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Value Line
VALU

Overview Fund Activity

48 hedge funds and large institutions have $20.7M invested in Value Line in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$241K
2
Vanguard Group
Vanguard Group
Pennsylvania
$663K
3
Renaissance Technologies
Renaissance Technologies
New York
$462K
4
OC
Oppenheimer & Co
New York
$848K
5
Barclays
Barclays
United Kingdom
$53K

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$4.33M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.79M
3
CCM
Cloud Capital Management
Washington
$0
4
BlackRock
BlackRock
New York
$3.16M
5
CICI
Capital Investment Counsel Inc
North Carolina
$387K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global ETFs Holdings
26
Mirae Asset Global ETFs Holdings
Hong Kong
$18.1K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$15.7K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$12K +$666 +17 +6%
Citigroup
29
Citigroup
New York
$11.2K -$10.8K -277 -49%
NB
30
NBT Bank
New York
$11K – – –
Nisa Investment Advisors
31
Nisa Investment Advisors
Missouri
$9.63K – – –
UBS Group
32
UBS Group
Switzerland
$9.36K -$14.7K -375 -61%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$7K +$3.33K +80 +91%
HI
34
Harbour Investments
Wisconsin
$4.93K – – –
AIP
35
Ameritas Investment Partners
Nebraska
$3.56K – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$3.37K – – –
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$3.37K +$1.21K +31 +56%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$2.27K – – –
HCA
39
Harbor Capital Advisors
Illinois
$2K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$2K +$455 +10 +29%
GI
41
GAMMA Investing
California
$1.33K +$822 +21 +162%
AB
42
Amalgamated Bank
New York
$1K – – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
$117 -$2.96K -76 -96%
SCM
44
Sterling Capital Management
North Carolina
$117 +$39 +1 +50%
EWA
45
EverSource Wealth Advisors
Alabama
$78 – – –
SS
46
SBI Securities
Japan
$39 – – –
IA
47
IFP Advisors
Florida
$39 +$39 +1 New
CCM
48
Cloud Capital Management
Washington
– -$127K -3,299 Closed
CF
49
Corebridge Financial
Texas
– -$15.1K -390 Closed
NC
50
NewSquare Capital
Pennsylvania
– -$3.21K -83 Closed
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