We are live on ! Find out more
VALU icon

Value Line

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: 4949 (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
Name Holding Trade Value Shares
Change
Change in
Stake
NC
51
NewSquare Capital
Pennsylvania
-$3.21K -83 Closed
C
52
Covestor
United Kingdom
-$274 -7 -39%

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.