RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

96 hedge funds and large institutions have $161M invested in Royce Micro-Cap Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% 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
15
Increased
38
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$2.2M
2
SCM
2
Saba Capital Management
New York
$2.51M
3
RCM
3
Rivernorth Capital Management
Florida
$2.05M
4
SFS
4
Shaker Financial Services
Virginia
$9.45M
5
WAM
5
Wolverine Asset Management
Illinois
$4.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.1M
2
AAM
2
Advisors Asset Management
Colorado
$1.16M
3
SC
3
Sapient Capital
Indiana
$424K
4
LSC
4
Logan Stone Capital
Illinois
$0
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WP
51
WealthShield Partners
North Carolina
$333K 36,053 -1,390 -4%
Walleye Capital
52
Walleye Capital
New York
$315K 34,064 -5,304 -13%
TCM
53
Traub Capital Management
Massachusetts
$306K 33,039 +33,039 New
KWM
54
Kingsview Wealth Management
Oregon
$294K 31,771 -2,663 -8%
NA
55
NewEdge Advisors
Louisiana
$284K 30,677 +208 +0.7%
CB
56
Commerce Bank
Missouri
$275K 29,712 – –
AA
57
AQR Arbitrage
Connecticut
$269K 29,271 -26,051 -47%
PSFG
58
Prairie Sky Financial Group
Illinois
$263K 28,441 +573 +2%
HighTower Advisors
59
HighTower Advisors
Illinois
$252K 27,233 +27,233 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$246K 26,640 +1,730 +7%
DADC
61
D.A. Davidson & Co
Montana
$219K 23,626 -13,486 -36%
DWM
62
DKM Wealth Management
California
$213K 23,002 – –
ATI
63
ARK & TLK Investments
Oklahoma
$211K 22,817 – –
SPIA
64
Steward Partners Investment Advisory
New York
$209K 22,588 +1,478 +7%
IFWM
65
Institute for Wealth Management
Colorado
$185K 19,948 -752 -4%
CMMS
66
Comprehensive Money Management Services
Florida
$179K 19,305 +3,550 +23%
DT
67
Diversified Trust
Tennessee
$178K 19,269 +2,567 +15%
JIP
68
Jaffetilchin Investment Partners
Florida
$177K 19,182 +7,695 +67%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$175K 18,929 +18,929 New
OC
70
Oppenheimer & Co
New York
$145K 15,687 +1,012 +7%
SF
71
Summit Financial
New Jersey
$134K 14,440 +14,440 New
JWA
72
JFS Wealth Advisors
Pennsylvania
$129K 13,896 +13,896 New
SI
73
Stephens Inc
Arkansas
$123K 13,260 +265 +2%
HWMO
74
Heritage Wealth Management (Ohio)
Ohio
$114K 12,345 -7,337 -37%
SIA
75
Soltis Investment Advisors
Utah
$110K 11,919 – –
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3
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