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Value Line
VALU

Overview Fund Activity

47 hedge funds and large institutions have $20.5M invested in Value Line in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$663K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$462K
3
OC
3
Oppenheimer & Co
New York
$848K
4
Barclays
4
Barclays
United Kingdom
$53K
5
TRCT
5
Tower Research Capital (TRC)
New York
$19.3K

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$4.33M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.79M
3
CCM
3
Cloud Capital Management
Washington
$0
4
BlackRock
4
BlackRock
New York
$3.16M
5
CICI
5
Capital Investment Counsel Inc
North Carolina
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$15.7K 400 – –
Fidelity Investments
27
Fidelity Investments
Massachusetts
$12K 306 +17 +6%
Citigroup
28
Citigroup
New York
$11.2K 287 -277 -49%
NB
29
NBT Bank
New York
$11K 280 – –
Nisa Investment Advisors
30
Nisa Investment Advisors
Missouri
$9.63K 246 – –
UBS Group
31
UBS Group
Switzerland
$9.36K 239 -375 -61%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$7K 168 +80 +91%
HI
33
Harbour Investments
Wisconsin
$4.93K 126 – –
AIP
34
Ameritas Investment Partners
Nebraska
$3.56K 91 – –
Legal & General Group
35
Legal & General Group
United Kingdom
$3.37K 86 – –
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$3.37K 86 +31 +56%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$2.27K 58 – –
HCA
38
Harbor Capital Advisors
Illinois
$2K 45 – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2K 44 +10 +29%
GI
40
GAMMA Investing
California
$1.33K 34 +21 +162%
AB
41
Amalgamated Bank
New York
$1K 33 – –
Russell Investments Group
42
Russell Investments Group
United Kingdom
$117 3 -76 -96%
SCM
43
Sterling Capital Management
North Carolina
$117 3 +1 +50%
EWA
44
EverSource Wealth Advisors
Alabama
$78 2 – –
SS
45
SBI Securities
Japan
$39 1 – –
IA
46
IFP Advisors
Florida
$39 1 +1 New
CCM
47
Cloud Capital Management
Washington
– – -3,299 Closed
CF
48
Corebridge Financial
Texas
– – -390 Closed
NC
49
NewSquare Capital
Pennsylvania
– – -83 Closed
C
50
Covestor
United Kingdom
$0 11 -7 -39%
1
2