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Value Line
VALU

49 hedge funds and large institutions have $20.7M invested in Value Line in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 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: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.14% less ownership

Funds ownership: 5.77% → 5.63% (-0.14%)

1% less capital invested

Capital invested by funds: $21M → $20.7M (-$254K)

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$241K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8K
3
Renaissance Technologies
Renaissance Technologies
New York
+$23.5K
4
OC
Oppenheimer & Co
New York
+$19.6K
5
Barclays
Barclays
United Kingdom
+$19.3K

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$261K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$253K
3
CCM
Cloud Capital Management
Washington
-$127K
4
BlackRock
BlackRock
New York
-$68.7K
5
CICI
Capital Investment Counsel Inc
North Carolina
-$35.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$665 +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 +$3.13K +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 +$391 +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 -$2.98K -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 – – –
EP
47
Essential Partners
California
$39 +$39 +1 New
IA
48
IFP Advisors
Florida
$39 +$39 +1 New
CCM
49
Cloud Capital Management
Washington
– -$127K -3,299 Closed
CF
50
Corebridge Financial
Texas
– -$15.1K -390 Closed
1
2
3

VALU Hedge Fund Activity: Q2 2025 in Review

49 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q2 2025, worth a combined $20.7M — down 1.2% from $21M a quarter earlier.

Fund positioning in VALU was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $241K. The largest seller was Neuberger Berman Group, cutting an estimated $261K.

  • 49 institutional investors held Value Line (VALU) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $20.7M of Value Line stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 3 funds opened new Value Line positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest Value Line buyer in Q2 2025 was Susquehanna International Group, an estimated $241K added.
  • The largest Value Line seller in Q2 2025 was Neuberger Berman Group, an estimated $261K sold.

Based on aggregated 13F filings for Q2 2025.