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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
+$161K |
| 2 |
Morgan Stanley
New York
|
+$160K |
| 3 |
BlackRock
New York
|
+$141K |
| 4 |
CICI
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
+$19K |
| 5 |
Barclays
London,
United Kingdom
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$334K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$241K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| 4 |
CCM
Cloud Capital Management
Seattle,
Washington
|
-$128K |
| 5 |
Neuberger Berman Group
New York
|
-$81.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIL
51
Rothschild Investment LLC
Chicago,
Illinois
| $38 | – | – | – |
|
|
SS
52
SBI Securities
Tokyo,
Japan
| $38 | – | – | – |
|
|
53
Millennium Management
New York
| – | -$334K | -8,552 | Closed |
|
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$226K | -5,790 | Closed |
|
|
CCM
55
Cloud Capital Management
Seattle,
Washington
| – | -$128K | -3,299 | Closed |
|
|
AAP
56
Arax Advisory Partners
Denver,
Colorado
| – | -$2.54K | -65 | Closed |
|
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.