RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

96 hedge funds and large institutions have $161M invested in Royce Micro-Cap Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
38
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$2.2M
2
SCM
2
Saba Capital Management
New York
$2.51M
3
RCM
3
Rivernorth Capital Management
Florida
$2.05M
4
SFS
4
Shaker Financial Services
Virginia
$9.45M
5
WAM
5
Wolverine Asset Management
Illinois
$4.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.1M
2
AAM
2
Advisors Asset Management
Colorado
$1.16M
3
SC
3
Sapient Capital
Indiana
$424K
4
LSC
4
Logan Stone Capital
Illinois
$0
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.1M 2,933,906 -160,432 -5%
MWM
2
Modern Wealth Management
Kansas
$10.1M 1,095,569 +20,815 +2%
UBS Group
3
UBS Group
Switzerland
$9.54M 1,031,498 +31,695 +3%
SFS
4
Shaker Financial Services
Virginia
$9.45M 1,021,723 +114,526 +13%
ARA
5
Alexander Randolph Advisory
Virginia
$8.92M 963,906 -18,417 -2%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$7.7M 832,898 +87,000 +12%
LPL Financial
7
LPL Financial
California
$6.92M 747,666 +76,560 +11%
Wells Fargo
8
Wells Fargo
California
$6.48M 701,040 +102,844 +17%
PAIM
9
Punch & Associates Investment Management
Minnesota
$5.7M 616,718 +6,395 +1%
Bank of America
10
Bank of America
North Carolina
$4.94M 533,966 +2,860 +0.5%
FHA
11
Flagship Harbor Advisors
Massachusetts
$4.78M 516,858 -24,120 -4%
WAM
12
Wolverine Asset Management
Illinois
$4.56M 492,646 +108,516 +28%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$4.38M 473,547 +11,555 +3%
MAA
14
Mraz Amerine & Associates
California
$3.36M 363,426 -5,598 -2%
Raymond James Financial
15
Raymond James Financial
Florida
$3.02M 326,073 -8,534 -3%
FC
16
FCA Corp
Texas
$2.83M 306,458 +10,019 +3%
SCM
17
Saba Capital Management
New York
$2.51M 271,614 +224,373 +475%
TFF
18
The Family Firm
Maryland
$2.24M 284,626 -3,778 -1%
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$2.2M 238,368 +238,368 New
CA
20
Clearstead Advisors
Ohio
$2.07M 223,577 -29,564 -12%
RCM
21
Rivernorth Capital Management
Florida
$2.05M 221,849 +221,849 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.99M 215,068 +7,134 +3%
BA
23
Bard Associates
Illinois
$1.42M 153,901 -100 -0.1%
HKAM
24
Horizon Kinetics Asset Management
New York
$1.27M 136,840 – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.22M 131,934 -27,207 -17%
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