Royce Value Trust
192 hedge funds and large institutions have $560M invested in Royce Value Trust in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 16 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: 1 → 1 (0)
0.3% less ownership
Funds ownership: 29.32% → 29.02% (-0.3%)
Holders
192
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$22.6M | |
| 2 | +$9.42M | |
| 3 | +$9.14M | |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$3.14M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.21M |
Top Sellers
| 1 | -$7.5M | |
| 2 | -$5.15M | |
| 3 | -$4.88M | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.76M |
| 5 |
Morgan Stanley
New York
|
-$4.45M |
