Royce Global Value Trust
34 hedge funds and large institutions have $25M invested in Royce Global Value Trust in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
3% more funds holding
Funds holding: 33 → 34 (+1)
1% less capital invested
Capital invested by funds: $25.2M → $25M (-$167K)
0.75% less ownership
Funds ownership: 29.47% → 28.72% (-0.75%)
Top Buyers
Top Sellers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.22M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$618K |
| 3 |
AFG
Atomi Financial Group
New York
|
-$37.6K |
| 4 |
PMG
Private Management Group
Irvine,
California
|
-$30.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$25.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
BL
27
BFSG LLC
Irvine,
California
| $8.02K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7.46K | +$7.76K | +558 | New |
|
|
FFA
29
Farther Finance Advisors
San Francisco,
California
| $3.8K | – | – | – |
|
|
AF
30
Allworth Financial
Folsom,
California
| $2.29K | +$2.38K | +171 | New |
|
|
NSIM
31
North Star Investment Management
Chicago,
Illinois
| $1.84K | – | – | – |
|
|
SIC
32
Salem Investment Counselors
Winston Salem,
North Carolina
| $1.34K | +$1.39K | +100 | New |
|
|
ME
33
McIlrath & Eck
Arlington,
Washington
| $1.06K | – | – | – |
|
|
CSB
34
City State Bank
Norwalk,
Iowa
| $120 | – | – | – |
|
|
BTI
35
Blue Trust Inc
Alpharetta,
Georgia
| $2 | – | – | – |
|
|
CA
36
Cornerstone Advisors
Asheville,
North Carolina
| – | -$618K | -47,124 | Closed |
|
|
CT
37
Coastline Trust
Providence,
Rhode Island
| – | -$5.91K | -451 | Closed |
|
38
Bank of America
Charlotte,
North Carolina
| – | -$2.87K | -219 | Closed |
|
RGT Hedge Fund Activity: Q1 2026 in Review
34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Royce Global Value Trust (RGT) for Q1 2026, worth a combined $25M — down 0.66% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RGT positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $1.13M. The largest seller was Raymond James Financial, cutting an estimated $2.22M.
- 34 institutional investors held Royce Global Value Trust (RGT) as of Q1 2026, up from 33 in Q4 2025.
- Funds reported $25M of Royce Global Value Trust stock for Q1 2026, down 0.66% quarter-over-quarter.
- 5 funds opened new Royce Global Value Trust positions in Q1 2026 and 3 closed out, a net change of +2 holders.
- The largest Royce Global Value Trust buyer in Q1 2026 was 1607 Capital Partners, an estimated $1.13M added.
- The largest Royce Global Value Trust seller in Q1 2026 was Raymond James Financial, an estimated $2.22M sold.
Based on aggregated 13F filings for Q1 2026.