RGT

Royce Global Value Trust
RGT

34 hedge funds and large institutions have $25.5M invested in Royce Global Value Trust in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
34
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$587K
2
+$587K
3
+$393K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$324K
5
AUB
Atlantic Union Bankshares
Virginia
+$27.2K

Top Sellers

1
-$1.79M
2
-$464K
3
-$172K
4
UBS Group
UBS Group
Switzerland
-$148K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
26
BFSG LLC
California
$7.77K
CT
27
Coastline Trust
Rhode Island
$5.75K
FFA
28
Farther Finance Advisors
California
$3.63K
NSIM
29
North Star Investment Management
Illinois
$1.78K
Bank of America
30
Bank of America
North Carolina
$1.37K
SIC
31
Salem Investment Counselors
North Carolina
$1.29K
ME
32
McIlrath & Eck
Washington
$1.01K
Jones Financial Companies
33
Jones Financial Companies
Missouri
$181
CSB
34
City State Bank
Iowa
$117
GF
35
Gabelli Funds
New York
–
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
–
AC
37
Almitas Capital
California
–
SIS
38
Sound Income Strategies
Florida
–
1
2