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Valvoline

402 hedge funds and large institutions have $4.98B invested in Valvoline in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 47 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $5.21B → $4.98B (-$227M)

1% less funds holding

Funds holding: 408402 (-6)

11% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 140

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.55M
Puts
$488K
Net Calls
Net Calls Change

Top Buyers

1 +$72.7M
2 +$56M
3 +$32.5M
4
Morgan Stanley
Morgan Stanley
New York
+$24.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$18.8M

Top Sellers

1 -$87.8M
2 -$47M
3 -$35.9M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$34.8M
5
Goldman Sachs
Goldman Sachs
New York
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
276
Salem Investment Counselors
North Carolina
$244K
SL
277
Summitry LLC
California
$243K
PAG
278
Private Advisor Group
New Jersey
$240K
CCM
279
Coldstream Capital Management
Washington
$236K
FRM
280
Fox Run Management
Connecticut
$235K
KAS
281
Kestra Advisory Services
Texas
$228K
WRPWM
282
Werba Rubin Papier Wealth Management
California
$227K
SPA
283
Sherbrooke Park Advisers
New York
$225K
MWM
284
Meridian Wealth Management
Kentucky
$225K
HSBC Holdings
285
HSBC Holdings
United Kingdom
$222K
BC
286
Burney Company
Virginia
$217K
GT
287
Glenview Trust
Kentucky
$217K
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$217K
EF
289
Empowered Funds
Pennsylvania
$216K
SFA
290
Sequoia Financial Advisors
Ohio
$214K
ST
291
Smithfield Trust
Pennsylvania
$213K
DIA
292
Dana Investment Advisors
Wisconsin
$209K
BOPW
293
Brandywine Oak Private Wealth
Pennsylvania
$209K
ECM
294
Evergreen Capital Management
Washington
$208K
WG
295
Welch Group
Alabama
$206K
LWAM
296
Legacy Wealth Asset Management
Minnesota
$201K
TRCT
297
Tower Research Capital (TRC)
New York
$181K
AssetMark Inc
298
AssetMark Inc
California
$159K
Jones Financial Companies
299
Jones Financial Companies
Missouri
$154K
IBOK
300
Independence Bank of Kentucky
Kentucky
$144K