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RMT

Royce Micro-Cap Trust

105 hedge funds and large institutions have $227M invested in Royce Micro-Cap Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $203M → $227M (+$23.9M)

7% more funds holding

Funds holding: 98105 (+7)

1.11% more ownership

Funds ownership: 36.94%38.05% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$1.41M -$819K -70,458 -36%
EPW
27
Evolve Private Wealth
California
$1.32M -$2.08K -179 -0.2%
MC
28
Moors & Cabot
Massachusetts
$1.32M -$24.1K -2,070 -2%
Stifel Financial
29
Stifel Financial
Missouri
$1.23M +$514K +44,226 +68%
TI
30
TrueMark Investments
Illinois
$1.2M +$63.1K +5,424 +5%
PAG
31
Private Advisor Group
New Jersey
$1.19M -$91.2K -7,845 -7%
AAM
32
Advisors Asset Management
Colorado
$1.14M +$1.17M +100,827 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.11M -$81.9K -7,043 -7%
BA
34
Bard Associates
Illinois
$1.01M -$1.26K -108 -0.1%
UPS
35
UHLMANN PRICE SECURITIES
Illinois
$988K +$24.1K +2,069 +2%
Brown Advisory
36
Brown Advisory
Maryland
$846K +$1.36K +117 +0.2%
DWM
37
Diversify Wealth Management
Utah
$840K +$752K +64,652 New
RGC
38
Roberts, Glore & Co
Illinois
$770K +$1.32K +114 +0.2%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$719K +$5.02K +432 +0.7%
KIM
40
Karpus Investment Management
New York
$713K +$732K +63,003 New
TFCP
41
Twin Focus Capital Partners
Massachusetts
$703K
First Trust Advisors
42
First Trust Advisors
Illinois
$650K +$60.3K +5,183 +10%
NAS
43
NWF Advisory Services
California
$573K -$89.8K -7,723 -13%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$566K +$431K +37,116 +287%
SC
45
Sapient Capital
Indiana
$549K +$9.52K +819 +2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$544K +$559K +48,071 New
SPC
47
Spirepoint Private Client
Florida
$541K +$76.1K +6,545 +16%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$532K
EWA
49
EP Wealth Advisors
California
$490K -$13K -1,117 -3%
CMMS
50
Comprehensive Money Management Services
Florida
$458K +$98.2K +8,450 +26%

RMT Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q1 2026, worth a combined $227M — up 12% from $203M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RMT positions and 7 closed out — a net gain of 9 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $4.07M. The largest seller was Shaker Financial Services, cutting an estimated $5.04M.

  • 105 institutional investors held Royce Micro-Cap Trust (RMT) as of Q1 2026, up from 98 in Q4 2025.
  • Funds reported $227M of Royce Micro-Cap Trust stock for Q1 2026, up 12% quarter-over-quarter.
  • 16 funds opened new Royce Micro-Cap Trust positions in Q1 2026 and 7 closed out, a net change of +9 holders.
  • The largest Royce Micro-Cap Trust buyer in Q1 2026 was Saba Capital Management, an estimated $4.07M added.
  • The largest Royce Micro-Cap Trust seller in Q1 2026 was Shaker Financial Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2026.