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Value Line
VALU

49 hedge funds and large institutions have $21M invested in Value Line in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 49 → 49 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.35% less ownership

Funds ownership: 6.13% → 5.77% (-0.35%)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

31% less capital invested

Capital invested by funds: $30.5M → $21M (-$9.47M)

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OC
Oppenheimer & Co
New York
+$645K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$90.2K
3
BlackRock
BlackRock
New York
+$34.6K
4
Renaissance Technologies
Renaissance Technologies
New York
+$20.6K
5
Osaic Holdings
Osaic Holdings
Arizona
+$16.5K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$980K
2
Citadel Advisors
Citadel Advisors
Florida
-$588K
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$257K
4
Wells Fargo
Wells Fargo
California
-$247K
5
AAM
Auxier Asset Management
Oregon
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$21.8K -$2.97K -72 -11%
Mirae Asset Global ETFs Holdings
27
Mirae Asset Global ETFs Holdings
Hong Kong
$17.9K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$15.5K +$16.5K +400 New
CF
29
Corebridge Financial
Texas
$15.1K -$247 -6 -2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$11.2K +$8.73K +212 +275%
NB
31
NBT Bank
New York
$10.8K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$9.94K +$2.92K +71 +38%
Nisa Investment Advisors
33
Nisa Investment Advisors
Missouri
$9.51K +$371 +9 +4%
HI
34
Harbour Investments
Wisconsin
$4.87K – – –
AIP
35
Ameritas Investment Partners
Nebraska
$3.52K – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$3.33K – – –
NC
37
NewSquare Capital
Pennsylvania
$3.21K +$3.42K +83 New
Russell Investments Group
38
Russell Investments Group
United Kingdom
$3.06K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3K +$1.85K +45 +105%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$2.24K – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$2.13K -$7.91K -192 -78%
HCA
42
Harbor Capital Advisors
Illinois
$2K +$618 +15 +50%
AB
43
Amalgamated Bank
New York
$1K – – –
C
44
Covestor
United Kingdom
$1K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1K +$536 +13 +62%
GI
46
GAMMA Investing
California
$503 -$618 -15 -54%
SCM
47
Sterling Capital Management
North Carolina
$77 – – –
EWA
48
EverSource Wealth Advisors
Alabama
$77 +$82 +2 New
SS
49
SBI Securities
Japan
$39 – – –
RA
50
Royce & Associates
New York
– -$980K -18,570 Closed
1
2
3

VALU Hedge Fund Activity: Q1 2025 in Review

49 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2025, worth a combined $21M — down 31% from $30.5M a quarter earlier.

Fund positioning in VALU was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 15 trimmed.

The largest buyer was Oppenheimer & Co, adding an estimated $645K. The largest seller was Royce & Associates, exiting entirely with an estimated $980K sold.

  • 49 institutional investors held Value Line (VALU) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $21M of Value Line stock for Q1 2025, down 31% quarter-over-quarter.
  • 4 funds opened new Value Line positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest Value Line buyer in Q1 2025 was Oppenheimer & Co, an estimated $645K added.
  • The largest Value Line seller in Q1 2025 was Royce & Associates, an estimated $980K sold.

Based on aggregated 13F filings for Q1 2025.