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Valvoline

411 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 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,448% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $488K

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

1.01% more ownership

Funds ownership: 108.11%109.12% (+1%)

0% more funds holding

Funds holding: 410411 (+1)

4% less capital invested

Capital invested by funds: $5.2B → $4.98B (-$223M)

11% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 141

Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
56
Increased
126
Reduced
141
Closed
48
Calls
$7.55M
Puts
$488K
Net Calls
+$7.06M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
376
Bell Investment Advisors
California
$3.52K
PS
377
Principal Securities
Iowa
$3.41K -$1.79K -47 -33%
SL
378
Salomon & Ludwin
Virginia
$3.33K +$3.55K +93 New
LI
379
LRI Investments
Florida
$3.19K
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$3.02K -$2.48K -65 -44%
GRP
381
Global Retirement Partners
California
$2.66K -$115 -3 -4%
CSC
382
Caldwell Sutter Capital
California
$2.66K
JWA
383
JFS Wealth Advisors
Pennsylvania
$2.41K
TFGT
384
TS Financial Group (TSFG)
Illinois
$2K
BFS
385
Bare Financial Services
Pennsylvania
$1.98K +$1.64K +43 +358%
HNW
386
High Note Wealth
Minnesota
$1.8K +$1.91K +50 New
BBPWM
387
Blue Bell Private Wealth Management
Pennsylvania
$1.76K
PWMG
388
Private Wealth Management Group
New Jersey
$1.69K
WA
389
Westfuller Advisors
New York
$1.42K +$1.49K +39 New
FFO
390
Fortitude Family Office
Arizona
$1.29K +$191 +5 +16%
HNB
391
Huntington National Bank
Ohio
$1.26K +$305 +8 +30%
AAS
392
Ameritas Advisory Services
Nebraska
$1.22K
BWL
393
Bogart Wealth LLC
Virginia
$1K
SWM
394
Spire Wealth Management
Virginia
$1K +$115 +3 +12%
FIA
395
FNY Investment Advisers
New York
$1K -$78.7K -2,062 -98%
BCM
396
Boreal Capital Management
Florida
$862
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$737
CH
398
Cromwell Holdings
Wyoming
$647
CFD
399
Creative Financial Designs
Indiana
$610
JWM
400
JPL Wealth Management
Colorado
$539 +$573 +15 New