Value Line
VALU
53 hedge funds and large institutions have $18M invested in Value Line in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 53 → 53 (0)
0.07% less ownership
Funds ownership: 5.49% → 5.42% (-0.07%)
9% less capital invested
Capital invested by funds: $19.8M → $18M (-$1.86M)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$162K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$10.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.56K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.24K |
| 5 |
UBS AM
Chicago,
Illinois
|
+$3.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$169K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$89.2K |
| 3 |
Barclays
London,
United Kingdom
|
-$40.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$21.3K |
VALU Hedge Fund Activity: Q1 2026 in Review
53 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2026, worth a combined $18M — down 9.4% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VALU positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $162K. The largest seller was Morgan Stanley, cutting an estimated $169K.
- 53 institutional investors held Value Line (VALU) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $18M of Value Line stock for Q1 2026, down 9.4% quarter-over-quarter.
- 5 funds opened new Value Line positions in Q1 2026 and 4 closed out, a net change of +1 holder.
- The largest Value Line buyer in Q1 2026 was Neuberger Berman Group, an estimated $162K added.
- The largest Value Line seller in Q1 2026 was Morgan Stanley, an estimated $169K sold.
Based on aggregated 13F filings for Q1 2026.