RMT

Royce Micro-Cap Trust

98 hedge funds and large institutions have $162M invested in Royce Micro-Cap Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.1M
MWM
2
Modern Wealth Management
Kansas
$10.1M
UBS Group
3
UBS Group
Switzerland
$9.54M
SFS
4
Shaker Financial Services
Virginia
$9.45M
ARA
5
Alexander Randolph Advisory
Virginia
$8.92M
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$7.7M
LPL Financial
7
LPL Financial
California
$6.92M
Wells Fargo
8
Wells Fargo
California
$6.48M
PAIM
9
Punch & Associates Investment Management
Minnesota
$5.7M
Bank of America
10
Bank of America
North Carolina
$4.94M
FHA
11
Flagship Harbor Advisors
Massachusetts
$4.78M
WAM
12
Wolverine Asset Management
Illinois
$4.56M
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$4.38M
MAA
14
Mraz Amerine & Associates
California
$3.36M
Raymond James Financial
15
Raymond James Financial
Florida
$3.02M
FC
16
FCA Corp
Texas
$2.83M
SCM
17
Saba Capital Management
New York
$2.51M
TFF
18
The Family Firm
Maryland
$2.24M
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$2.2M
CA
20
Clearstead Advisors
Ohio
$2.07M
RCM
21
Rivernorth Capital Management
Florida
$2.05M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.99M
BA
23
Bard Associates
Illinois
$1.42M
HKAM
24
Horizon Kinetics Asset Management
New York
$1.27M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.22M