Royce Value Trust
201 hedge funds and large institutions have $583M invested in Royce Value Trust in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 23 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
48% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 56
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
2% more funds holding
Funds holding: 198 → 201 (+3)
3% more capital invested
Capital invested by funds: $566M → $583M (+$17.1M)
0.88% more ownership
Funds ownership: 29.32% → 30.2% (+0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.12M |
| 3 |
ACM
Altium Capital Management
New York
|
+$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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$7.03M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.33M |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$2.06M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.62M |
RVT Hedge Fund Activity: Q4 2025 in Review
201 of the 8,286 institutional investors tracked by Wall St. Rank reported a position in Royce Value Trust (RVT) for Q4 2025, worth a combined $583M — up 3% from $566M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new RVT positions and 23 closed out — a net gain of 4 holders — while 83 added to existing stakes and 56 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.33M. The largest seller was Cornerstone Advisors, cutting an estimated $7.03M.
- 201 institutional investors held Royce Value Trust (RVT) as of Q4 2025, up from 198 in Q3 2025.
- Funds reported $583M of Royce Value Trust stock for Q4 2025, up 3% quarter-over-quarter.
- 27 funds opened new Royce Value Trust positions in Q4 2025 and 23 closed out, a net change of +4 holders.
- The largest Royce Value Trust buyer in Q4 2025 was Morgan Stanley, an estimated $8.33M added.
- The largest Royce Value Trust seller in Q4 2025 was Cornerstone Advisors, an estimated $7.03M sold.
Based on aggregated 13F filings for Q4 2025.