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Valvoline

411 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, 126 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,448% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $488K

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

1.01% more ownership

Funds ownership: 108.11%109.12% (+1%)

0% more funds holding

Funds holding: 410411 (+1)

4% less capital invested

Capital invested by funds: $5.2B → $4.98B (-$223M)

11% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 141

Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
56
Increased
126
Reduced
141
Closed
48
Calls
$7.55M
Puts
$488K
Net Calls
+$7.06M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
276
Utah Retirement Systems
Utah
$246K
SIC
277
Salem Investment Counselors
North Carolina
$244K
SL
278
Summitry LLC
California
$243K +$36.1K +947 +16%
PAG
279
Private Advisor Group
New Jersey
$240K -$124K -3,238 -33%
CCM
280
Coldstream Capital Management
Washington
$236K -$31.8K -834 -11%
FRM
281
Fox Run Management
Connecticut
$235K +$250K +6,553 New
KAS
282
Kestra Advisory Services
Texas
$228K +$6.45K +169 +3%
WRPWM
283
Werba Rubin Papier Wealth Management
California
$227K +$458 +12 +0.2%
SPA
284
Sherbrooke Park Advisers
New York
$225K +$240K +6,277 New
MWM
285
Meridian Wealth Management
Kentucky
$225K -$38.2K -1,000 -14%
HSBC Holdings
286
HSBC Holdings
United Kingdom
$222K -$1.25M -32,632 -84%
BC
287
Burney Company
Virginia
$217K
GT
288
Glenview Trust
Kentucky
$217K
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$217K
EF
290
Empowered Funds
Pennsylvania
$216K +$229K +6,011 New
SFA
291
Sequoia Financial Advisors
Ohio
$214K +$5.8K +152 +3%
ST
292
Smithfield Trust
Pennsylvania
$213K
DIA
293
Dana Investment Advisors
Wisconsin
$209K +$222K +5,818 New
BOPW
294
Brandywine Oak Private Wealth
Pennsylvania
$209K
ECM
295
Evergreen Capital Management
Washington
$208K +$221K +5,792 New
WG
296
Welch Group
Alabama
$206K +$219K +5,736 New
SLAM
297
Swiss Life Asset Management
$204K +$216K +5,670 New
LWAM
298
Legacy Wealth Asset Management
Minnesota
$201K -$17.1K -447 -7%
TRCT
299
Tower Research Capital (TRC)
New York
$181K -$136K -3,554 -41%
AssetMark Inc
300
AssetMark Inc
California
$159K -$1.3M -34,138 -88%