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Value Line
VALU

Overview Fund Trends Analyst Outlook Journalist POV

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

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

31% less capital invested

Capital invested by funds: $30.5M → $21M (-$9.47M)

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

Top Buyers

1
+$605K
2
+$84.7K
3
+$32.5K
4
Renaissance Technologies
Renaissance Technologies
New York
+$19.3K
5
Osaic Holdings
Osaic Holdings
Arizona
+$15.5K

Top Sellers

1
-$980K
2
-$588K
3
-$241K
4
Wells Fargo
Wells Fargo
California
-$232K
5
AAM
Auxier Asset Management
Oregon
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
–
AAM
52
Auxier Asset Management
Oregon
–
US Bancorp
53
US Bancorp
Minnesota
–
1 2
3