Royce Global Value Trust
RGT
36 hedge funds and large institutions have $36.8M invested in Royce Global Value Trust in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
47% more capital invested
Capital invested by funds: $25M → $36.8M (+$11.8M)
10.94% more ownership
Funds ownership: 28.72% → 39.66% (+11%)
6% more funds holding
Funds holding: 34 → 36 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$6.19M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.7M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$445K |
| 4 |
SG
StoneX Group
New York
|
+$374K |
| 5 |
BI
Beckerman Institutional
Ocean Grove,
New Jersey
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$193K |
| 2 |
PMG
Private Management Group
Irvine,
California
|
-$69.7K |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$48K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15.8K |
| 5 |
AFG
Atomi Financial Group
New York
|
-$11.5K |
RGT Hedge Fund Activity: Q2 2026 in Review
36 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Royce Global Value Trust (RGT) for Q2 2026, worth a combined $36.8M — up 47% from $25M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RGT positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $6.19M. The largest seller was Shaker Financial Services, cutting an estimated $193K.
- 36 institutional investors held Royce Global Value Trust (RGT) as of Q2 2026, up from 34 in Q1 2026.
- Funds reported $36.8M of Royce Global Value Trust stock for Q2 2026, up 47% quarter-over-quarter.
- 5 funds opened new Royce Global Value Trust positions in Q2 2026 and 2 closed out, a net change of +3 holders.
- The largest Royce Global Value Trust buyer in Q2 2026 was Atlas Wealth, an estimated $6.19M added.
- The largest Royce Global Value Trust seller in Q2 2026 was Shaker Financial Services, an estimated $193K sold.
Based on aggregated 13F filings for Q2 2026.