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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
ADL
326
Asset Dedication LLC
California
$43.8K
PA
327
Parallel Advisors
California
$40.8K
LFG
328
Larson Financial Group
Missouri
$40.4K
BC
329
Bayforest Capital
United Kingdom
$39K
CIAM
330
Caitong International Asset Management
Hong Kong
$37.7K
EWA
331
EverSource Wealth Advisors
Alabama
$34.5K
AAP
332
Arax Advisory Partners
Colorado
$34.3K
CHC
333
City Holding Co
West Virginia
$29.5K
PWAM
334
Private Wealth Asset Management
Iowa
$27.5K
CB
335
Community Bank
New York
$27.2K
MPW
336
MASECO Private Wealth
$26K
NECFA
337
New England Capital Financial Advisors
Connecticut
$24.6K
FFA
338
Frazier Financial Advisors
Ohio
$23K
BG
339
Bollard Group
Massachusetts
$22K
Nomura Asset Management
340
Nomura Asset Management
Japan
$21.9K
CA
341
Clearstead Advisors
Ohio
$21K
VCM
342
Versant Capital Management
Arizona
$21K
PFBT
343
Parkside Financial Bank & Trust
Missouri
$20.3K
TIM
344
Tortoise Investment Management
New York
$19.7K
MA
345
Montag & Associates
Georgia
$19.7K
SPIA
346
Steward Partners Investment Advisory
New York
$19.1K
FMP
347
Financial Management Professionals
Texas
$18.9K
HNB
348
Hilltop National Bank
Wyoming
$18.1K
CAL
349
Capital Advisors Ltd
Ohio
$18K
DB
350
Danske Bank
Denmark
$18K