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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
RFP
351
Root Financial Partners
California
$13.1K +$5.57K +161 +71%
PA
352
Parallel Advisors
California
$12.1K +$2.52K +73 +26%
MA
353
MCF Advisors
Kentucky
$10.7K
PWPS
354
Pinnacle Wealth Planning Services
Ohio
$10.4K +$3.63K +105 +52%
RIL
355
Rothschild Investment LLC
Illinois
$10.3K +$10.6K +307 New
CI
356
CX Institutional
Indiana
$10K
AF
357
Advisornet Financial
Minnesota
$9.23K
KTC
358
Kentucky Trust Company
Kentucky
$9.23K
OCWP
359
Owl Creek Wealth Partners
Colorado
$7.24K +$7.43K +215 New
IA
360
IFG Advisory
Georgia
$6.97K +$7.16K +207 New
MO
361
McMillan Office
Michigan
$6.84K
VCM
362
Versant Capital Management
Arizona
$6.3K -$553 -16 -8%
Mitsubishi UFJ Asset Management
363
Mitsubishi UFJ Asset Management
Japan
$6.2K
ZBNA
364
Zions Bancorporation, National Association
Utah
$5.73K +$5.88K +170 New
C
365
Covestor
United Kingdom
$5K -$4.08K -118 -44%
SPIA
366
Steward Partners Investment Advisory
New York
$4.92K +$899 +26 +22%
MWA
367
Miller Wealth Advisors
Colorado
$4.61K
BWA
368
Basecamp Wealth Advisors
Washington
$4.58K
HNB
369
Huntington National Bank
Ohio
$4.58K +$3.77K +109 +404%
VNT
370
Vanguard National Trust
Pennsylvania
$4.58K +$4.7K +136 New
WA
371
Whipplewood Advisors
Colorado
$4.34K +$1.28K +37 +40%
CFO
372
CVA Family Office
Colorado
$4.31K +$4.43K +128 New
RF
373
Rossby Financial
Florida
$4.29K +$4.36K +126 New
WA
374
WPG Advisers
Maryland
$4.28K -$2.97K -86 -40%
QC
375
Quent Capital
New York
$3.97K