Royce Global Value Trust
35 hedge funds and large institutions have $25.5M invested in Royce Global Value Trust in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 32 → 35 (+3)
3% more capital invested
Capital invested by funds: $24.7M → $25.5M (+$756K)
2.13% less ownership
Funds ownership: 32.34% → 30.21% (-2.1%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Atomi Financial Group
New York
|
+$568K |
| 2 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$568K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$380K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$314K |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$26.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.73M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$450K |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$172K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$147K |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
-$146K |
RGT Hedge Fund Activity: Q3 2025 in Review
35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Royce Global Value Trust (RGT) for Q3 2025, worth a combined $25.5M — up 3.1% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RGT positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Atomi Financial Group, opening a new position worth an estimated $568K. The largest seller was Raymond James Financial, cutting an estimated $1.73M.
- 35 institutional investors held Royce Global Value Trust (RGT) as of Q3 2025, up from 32 in Q2 2025.
- Funds reported $25.5M of Royce Global Value Trust stock for Q3 2025, up 3.1% quarter-over-quarter.
- 7 funds opened new Royce Global Value Trust positions in Q3 2025 and 4 closed out, a net change of +3 holders.
- The largest Royce Global Value Trust buyer in Q3 2025 was Atomi Financial Group, an estimated $568K added.
- The largest Royce Global Value Trust seller in Q3 2025 was Raymond James Financial, an estimated $1.73M sold.
Based on aggregated 13F filings for Q3 2025.