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Royce Value Trust
200 hedge funds and large institutions have $599M invested in Royce Value Trust in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
105% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 43
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
3% more capital invested
Capital invested by funds: $579M → $599M (+$19.6M)
1% more funds holding
Funds holding: 199 → 200 (+1)
0.03% more ownership
Funds ownership: 30.03% → 30.06% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Holders
200
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
88
Reduced
43
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SCM
Saba Capital Management
New York
|
-$23.1M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.97M |
| 3 |
Morgan Stanley
New York
|
-$2.5M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.49M |
| 5 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
-$1.36M |
