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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
IFU
176
iSAM Funds (UK)
United Kingdom
$1.14M
TD Asset Management
177
TD Asset Management
Ontario, Canada
$1.11M
SOMRS
178
State of Michigan Retirement System
Michigan
$1.09M
Baird Financial Group
179
Baird Financial Group
Wisconsin
$1.08M
LRPA
180
L. Roy Papp & Associates
Arizona
$1.04M
Bessemer Group
181
Bessemer Group
New Jersey
$1.03M
XT
182
XTX Topco
Cayman Islands
$1.03M
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M
SWM
184
Sendero Wealth Management
Texas
$1.01M
CIP
185
Capital Insight Partners
Arizona
$994K
Primecap Management
186
Primecap Management
California
$992K
X
187
Xponance
Pennsylvania
$991K
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$988K
HEIP
189
Hudson Edge Investment Partners
New Jersey
$972K
EGM
190
Engineers Gate Manager
New York
$943K
Fidelity Investments
191
Fidelity Investments
Massachusetts
$935K
OPERF
192
Oregon Public Employees Retirement Fund
Oregon
$918K
KK
193
KLP Kapitalforvaltning
Norway
$916K
PCM
194
Polymer Capital Management
New York
$904K
KIM
195
Kestra Investment Management
Texas
$897K
ASN
196
Advisory Services Network
Georgia
$888K
DI
197
Diligent Investors
California
$877K
SG Americas Securities
198
SG Americas Securities
New York
$872K
HighTower Advisors
199
HighTower Advisors
Illinois
$868K
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$858K