We are live on ! Find out more
RVT icon

Royce Value Trust

199 hedge funds and large institutions have $579M invested in Royce Value Trust in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

51% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 55

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more funds holding

Funds holding: 197199 (+2)

3% more capital invested

Capital invested by funds: $562M → $579M (+$16.8M)

0.87% more ownership

Funds ownership: 29.16%30.03% (+0.87%)

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.06%
New
26
Increased
83
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$389K +$25.1K +1,563 +7%
UCI
102
Uncommon Cents Investing
Wisconsin
$384K
VIPI
103
Vista Investment Partners II
Indiana
$382K -$272 -17 -0.1%
SPC
104
Spirepoint Private Client
Florida
$381K +$44.6K +2,781 +13%
SCM
105
SOL Capital Management
Maryland
$379K -$49.8K -3,105 -12%
AF
106
Allworth Financial
California
$368K -$18.6K -1,163 -5%
DWP
107
Daymark Wealth Partners
Ohio
$352K -$31K -1,935 -8%
PAS
108
PKS Advisory Services
New York
$335K +$35.6K +2,224 +12%
KPF
109
K2 Principal Fund
Ontario, Canada
$330K +$10.7K +666 +3%
HWMG
110
Harbour Wealth Management Group
South Carolina
$312K +$311K +19,389 New
DWML
111
Decker Wealth Management LLC
Tennessee
$311K +$310K +19,331 New
SC
112
SouthState Corp
Florida
$305K
HSA
113
HBK Sorce Advisory
Pennsylvania
$293K -$31.9K -1,989 -11%
BFA
114
Beacon Financial Advisory
Ohio
$292K +$12.1K +754 +4%
RAM
115
Redmond Asset Management
Virginia
$288K
IFG
116
Independent Financial Group
California
$287K +$63.5K +3,960 +29%
CA
117
Carson Advisory
Georgia
$286K +$9.23K +576 +3%
SW
118
Simplicity Wealth
New Jersey
$286K +$285K +17,757 New
SO
119
Sierra Ocean
California
$280K
SI
120
Stephens Inc
Arkansas
$258K +$7.96K +497 +3%
KSWWM
121
Keyes Stange & Wooten Wealth Management
Florida
$253K
FC
122
FCA Corp
Texas
$251K +$7.79K +486 +3%
AGM
123
Alpine Global Management
New York
$250K +$249K +15,506 New
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$249K +$248K +15,494 New
US Bancorp
125
US Bancorp
Minnesota
$249K +$247K +15,441 New