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Valvoline

407 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 49 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:

1% less funds holding

Funds holding: 410407 (-3)

4% less capital invested

Capital invested by funds: $5.21B → $4.98B (-$226M)

11% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 141

Holders
407
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
SL
376
Salomon & Ludwin
Virginia
$3.33K
LI
377
LRI Investments
Florida
$3.19K
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$3.02K
GRP
379
Global Retirement Partners
California
$2.66K
CSC
380
Caldwell Sutter Capital
California
$2.66K
JWA
381
JFS Wealth Advisors
Pennsylvania
$2.41K
TFGT
382
TS Financial Group (TSFG)
Illinois
$2K
BFS
383
Bare Financial Services
Pennsylvania
$1.98K
HNW
384
High Note Wealth
Minnesota
$1.8K
BBPWM
385
Blue Bell Private Wealth Management
Pennsylvania
$1.76K
PWMG
386
Private Wealth Management Group
New Jersey
$1.69K
WA
387
Westfuller Advisors
New York
$1.42K
FFO
388
Fortitude Family Office
Arizona
$1.29K
HNB
389
Huntington National Bank
Ohio
$1.26K
AAS
390
Ameritas Advisory Services
Nebraska
$1.22K
BWL
391
Bogart Wealth LLC
Virginia
$1K
SWM
392
Spire Wealth Management
Virginia
$1K
FIA
393
FNY Investment Advisers
New York
$1K
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$737
CH
395
Cromwell Holdings
Wyoming
$647
CFD
396
Creative Financial Designs
Indiana
$610
JWM
397
JPL Wealth Management
Colorado
$539
SIC
398
SJS Investment Consulting
Ohio
$467
RWM
399
Rialto Wealth Management
New York
$467
FC
400
Financial Consulate
Maryland
$467