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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
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