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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
AF
301
Allworth Financial
California
$168K +$50.3K +1,454 +41%
AssetMark Inc
302
AssetMark Inc
California
$147K +$40.5K +1,171 +37%
Simplex Trading
303
Simplex Trading
Illinois
$143K +$147K +4,253 New
IBOK
304
Independence Bank of Kentucky
Kentucky
$138K +$3.46K +100 +2%
SC
305
Steph & Co
Wisconsin
$135K -$519 -15 -0.4%
WAS
306
Winch Advisory Services
Wisconsin
$132K
N
307
Natixis
France
$120K -$3.94M -114,003 -97%
KBC Group
308
KBC Group
Belgium
$109K
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$108K +$46.9K +1,357 +74%
SO
310
STRS Ohio
Ohio
$102K -$173 -5 -0.2%
PTC
311
Private Trust Company
Ohio
$98.2K +$1.38K +40 +1%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$92.3K +$16.6K +479 +21%
SN
313
Sittner & Nelson
Oregon
$91.7K +$94.2K +2,723 New
KFI
314
Key Financial Inc
Pennsylvania
$90.3K
FFA
315
Farther Finance Advisors
California
$83.9K +$74.2K +2,145 +681%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$82.1K +$2.94K +85 +4%
WT
317
Whittier Trust
California
$75K
CIAM
318
Caitong International Asset Management
Hong Kong
$73.8K +$75.3K +2,177 +14,513%
HFM
319
Harvest Fund Management
China
$70K +$71.8K +2,076 New
CA
320
CoreCap Advisors
Michigan
$69.9K +$71.8K +2,075 New
LFG
321
Larson Financial Group
Missouri
$67K +$29.8K +863 +77%
1IA
322
1620 Investment Advisors
Massachusetts
$66.3K +$173 +5 +0.3%
S
323
SignatureFD
Georgia
$66.3K +$2.77K +80 +4%
UB
324
UMB Bank
Missouri
$65.2K +$1.07K +31 +2%
ACM
325
Aster Capital Management
United Arab Emirates
$62.7K +$40K +1,157 +179%

VVV Hedge Fund Activity: Q1 2026 in Review

413 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2026, worth a combined $5.03B — up 20% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VVV positions and 37 closed out — a net gain of 49 holders — while 163 added to existing stakes and 108 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $49.4M. The largest seller was Citadel Advisors, cutting an estimated $56.4M.

  • 413 institutional investors held Valvoline (VVV) as of Q1 2026, up from 370 in Q4 2025.
  • Funds reported $5.03B of Valvoline stock for Q1 2026, up 20% quarter-over-quarter.
  • 86 funds opened new Valvoline positions in Q1 2026 and 37 closed out, a net change of +49 holders.
  • The largest Valvoline buyer in Q1 2026 was Canada Pension Plan Investment Board, an estimated $49.4M added.
  • The largest Valvoline seller in Q1 2026 was Citadel Advisors, an estimated $56.4M sold.

Based on aggregated 13F filings for Q1 2026.