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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
Neuberger Berman Group
1
Neuberger Berman Group
New York
$4.33M -$261K -6,670 -6%
BlackRock
2
BlackRock
New York
$3.16M -$68.7K -1,756 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.79M -$253K -6,471 -8%
GF
4
Gabelli Funds
New York
$1.81M
TA
5
Teton Advisors
New York
$1.23M
Wells Fargo
6
Wells Fargo
California
$1.04M +$1.02K +26 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$957K -$15.3K -392 -2%
OC
8
Oppenheimer & Co
New York
$848K +$19.6K +500 +2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$663K +$25.8K +658 +4%
NSIM
10
North Star Investment Management
Illinois
$630K
State Street
11
State Street
Massachusetts
$541K
Renaissance Technologies
12
Renaissance Technologies
New York
$462K +$23.5K +600 +5%
CICI
13
Capital Investment Counsel Inc
North Carolina
$387K -$35.2K -900 -8%
Northern Trust
14
Northern Trust
Illinois
$382K -$13.5K -346 -3%
SO
15
STRS Ohio
Ohio
$360K
VA
16
Valmark Advisers
Ohio
$254K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$241K +$241K +6,145 New
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$231K
Morgan Stanley
19
Morgan Stanley
New York
$73.9K -$4.54K -116 -6%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$63.3K +$352 +9 +0.6%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$53.8K
Barclays
22
Barclays
United Kingdom
$52.8K +$19.3K +494 +58%
Bank of America
23
Bank of America
North Carolina
$29.8K -$4.34K -111 -13%
JP Morgan Chase
24
JP Morgan Chase
New York
$21.8K -$28.7K -733 -57%
TRCT
25
Tower Research Capital (TRC)
New York
$19.3K +$9.24K +236 +92%

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.