Royce Value Trust
183 hedge funds and large institutions have $505M invested in Royce Value Trust in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 48 reducing their positions, and 22 closing their positions.
Holders
183
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
69
Reduced
48
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Morgan Stanley
New York
|
$90.4M |
| 2 |
2
Stifel Financial
St. Louis,
Missouri
|
$11.4M |
| 3 |
AAM
3
Advisors Asset Management
Monument,
Colorado
|
$7.46M |
| 4 |
4
Cohen & Steers
New York
|
$535K |
| 5 |
AI
5
Atria Investments
Charlotte,
North Carolina
|
$487K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
HCP
201
Hexagon Capital Partners
Rogers,
Arkansas
| – | – | -1,503 | Closed |
|
202
JPMorgan Chase & Co
New York
| – | – | -1,438 | Closed |
|
|
CCM
203
Chilton Capital Management
Houston,
Texas
| – | – | -751 | Closed |
|
|
SAM
204
Smartleaf Asset Management
Boston,
Massachusetts
| – | – | -15 | Closed |
|
|
CW
205
Curio Wealth
Annapolis,
Maryland
| – | – | -1 | Closed |
|