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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 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

12% more funds holding

Funds holding: 49 → 55 (+6)

0% more capital invested

Capital invested by funds: $20.7M → $20.8M (+$4.68K)

0.02% more ownership

Funds ownership: 5.63% → 5.64% (+0.02%)

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
14
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$327K
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$150K
3
CCM
Cloud Capital Management
Washington
+$126K
4
State Street
State Street
Massachusetts
+$17.2K
5
SOADOR
State of Alaska Department of Revenue
Alaska
+$15.3K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$308K
2
OC
Oppenheimer & Co
New York
-$149K
3
TA
Teton Advisors
New York
-$51.4K
4
Northern Trust
Northern Trust
Illinois
-$23.4K
5
CICI
Capital Investment Counsel Inc
North Carolina
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$4.47M +$150K +3,923 +4%
BlackRock
2
BlackRock
New York
$3.13M -$22.7K -593 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.47M -$308K -8,048 -11%
GF
4
Gabelli Funds
New York
$1.81M – – –
TA
5
Teton Advisors
New York
$1.17M -$51.4K -1,342 -4%
Wells Fargo
6
Wells Fargo
California
$1.04M +$3.06K +80 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$962K +$6.66K +174 +0.7%
OC
8
Oppenheimer & Co
New York
$694K -$149K -3,882 -18%
Vanguard Group
9
Vanguard Group
Pennsylvania
$641K -$20K -522 -3%
NSIM
10
North Star Investment Management
Illinois
$629K – – –
State Street
11
State Street
Massachusetts
$558K +$17.2K +450 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$465K +$3.83K +100 +0.8%
CICI
13
Capital Investment Counsel Inc
North Carolina
$362K -$23K -600 -6%
SO
14
STRS Ohio
Ohio
$360K – – –
Northern Trust
15
Northern Trust
Illinois
$357K -$23.4K -612 -6%
Millennium Management
16
Millennium Management
New York
$334K +$327K +8,552 New
VA
17
Valmark Advisers
Ohio
$254K – – –
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$230K – – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$226K -$13.6K -355 -6%
CCM
20
Cloud Capital Management
Washington
$128K +$126K +3,299 New
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$65.2K +$2.03K +53 +3%
Morgan Stanley
22
Morgan Stanley
New York
$63.7K -$9.83K -257 -14%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$53.7K – – –
Barclays
24
Barclays
United Kingdom
$44.2K -$8.3K -217 -16%
JP Morgan Chase
25
JP Morgan Chase
New York
$31.9K +$9.91K +259 +46%
1
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VALU Hedge Fund Activity: Q3 2025 in Review

55 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q3 2025, worth a combined $20.8M — up 0.02% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VALU positions and 0 closed out — a net gain of 6 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 49 in Q2 2025.
  • Funds reported $20.8M of Value Line stock for Q3 2025, up 0.02% quarter-over-quarter.
  • 6 funds opened new Value Line positions in Q3 2025 and 0 closed out, a net change of +6 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.