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Valvoline

410 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

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:

0% more funds holding

Funds holding: 409410 (+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
410
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 +$77.3M
2 +$59.6M
3 +$34.5M
4
Morgan Stanley
Morgan Stanley
New York
+$26M
5
Marshall Wace
Marshall Wace
United Kingdom
+$20M

Top Sellers

1 -$93.3M
2 -$50M
3 -$38.2M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$34.8M
5
Goldman Sachs
Goldman Sachs
New York
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$55.5K
WANY
327
Wealthspire Advisors (New York)
New York
$50.5K
SC
328
Steph & Co
Wisconsin
$50.1K
MHR
329
Matthew Hamilton Rosenberg
$47.8K
PWA
330
Physician Wealth Advisors
Utah
$45.4K
ADL
331
Asset Dedication LLC
California
$43.8K
PA
332
Parallel Advisors
California
$40.8K
LFG
333
Larson Financial Group
Missouri
$40.4K
BC
334
Bayforest Capital
United Kingdom
$39K
CIAM
335
Caitong International Asset Management
Hong Kong
$37.7K
EWA
336
EverSource Wealth Advisors
Alabama
$34.5K
AAP
337
Arax Advisory Partners
Colorado
$34.3K
CHC
338
City Holding Co
West Virginia
$29.5K
PWAM
339
Private Wealth Asset Management
Iowa
$27.5K
CB
340
Community Bank
New York
$27.2K
MPW
341
MASECO Private Wealth
$26K
NECFA
342
New England Capital Financial Advisors
Connecticut
$24.6K
FFA
343
Frazier Financial Advisors
Ohio
$23K
BG
344
Bollard Group
Massachusetts
$22K
Nomura Asset Management
345
Nomura Asset Management
Japan
$21.9K
CA
346
Clearstead Advisors
Ohio
$21K
VCM
347
Versant Capital Management
Arizona
$21K
PFBT
348
Parkside Financial Bank & Trust
Missouri
$20.3K
TIM
349
Tortoise Investment Management
New York
$19.7K
MA
350
Montag & Associates
Georgia
$19.7K