Value Line
VALU
55 hedge funds and large institutions have $20.8M invested in Value Line in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
10% more funds holding
Funds holding: 50 → 55 (+5)
5% more capital inflows, than outflows
Capital inflows: $692K | Capital outflows: $661K
0.01% more ownership
Funds ownership: 5.63% → 5.64% (+0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$327K |
| 2 |
Neuberger Berman Group
New York
|
+$150K |
| 3 |
Cloud Capital Management
Seattle,
Washington
|
+$126K |
| 4 |
State Street
Boston,
Massachusetts
|
+$17.2K |
| 5 |
State of Alaska Department of Revenue
Juneau,
Alaska
|
+$15.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$308K |
| 2 |
Oppenheimer & Co
New York
|
-$149K |
| 3 |
Teton Advisors
Rye,
New York
|
-$51.4K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$23.4K |
| 5 |
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
-$23K |
VALU Hedge Fund Activity: Q3 2025 in Review
55 of the 7,656 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q3 2025, worth a combined $20.8M — down 0.03% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VALU positions and 1 closed out — a net gain of 5 holders — while 19 added to existing stakes and 14 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $327K. The largest seller was Dimensional Fund Advisors, cutting an estimated $308K.
- 55 institutional investors held Value Line (VALU) as of Q3 2025, up from 50 in Q2 2025.
- Funds reported $20.8M of Value Line stock for Q3 2025, down 0.03% quarter-over-quarter.
- 6 funds opened new Value Line positions in Q3 2025 and 1 closed out, a net change of +5 holders.
- The largest Value Line buyer in Q3 2025 was Millennium Management, an estimated $327K added.
- The largest Value Line seller in Q3 2025 was Dimensional Fund Advisors, an estimated $308K sold.
Based on aggregated 13F filings for Q3 2025.