding
Netherlands
$726 +$771 +46 New
TFA
57
Transamerica Financial Advisors
Florida
$331 +$352 +21 New
HNB
58
Hilltop National Bank
Wyoming
$189 – – –
OC
59
Oakworth Capital
Alabama
$126 +$134 +8 New
EP
60
Essential Partners
California
$79 +$50 +3 +150%
EWA
61
EverSource Wealth Advisors
Alabama
$79 +$50 +3 +150%
TWD
62
True Wealth Design
Ohio
$32 – – –
Raymond James Financial
63
Raymond James Financial
Florida
– -$30.7K -1,900 Closed
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$24.3K -1,504 Closed
US Bancorp
65
US Bancorp
Minnesota
– -$1.47K -91 Closed
1 2
3

VHI Hedge Fund Activity: Q3 2025 in Review

63 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Valhi (VHI) for Q3 2025, worth a combined $20.3M — down 5.5% from $21.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VHI positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 21 trimmed.

The largest buyer was Mission Wealth Management, opening a new position worth an estimated $242K. The largest seller was Jacobs Levy Equity Management, cutting an estimated $344K.

  • 63 institutional investors held Valhi (VHI) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $20.3M of Valhi stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 8 funds opened new Valhi positions in Q3 2025 and 3 closed out, a net change of +5 holders.
  • The largest Valhi buyer in Q3 2025 was Mission Wealth Management, an estimated $242K added.
  • The largest Valhi seller in Q3 2025 was Jacobs Levy Equity Management, an estimated $344K sold.

Based on aggregated 13F filings for Q3 2025.