Value Line
VALU
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.
0% more funds holding
Funds holding: 49 → 49 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.35% less ownership
Funds ownership: 6.13% → 5.77% (-0.35%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
31% less capital invested
Capital invested by funds: $30.5M → $21M (-$9.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
+$645K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$90.2K |
| 3 |
BlackRock
New York
|
+$34.6K |
| 4 |
Renaissance Technologies
New York
|
+$20.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$980K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$588K |
| 3 |
Neuberger Berman Group
New York
|
-$257K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$247K |
| 5 |
AAM
Auxier Asset Management
Aurora,
Oregon
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$588K | -11,136 | Closed |
|
|
AAM
52
Auxier Asset Management
Aurora,
Oregon
| – | -$224K | -4,239 | Closed |
|
53
US Bancorp
Minneapolis,
Minnesota
| – | -$6.6K | -125 | Closed |
|
VALU Hedge Fund Activity: Q1 2025 in Review
49 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2025, worth a combined $21M — down 31% from $30.5M a quarter earlier.
Fund positioning in VALU was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 15 trimmed.
The largest buyer was Oppenheimer & Co, adding an estimated $645K. The largest seller was Royce & Associates, exiting entirely with an estimated $980K sold.
- 49 institutional investors held Value Line (VALU) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $21M of Value Line stock for Q1 2025, down 31% quarter-over-quarter.
- 4 funds opened new Value Line positions in Q1 2025 and 4 closed out, a net change of 0 holders.
- The largest Value Line buyer in Q1 2025 was Oppenheimer & Co, an estimated $645K added.
- The largest Value Line seller in Q1 2025 was Royce & Associates, an estimated $980K sold.
Based on aggregated 13F filings for Q1 2025.