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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
5.09%
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
GWM
326
Geneos Wealth Management
Colorado
$60.8K -$10.4K -300 -14%
WTC
327
WhitTier Trust Company
Nevada
$55.6K
VC
328
Vestor Capital
Illinois
$55K +$35.8K +1,035 +169%
MHR
329
Matthew Hamilton Rosenberg
$44.8K
PWA
330
Physician Wealth Advisors
Utah
$42.6K
CMA
331
Cedar Mountain Advisors
Oregon
$42.4K +$43.5K +1,259 New
SAM
332
Smartleaf Asset Management
Massachusetts
$41.7K +$27.6K +798 +174%
ADL
333
Asset Dedication LLC
California
$41.1K
GI
334
GAMMA Investing
California
$34.6K +$23.1K +667 +186%
MWPCG
335
Measured Wealth Private Client Group
New Hampshire
$28.4K +$29.2K +843 New
CHC
336
City Holding Co
West Virginia
$27.7K
PWAM
337
Private Wealth Asset Management
Iowa
$25.8K
Walleye Capital
338
Walleye Capital
New York
$25.3K +$26K +751 New
NECFA
339
New England Capital Financial Advisors
Connecticut
$23.1K
BG
340
Bollard Group
Massachusetts
$21K
Nomura Asset Management
341
Nomura Asset Management
Japan
$20.5K
EWA
342
EverSource Wealth Advisors
Alabama
$20.4K -$3.49K -101 -14%
MA
343
Montag & Associates
Georgia
$19.9K +$1.52K +44 +8%
BIAS
344
Beacon Investment Advisory Services
New Jersey
$19.2K +$19.7K +570 New
DWP
345
Destiny Wealth Partners
Florida
$17.9K +$18.3K +530 New
HNB
346
Hilltop National Bank
Wyoming
$17K
CAL
347
Capital Advisors Ltd
Ohio
$16K
Los Angeles Capital Management
348
Los Angeles Capital Management
California
$15.8K
BTI
349
Blue Trust Inc
Georgia
$15.5K -$346 -10 -2%
AA
350
Ancora Advisors
Ohio
$15.2K