Royce Value Trust
184 hedge funds and large institutions have $469M invested in Royce Value Trust in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
1% less funds holding
Funds holding: 185 → 184 (-1)
6% less capital invested
Capital invested by funds: $502M → $469M (-$32.3M)
Holders
184
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$9.39M | |
| 2 | +$5.56M | |
| 3 | +$4.49M | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.99M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.59M |
Top Sellers
| 1 | -$15.8M | |
| 2 | -$3.1M | |
| 3 | -$2.49M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.66M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.55M |