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Value Line
VALU

55 hedge funds and large institutions have $20.8M invested in Value Line in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

12% more funds holding

Funds holding: 49 → 55 (+6)

0% more capital invested

Capital invested by funds: $20.7M → $20.8M (+$4.68K)

0.02% more ownership

Funds ownership: 5.63% → 5.64% (+0.02%)

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
14
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$327K
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$150K
3
CCM
Cloud Capital Management
Washington
+$126K
4
State Street
State Street
Massachusetts
+$17.2K
5
SOADOR
State of Alaska Department of Revenue
Alaska
+$15.3K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$308K
2
OC
Oppenheimer & Co
New York
-$149K
3
TA
Teton Advisors
New York
-$51.4K
4
Northern Trust
Northern Trust
Illinois
-$23.4K
5
CICI
Capital Investment Counsel Inc
North Carolina
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$31.4K +$1.57K +41 +5%
Mirae Asset Global ETFs Holdings
27
Mirae Asset Global ETFs Holdings
Hong Kong
$18.1K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$15.6K – – –
SOADOR
29
State of Alaska Department of Revenue
Alaska
$15K +$15.3K +400 New
Russell Investments Group
30
Russell Investments Group
United Kingdom
$12.4K +$12K +314 +10,467%
Nisa Investment Advisors
31
Nisa Investment Advisors
Missouri
$11K +$1.34K +35 +14%
NB
32
NBT Bank
New York
$10.9K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$10.8K -$8.3K -217 -44%
UBS Group
34
UBS Group
Switzerland
$10.6K +$1.19K +31 +13%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$10K +$3.79K +99 +59%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$9.23K -$2.68K -70 -23%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$8.32K +$4.86K +127 +148%
HI
38
Harbour Investments
Wisconsin
$4.92K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.1K +55 +125%
AIP
40
Ameritas Investment Partners
Nebraska
$3.56K – – –
Legal & General Group
41
Legal & General Group
United Kingdom
$3.32K – – –
AAP
42
Arax Advisory Partners
Colorado
$2.54K +$2.49K +65 New
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$2.27K – – –
HCA
44
Harbor Capital Advisors
Illinois
$2K +$38 +1 +2%
Citigroup
45
Citigroup
New York
$1.41K -$9.61K -251 -87%
GI
46
GAMMA Investing
California
$1.25K -$77 -2 -6%
AB
47
Amalgamated Bank
New York
$1K – – –
C
48
Covestor
United Kingdom
$1K +$38 +1 +9%
Optiver Holding
49
Optiver Holding
Netherlands
$469 +$459 +12 New
SCM
50
Sterling Capital Management
North Carolina
$234 +$115 +3 +100%
1
2
3

VALU Hedge Fund Activity: Q3 2025 in Review

55 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q3 2025, worth a combined $20.8M — up 0.02% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VALU positions and 0 closed out — a net gain of 6 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $327K. The largest seller was Dimensional Fund Advisors, cutting an estimated $308K.

  • 55 institutional investors held Value Line (VALU) as of Q3 2025, up from 49 in Q2 2025.
  • Funds reported $20.8M of Value Line stock for Q3 2025, up 0.02% quarter-over-quarter.
  • 6 funds opened new Value Line positions in Q3 2025 and 0 closed out, a net change of +6 holders.
  • The largest Value Line buyer in Q3 2025 was Millennium Management, an estimated $327K added.
  • The largest Value Line seller in Q3 2025 was Dimensional Fund Advisors, an estimated $308K sold.

Based on aggregated 13F filings for Q3 2025.