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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
5.08%
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
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$3.84K
IA
377
IFP Advisors
Florida
$3.74K -$207 -6 -5%
JFA
378
JNBA Financial Advisors
Minnesota
$3.57K +$3.67K +106 New
BIA
379
Bell Investment Advisors
California
$3.3K
WTA
380
Washington Trust Advisors
Massachusetts
$3.24K +$3.32K +96 New
KFAS
381
Keating Financial Advisory Services
Kansas
$3.13K +$1.97K +57 +158%
LI
382
LRI Investments
Florida
$2.96K -$35 -1 -1%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$2.83K
ECA
384
Elevated Capital Advisors
Utah
$2.69K
FFO
385
Fortitude Family Office
Arizona
$2.66K +$2.08K +60 +316%
CSC
386
Caldwell Sutter Capital
California
$2.49K
CT
387
Clearstead Trust
Maine
$2.32K +$2.39K +69 New
JWA
388
JFS Wealth Advisors
Pennsylvania
$2.16K -$1.04K -30 -32%
TFGT
389
TS Financial Group (TSFG)
Illinois
$2K
HNW
390
High Note Wealth
Minnesota
$1.72K +$1.76K +51 New
AFC
391
Ares Financial Consulting
California
$1.67K +$1.69K +49 New
BHWM
392
Bay Harbor Wealth Management
Maryland
$1.28K +$899 +26 +217%
CA
393
Clearstead Advisors
Ohio
$1.18K -$65.2K -1,886 -98%
TPWA
394
Twin Peaks Wealth Advisors
California
$977 +$1K +29 New
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$809 +$277 +8 +50%
BCM
396
Boreal Capital Management
Florida
$808
BGAI
397
Bruce G. Allen Investments
Colorado
$808 +$207 +6 +33%
WA
398
Westfuller Advisors
New York
$797 -$519 -15 -38%
SIC
399
SJS Investment Consulting
Ohio
$640 +$311 +9 +90%
CH
400
Cromwell Holdings
Wyoming
$606

VVV Hedge Fund Activity: Q1 2026 in Review

413 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2026, worth a combined $5.03B — up 20% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VVV positions and 37 closed out — a net gain of 49 holders — while 163 added to existing stakes and 108 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $49.4M. The largest seller was Citadel Advisors, cutting an estimated $56.4M.

  • 413 institutional investors held Valvoline (VVV) as of Q1 2026, up from 370 in Q4 2025.
  • Funds reported $5.03B of Valvoline stock for Q1 2026, up 20% quarter-over-quarter.
  • 86 funds opened new Valvoline positions in Q1 2026 and 37 closed out, a net change of +49 holders.
  • The largest Valvoline buyer in Q1 2026 was Canada Pension Plan Investment Board, an estimated $49.4M added.
  • The largest Valvoline seller in Q1 2026 was Citadel Advisors, an estimated $56.4M sold.

Based on aggregated 13F filings for Q1 2026.