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Valvoline

408 hedge funds and large institutions have $5.21B invested in Valvoline in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 129 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

9.11% more ownership

Funds ownership: 99.04%108.16% (+9.1%)

6% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 69

2% less funds holding

Funds holding: 416408 (-8)

Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.27M
Puts
$3.27M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$311K
BFS
252
Bradley Foster & Sargent
Connecticut
$292K
Osaic Holdings
253
Osaic Holdings
Arizona
$290K
NAS
254
Nicolet Advisory Services
Wisconsin
$289K
QCG
255
Quadrant Capital Group
Ohio
$286K
CCM
256
Coldstream Capital Management
Washington
$281K
OIA
257
OneDigital Investment Advisors
Kansas
$275K
MWM
258
Meridian Wealth Management
Kentucky
$275K
GT
259
Greenleaf Trust
Michigan
$273K
SOW
260
State of Wyoming
Wyoming
$270K
SAM
261
Shell Asset Management
Netherlands
$266K
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$264K
PAM
263
Panagora Asset Management
Massachusetts
$262K
URS
264
Utah Retirement Systems
Utah
$260K
SIC
265
Salem Investment Counselors
North Carolina
$258K
CAU
266
Caxton Associates (UK)
$245K
Focus Partners Wealth
267
Focus Partners Wealth
Massachusetts
$240K
WRPWM
268
Werba Rubin Papier Wealth Management
California
$239K
KAS
269
Kestra Advisory Services
Texas
$235K
CPC
270
CFC Planning Company
Indiana
$233K
MML Investors Services
271
MML Investors Services
Massachusetts
$232K
BC
272
Burney Company
Virginia
$229K
GT
273
Glenview Trust
Kentucky
$229K
MSRPS
274
Maryland State Retirement & Pension System
Maryland
$229K
LWAM
275
Legacy Wealth Asset Management
Minnesota
$228K