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
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
3% more capital invested
Capital invested by funds: $563M → $579M (+$16.8M)
0.87% more ownership
Funds ownership: 29.16% → 30.03% (+0.87%)
Holders
199
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$8.33M | |
| 2 | +$3.12M | |
| 3 | +$3.09M | |
| 4 |
CCMW
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
+$2.52M |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$1.43M |
Top Sellers
| 1 | -$7.03M | |
| 2 | -$4.33M | |
| 3 | -$2.06M | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.62M |
