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Value Line
VALU

Overview Fund Activity

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
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
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

1
OC
Oppenheimer & Co
New York
+$605K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$84.7K
3
BlackRock
BlackRock
New York
+$32.5K
4
Renaissance Technologies
Renaissance Technologies
New York
+$19.3K
5
Osaic Holdings
Osaic Holdings
Arizona
+$15.5K

Top Sellers

1
RA
Royce & Associates
New York
-$980K
2
Citadel Advisors
Citadel Advisors
Florida
-$588K
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$241K
4
Wells Fargo
Wells Fargo
California
-$232K
5
AAM
Auxier Asset Management
Oregon
-$224K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$21.8K -$2.78K -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 +$15.5K +400 New
CF
29
Corebridge Financial
Texas
$15.1K -$232 -6 -2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$11.2K +$8.2K +212 +275%
NB
31
NBT Bank
New York
$10.8K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$9.94K +$2.75K +71 +38%
Nisa Investment Advisors
33
Nisa Investment Advisors
Missouri
$9.51K +$348 +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 +$3.21K +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 +$1.53K +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 -$7.43K -192 -78%
HCA
42
Harbor Capital Advisors
Illinois
$2K +$667 +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 +$382 +13 +62%
GI
46
GAMMA Investing
California
$503 -$580 -15 -54%
SCM
47
Sterling Capital Management
North Carolina
$77 – – –
EWA
48
EverSource Wealth Advisors
Alabama
$77 +$77 +2 New
SS
49
SBI Securities
Japan
$39 – – –
RA
50
Royce & Associates
New York
– -$980K -18,570 Closed
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2
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