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Valvoline

417 hedge funds and large institutions have $4.43B invested in Valvoline in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 138 increasing their positions, 169 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $2.84M

3.96% more ownership

Funds ownership: 96.22%100.18% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $4.47B → $4.43B (-$35.1M)

3% less funds holding

Funds holding: 432417 (-15)

17% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 58

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 169

Holders
417
Holders Change
-15
Holders Change %
-3.47%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
138
Reduced
169
Closed
58
Calls
$5.81M
Puts
$2.84M
Net Calls
+$2.98M
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
451
ProShare Advisors
Maryland
-$218K -6,033 Closed
SRL
452
Scientech Research LLC
New Jersey
-$208K -5,747 Closed
NW
453
NewEdge Wealth
Pennsylvania
-$200K -5,538 Closed
DZ Bank
454
DZ Bank
Germany
-$197K -5,435 Closed
RS
455
R Squared
Hong Kong
-$136K -3,760 Closed
GM
456
GeoWealth Management
Illinois
-$101K -2,798 Closed
Walleye Trading
457
Walleye Trading
New York
-$44.7K -1,236 Closed
CFGS
458
Concourse Financial Group Securities
Alabama
-$35.4K -984 Closed
LFA
459
LGT Financial Advisors
Texas
-$23.7K -655 Closed
CT
460
Colonial Trust
South Carolina
-$11.7K -323 Closed
LDB
461
Lee, Danner & Bass
Tennessee
-$8.61K -238 Closed
GPFA
462
Game Plan Financial Advisors
Ohio
-$7.24K -200 Closed
RIL
463
Rothschild Investment LLC
Illinois
-$5.86K -162 Closed
ETC
464
Exchange Traded Concepts
Oklahoma
-$5.46K -151 Closed
BBHC
465
Brown Brothers Harriman & Co
New York
-$3.44K -95 Closed
HNW
466
High Note Wealth
Minnesota
-$3.44K -95 Closed
CA
467
CoreCap Advisors
Michigan
-$3.26K -90 Closed
Group One Trading
468
Group One Trading
Illinois
-$3.21K -88 Closed
MCM
469
MidAtlantic Capital Management
Virginia
-$2.86K -79 Closed
JFA
470
JNBA Financial Advisors
Minnesota
-$1.01K -28 Closed
CWP
471
Concord Wealth Partners
Virginia
-$941 -26 Closed
TPCW
472
TD Private Client Wealth
New York
-$724 -20 Closed
CIAM
473
Caitong International Asset Management
Hong Kong
-$543 -15 Closed
T
474
Transce3nd
Texas
-$253 -7 Closed
AWM
475
Avior Wealth Management
Nebraska
-$36 -1 Closed

VVV Hedge Fund Activity: Q1 2025 in Review

417 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2025, worth a combined $4.43B — down 0.79% from $4.47B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of VVV and 48 opened new positions — a net loss of 10 holders — while 169 trimmed existing stakes and 138 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $86.8M. The largest seller was Congress Asset Management, cutting an estimated $124M.

  • 417 institutional investors held Valvoline (VVV) as of Q1 2025, down from 432 in Q4 2024.
  • Funds reported $4.43B of Valvoline stock for Q1 2025, down 0.79% quarter-over-quarter.
  • 48 funds opened new Valvoline positions in Q1 2025 and 58 closed out, a net change of -10 holders.
  • The largest Valvoline buyer in Q1 2025 was Boston Partners, an estimated $86.8M added.
  • The largest Valvoline seller in Q1 2025 was Congress Asset Management, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.