RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

94 hedge funds and large institutions have $139M invested in Royce Micro-Cap Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.25M
2
SFS
Shaker Financial Services
Virginia
+$1.45M
3
MWM
Modern Wealth Management
Kansas
+$894K
4
LPL Financial
LPL Financial
California
+$662K
5
NAS
NWF Advisory Services
California
+$462K

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.74M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$4.01M
3
AAM
Advisors Asset Management
Colorado
-$1.95M
4
1CP
1607 Capital Partners
Virginia
-$783K
5
AA
AQR Arbitrage
Connecticut
-$776K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Sapient Capital
Indiana
$773K -$55.7K -6,602 -7%
Stifel Financial
27
Stifel Financial
Missouri
$762K +$249K +29,574 +49%
Osaic Holdings
28
Osaic Holdings
Arizona
$757K -$229K -27,106 -23%
PAG
29
Private Advisor Group
New Jersey
$751K -$7.98K -946 -1%
RAM
30
Readystate Asset Management
Illinois
$748K +$460K +54,518 +159%
RGC
31
Roberts, Glore & Co
Illinois
$734K -$14.1K -1,678 -2%
GC
32
Guggenheim Capital
Illinois
$656K -$36.2K -4,295 -5%
NAS
33
NWF Advisory Services
California
$642K +$462K +54,800 +256%
Brown Advisory
34
Brown Advisory
Maryland
$630K -$42K -4,980 -6%
UPS
35
UHLMANN PRICE SECURITIES
Illinois
$608K +$295K +34,988 +94%
DAS
36
Diversify Advisory Services
Utah
$548K -$18.9K -2,301 -3%
TFCP
37
Twin Focus Capital Partners
Massachusetts
$524K – – –
LCM
38
Landscape Capital Management
New Jersey
$506K -$30.9K -3,664 -6%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$493K +$248K +29,416 +101%
1CP
40
1607 Capital Partners
Virginia
$482K -$783K -92,858 -62%
AA
41
AQR Arbitrage
Connecticut
$466K -$776K -92,034 -62%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$423K -$2.38K -283 -0.6%
QC
43
Quantedge Capital
Singapore
$416K -$60.7K -7,200 -13%
SCM
44
Saba Capital Management
New York
$398K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$396K – – –
First Trust Advisors
46
First Trust Advisors
Illinois
$386K +$22.3K +2,643 +6%
HC
47
Hara Capital
Washington
$353K -$364K -43,210 -51%
EWA
48
EP Wealth Advisors
California
$350K -$127K -15,040 -27%
Walleye Capital
49
Walleye Capital
New York
$332K -$65.6K -7,782 -17%
LSC
50
Logan Stone Capital
Illinois
$331K -$443K -52,593 -57%
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