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Value Line
VALU

53 hedge funds and large institutions have $19.8M invested in Value Line in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% less ownership

Funds ownership: 5.64% → 5.49% (-0.15%)

4% less capital invested

Capital invested by funds: $20.8M → $19.8M (-$924K)

4% less funds holding

Funds holding: 55 → 53 (-2)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% 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
16
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OC
Oppenheimer & Co
New York
+$161K
2
Morgan Stanley
Morgan Stanley
New York
+$160K
3
BlackRock
BlackRock
New York
+$141K
4
CICI
Capital Investment Counsel Inc
North Carolina
+$19K
5
Barclays
Barclays
United Kingdom
+$15.7K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$334K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$241K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$226K
4
CCM
Cloud Capital Management
Washington
-$128K
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$81.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
26
State of Alaska Department of Revenue
Alaska
$15K – – –
Mirae Asset Global ETFs Holdings
27
Mirae Asset Global ETFs Holdings
Hong Kong
$13.9K -$3.79K -100 -22%
NB
28
NBT Bank
New York
$10.8K – – –
Nisa Investment Advisors
29
Nisa Investment Advisors
Missouri
$10.5K -$303 -8 -3%
TRCT
30
Tower Research Capital (TRC)
New York
$10.3K -$265 -7 -3%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$9.26K +$1.06K +28 +13%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$8K -$2.2K -58 -22%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$4.26K -$4.74K -125 -53%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$4K +$569 +15 +15%
AIP
35
Ameritas Investment Partners
Nebraska
$3.5K – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$3.31K – – –
UBS Group
37
UBS Group
Switzerland
$2.61K -$7.66K -202 -75%
HCA
38
Harbor Capital Advisors
Illinois
$2K -$38 -1 -2%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.84K -$379 -10 -17%
GI
40
GAMMA Investing
California
$1.73K +$493 +13 +41%
AB
41
Amalgamated Bank
New York
$1K -$303 -8 -24%
HI
42
Harbour Investments
Wisconsin
$807 -$3.98K -105 -83%
Citigroup
43
Citigroup
New York
$730 -$644 -17 -47%
UBS AM
44
UBS AM
Illinois
$576 +$569 +15 New
Optiver Holding
45
Optiver Holding
Netherlands
$500 +$38 +1 +8%
SCM
46
Sterling Capital Management
North Carolina
$346 +$114 +3 +50%
EWA
47
EverSource Wealth Advisors
Alabama
$269 +$76 +2 +40%
IA
48
IFP Advisors
Florida
$192 +$114 +3 +150%
AF
49
Allworth Financial
California
$39 +$38 +1 New
EP
50
Essential Partners
California
$38 – – –
1
2
3

VALU Hedge Fund Activity: Q4 2025 in Review

53 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q4 2025, worth a combined $19.8M — down 4.5% from $20.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of VALU and 2 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Oppenheimer & Co, adding an estimated $161K. The largest seller was Millennium Management, exiting entirely with an estimated $334K sold.

  • 53 institutional investors held Value Line (VALU) as of Q4 2025, down from 55 in Q3 2025.
  • Funds reported $19.8M of Value Line stock for Q4 2025, down 4.5% quarter-over-quarter.
  • 2 funds opened new Value Line positions in Q4 2025 and 4 closed out, a net change of -2 holders.
  • The largest Value Line buyer in Q4 2025 was Oppenheimer & Co, an estimated $161K added.
  • The largest Value Line seller in Q4 2025 was Millennium Management, an estimated $334K sold.

Based on aggregated 13F filings for Q4 2025.