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Valvoline

402 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, 124 increasing their positions, 140 reducing their positions, and 47 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:

4% less capital invested

Capital invested by funds: $5.21B → $4.98B (-$227M)

1% less funds holding

Funds holding: 408402 (-6)

11% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 140

Holders
402
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
CSC
376
Caldwell Sutter Capital
California
$2.66K
JWA
377
JFS Wealth Advisors
Pennsylvania
$2.41K
TFGT
378
TS Financial Group (TSFG)
Illinois
$2K
BFS
379
Bare Financial Services
Pennsylvania
$1.98K
HNW
380
High Note Wealth
Minnesota
$1.8K
BBPWM
381
Blue Bell Private Wealth Management
Pennsylvania
$1.76K
PWMG
382
Private Wealth Management Group
New Jersey
$1.69K
WA
383
Westfuller Advisors
New York
$1.42K
FFO
384
Fortitude Family Office
Arizona
$1.29K
HNB
385
Huntington National Bank
Ohio
$1.26K
AAS
386
Ameritas Advisory Services
Nebraska
$1.22K
BWL
387
Bogart Wealth LLC
Virginia
$1K
SWM
388
Spire Wealth Management
Virginia
$1K
DPW
389
DiNuzzo Private Wealth
Pennsylvania
$737
CH
390
Cromwell Holdings
Wyoming
$647
CFD
391
Creative Financial Designs
Indiana
$610
JWM
392
JPL Wealth Management
Colorado
$539
SIC
393
SJS Investment Consulting
Ohio
$467
RWM
394
Rialto Wealth Management
New York
$467
FC
395
Financial Consulate
Maryland
$467
VWA
396
Valued Wealth Advisors
Utah
$435
HIA
397
HFM Investment Advisors
New Jersey
$323
BHWM
398
Bay Harbor Wealth Management
Maryland
$323
MCM
399
Manchester Capital Management
Vermont
$180
TFA
400
Transamerica Financial Advisors
Florida
$180