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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$858K
AIP
202
Ameritas Investment Partners
Nebraska
$856K
OTL
203
Oak Thistle LLC
New York
$823K
Ensign Peak Advisors
204
Ensign Peak Advisors
Utah
$801K
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$789K
SOADOR
206
State of Alaska Department of Revenue
Alaska
$759K
ICM
207
Intrepid Capital Management
Florida
$729K
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$721K
Citigroup
209
Citigroup
New York
$709K
US Bancorp
210
US Bancorp
Minnesota
$707K
LAM
211
L2 Asset Management
Massachusetts
$696K
QT
212
Quantbot Technologies
New York
$689K
BPC
213
Bryce Point Capital
New York
$679K
NSEDCP
214
NJ State Employees Deferred Compensation Plan
New Jersey
$676K
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$652K
Universal-Beteiligungs- und Servicegesellschaft
216
Universal-Beteiligungs- und Servicegesellschaft
Germany
$630K
DT
217
Diversified Trust
Tennessee
$614K
Pacer Advisors
218
Pacer Advisors
Pennsylvania
$602K
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$601K
CCIA
220
Campbell & Co Investment Adviser
Maryland
$596K
CGH
221
Crossmark Global Holdings
Texas
$593K
KeyBank National Association
222
KeyBank National Association
Ohio
$590K
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$587K
BA
224
Bridgewater Associates
Connecticut
$582K
Teacher Retirement System of Texas
225
Teacher Retirement System of Texas
Texas
$575K