Royce Value Trust
199 hedge funds and large institutions have $597M invested in Royce Value Trust in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 41 reducing their positions, and 25 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.07% less ownership
Funds ownership: 30.03% → 29.97% (-0.07%)
Holders
199
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$23.1M | |
| 2 | +$3.72M | |
| 3 | +$2.86M | |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.89M |
Top Sellers
| 1 | -$23.1M | |
| 2 | -$3.97M | |
| 3 | -$2.5M | |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.49M |
| 5 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
-$1.36M |
