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Valvoline

407 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 49 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:

1% less funds holding

Funds holding: 410407 (-3)

4% less capital invested

Capital invested by funds: $5.21B → $4.98B (-$226M)

11% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 141

Holders
407
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
WANY
326
Wealthspire Advisors (New York)
New York
$50.5K
SC
327
Steph & Co
Wisconsin
$50.1K
MHR
328
Matthew Hamilton Rosenberg
$47.8K
PWA
329
Physician Wealth Advisors
Utah
$45.4K
ADL
330
Asset Dedication LLC
California
$43.8K
PA
331
Parallel Advisors
California
$40.8K
LFG
332
Larson Financial Group
Missouri
$40.4K
BC
333
Bayforest Capital
United Kingdom
$39K
CIAM
334
Caitong International Asset Management
Hong Kong
$37.7K
EWA
335
EverSource Wealth Advisors
Alabama
$34.5K
AAP
336
Arax Advisory Partners
Colorado
$34.3K
CHC
337
City Holding Co
West Virginia
$29.5K
PWAM
338
Private Wealth Asset Management
Iowa
$27.5K
CB
339
Community Bank
New York
$27.2K
MPW
340
MASECO Private Wealth
$26K
NECFA
341
New England Capital Financial Advisors
Connecticut
$24.6K
FFA
342
Frazier Financial Advisors
Ohio
$23K
BG
343
Bollard Group
Massachusetts
$22K
Nomura Asset Management
344
Nomura Asset Management
Japan
$21.9K
CA
345
Clearstead Advisors
Ohio
$21K
VCM
346
Versant Capital Management
Arizona
$21K
PFBT
347
Parkside Financial Bank & Trust
Missouri
$20.3K
TIM
348
Tortoise Investment Management
New York
$19.7K
MA
349
Montag & Associates
Georgia
$19.7K
SPIA
350
Steward Partners Investment Advisory
New York
$19.1K