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Royce Micro-Cap Trust

98 hedge funds and large institutions have $203M invested in Royce Micro-Cap Trust in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $187M → $203M (+$15.6M)

4% more funds holding

Funds holding: 9498 (+4)

2.69% more ownership

Funds ownership: 34.24%36.94% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
33
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.21M -$88K -8,471 -7%
PAG
27
Private Advisor Group
New Jersey
$1.18M +$135K +13,023 +13%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.1M -$17.2K -1,656 -2%
TI
29
TrueMark Investments
Illinois
$1.05M +$25.8K +2,486 +3%
BA
30
Bard Associates
Illinois
$933K -$316K -30,466 -25%
ACM
31
Altium Capital Management
New York
$908K +$905K +87,078 New
UPS
32
UHLMANN PRICE SECURITIES
Illinois
$890K +$19.9K +1,916 +2%
P
33
&Partners
Tennessee
$792K +$33.7K +3,240 +4%
Brown Advisory
34
Brown Advisory
Maryland
$779K
DAS
35
Diversify Advisory Services
Utah
$756K
RGC
36
Roberts, Glore & Co
Illinois
$709K -$22.6K -2,179 -3%
Stifel Financial
37
Stifel Financial
Missouri
$676K -$48K -4,622 -7%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$659K -$312 -30 -0%
TFCP
39
Twin Focus Capital Partners
Massachusetts
$648K
GC
40
Guggenheim Capital
Illinois
$632K +$9.62K +926 +2%
NAS
41
NWF Advisory Services
California
$609K -$74.9K -7,214 -11%
QC
42
Quantedge Capital
Singapore
$563K -$96.6K -9,300 -15%
First Trust Advisors
43
First Trust Advisors
Illinois
$545K +$13.8K +1,328 +3%
1CP
44
1607 Capital Partners
Virginia
$514K
SC
45
Sapient Capital
Indiana
$503K +$11.1K +1,068 +2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$490K
EWA
47
EP Wealth Advisors
California
$464K +$462K +44,446 New
SPC
48
Spirepoint Private Client
Florida
$431K +$29.6K +2,849 +7%
NA
49
NewEdge Advisors
Louisiana
$428K -$26.5K -2,554 -6%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$413K +$7.46K +718 +2%