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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
Jones Financial Companies
301
Jones Financial Companies
Missouri
$154K +$4.92K +129 +3%
IBOK
302
Independence Bank of Kentucky
Kentucky
$144K
WAS
303
Winch Advisory Services
Wisconsin
$141K
NA
304
NewEdge Advisors
Louisiana
$134K -$75K -1,964 -35%
AF
305
Allworth Financial
California
$123K +$56.9K +1,491 +77%
SAM
306
Shell Asset Management
Netherlands
$116K -$145K -3,786 -54%
KBC Group
307
KBC Group
Belgium
$116K
SO
308
STRS Ohio
Ohio
$109K +$38 +1 +0%
IWA
309
Icon Wealth Advisors
Texas
$106K -$63K -1,651 -36%
PTC
310
Private Trust Company
Ohio
$104K
IA
311
IFP Advisors
Florida
$103K +$14.5K +379 +15%
HFS
312
Hantz Financial Services
Michigan
$102K +$15.4K +404 +17%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$99K -$611 -16 -0.6%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$98K -$17.6K -462 -14%
S
315
SignatureFD
Georgia
$97.7K -$458 -12 -0.4%
KFI
316
Key Financial Inc
Pennsylvania
$96K
1IA
317
1620 Investment Advisors
Massachusetts
$91.2K -$4.28K -112 -4%
GI
318
GAMMA Investing
California
$84.3K +$11.6K +304 +15%
WT
319
Whittier Trust
California
$79.5K
GWM
320
Geneos Wealth Management
Colorado
$75.6K -$25K -656 -24%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$62.5K +$66.5K +1,741 New
QL
322
Quarry LP
New York
$60.1K +$63.9K +1,673 New
VC
323
Vestor Capital
Illinois
$59K -$25K -654 -28%
WTC
324
WhitTier Trust Company
Nevada
$58.9K -$2.48K -65 -4%
UB
325
UMB Bank
Missouri
$56.9K +$1.11K +29 +2%