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Valvoline

413 hedge funds and large institutions have $5.03B invested in Valvoline in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 163 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

107% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.11M

51% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 108

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more capital invested

Capital invested by funds: $4.2B → $5.03B (+$824M)

12% more funds holding

Funds holding: 370413 (+43)

3.61% more ownership

Funds ownership: 113.66%117.26% (+3.6%)

Holders
413
Holders Change
+43
Holders Change %
+11.62%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
86
Increased
163
Reduced
108
Closed
37
Calls
$2.3M
Puts
$1.11M
Net Calls
+$1.19M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
276
MML Investors Services
Massachusetts
$250K +$256K +7,411 New
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$243K -$4.05K -117 -2%
SLAM
278
Swiss Life Asset Management
$238K +$245K +7,081 New
PAM
279
Panagora Asset Management
Massachusetts
$231K +$238K +6,868 New
URS
280
Utah Retirement Systems
Utah
$231K +$237K +6,863 New
SIC
281
Salem Investment Counselors
North Carolina
$229K +$235K +6,800 New
HSBC Holdings
282
HSBC Holdings
United Kingdom
$229K +$235K +6,797 New
LTAS
283
Linden Thomas Advisory Services
North Carolina
$229K -$1.34M -38,728 -85%
SFA
284
Sequoia Financial Advisors
Ohio
$227K -$82K -2,372 -26%
CP
285
Castleview Partners
Texas
$221K +$227K +6,567 New
WRPWM
286
Werba Rubin Papier Wealth Management
California
$218K +$224K +6,487 New
PAG
287
Private Advisor Group
New Jersey
$218K -$303K -8,759 -58%
EF
288
Empowered Funds
Pennsylvania
$216K +$222K +6,424 New
AAP
289
Arax Advisory Partners
Colorado
$212K +$181K +5,231 +493%
TRCT
290
Tower Research Capital (TRC)
New York
$211K +$106K +3,075 +97%
CFG
291
Capital Financial Group
Colorado
$208K +$213K +6,166 New
IFU
292
iSAM Funds (UK)
United Kingdom
$206K +$212K +6,119 New
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$206K -$61.6K -1,781 -23%
QCG
294
Quadrant Capital Group
Ohio
$206K -$62.3K -1,801 -23%
BC
295
Burney Company
Virginia
$203K +$209K +6,041 New
MSRPS
296
Maryland State Retirement & Pension System
Maryland
$203K +$209K +6,036 New
DnB Asset Management
297
DnB Asset Management
Norway
$203K +$209K +6,035 New
FRM
298
Fox Run Management
Connecticut
$203K +$212K +6,133 New
CIA
299
Cladis Investment Advisory
Montana
$202K +$207K +6,000 New
ST
300
Smithfield Trust
Pennsylvania
$201K