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RMT

Royce Micro-Cap Trust
RMT

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

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $139M → $162M (+$22.8M)

4% more funds holding

Funds holding: 94 → 98 (+4)

1.99% more ownership

Funds ownership: 32.56% → 34.55% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% 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
16
Increased
38
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.03M
2
SCM
Saba Capital Management
New York
+$1.91M
3
RCM
Rivernorth Capital Management
Florida
+$1.89M
4
SFS
Shaker Financial Services
Virginia
+$973K
5
WAM
Wolverine Asset Management
Illinois
+$922K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.36M
2
AAM
Advisors Asset Management
Colorado
-$1.22M
3
SC
Sapient Capital
Indiana
-$389K
4
LSC
Logan Stone Capital
Illinois
-$331K
5
ARC
Advisor Resource Council
Texas
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
26
Readystate Asset Management
Illinois
$1.22M +$365K +42,939 +48%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.19M +$333K +39,133 +44%
AAM
28
Advisors Asset Management
Colorado
$1.16M -$1.22M -143,676 -53%
MC
29
Moors & Cabot
Massachusetts
$1.04M – – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$974K +$33.3K +3,914 +4%
PAG
31
Private Advisor Group
New Jersey
$935K +$102K +12,051 +14%
RGC
32
Roberts, Glore & Co
Illinois
$824K +$16.7K +1,971 +2%
QC
33
Quantedge Capital
Singapore
$820K +$335K +39,400 +80%
GC
34
Guggenheim Capital
Illinois
$767K +$43.5K +5,122 +7%
LCM
35
Landscape Capital Management
New Jersey
$748K +$178K +20,908 +35%
Brown Advisory
36
Brown Advisory
Maryland
$691K – – –
Northern Trust
37
Northern Trust
Illinois
$686K +$630K +74,162 New
UPS
38
UHLMANN PRICE SECURITIES
Illinois
$650K -$16.1K -1,896 -3%
P
39
&Partners
Tennessee
$640K +$385K +45,300 +190%
NAS
40
NWF Advisory Services
California
$638K -$60.8K -7,153 -9%
Stifel Financial
41
Stifel Financial
Missouri
$631K -$189K -22,207 -25%
DAS
42
Diversify Advisory Services
Utah
$623K -$21.7K -2,556 -4%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$585K +$41.4K +4,870 +8%
TFCP
44
Twin Focus Capital Partners
Massachusetts
$575K – – –
1CP
45
1607 Capital Partners
Virginia
$486K -$39.1K -4,600 -8%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$435K – – –
SC
47
Sapient Capital
Indiana
$424K -$389K -45,825 -50%
First Trust Advisors
48
First Trust Advisors
Illinois
$422K -$722 -85 -0.2%
HC
49
Hara Capital
Washington
$389K +$850 +100 +0.2%
EWA
50
EP Wealth Advisors
California
$379K -$4.61K -542 -1%
1
2
3 4 5

RMT Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q2 2025, worth a combined $162M — up 16% from $139M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RMT positions and 11 closed out — a net gain of 5 holders — while 38 added to existing stakes and 28 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $2.03M. The largest seller was Morgan Stanley, cutting an estimated $1.36M.

  • 98 institutional investors held Royce Micro-Cap Trust (RMT) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $162M of Royce Micro-Cap Trust stock for Q2 2025, up 16% quarter-over-quarter.
  • 16 funds opened new Royce Micro-Cap Trust positions in Q2 2025 and 11 closed out, a net change of +5 holders.
  • The largest Royce Micro-Cap Trust buyer in Q2 2025 was Polar Asset Management Partners, an estimated $2.03M added.
  • The largest Royce Micro-Cap Trust seller in Q2 2025 was Morgan Stanley, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2025.