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Royce Value Trust
189 hedge funds and large institutions have $511M invested in Royce Value Trust in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 22 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: →
0.74% more ownership
Funds ownership: 28.7% → 29.44% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
189
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.31M | |
| 2 | +$3.34M | |
| 3 | +$2.85M | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.74M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.23M |
Top Sellers
| 1 | -$5.45M | |
| 2 | -$1.88M | |
| 3 | -$1.56M | |
| 4 |
Cohen & Steers
New York
|
-$1.48M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.23M |