RMT

Royce Micro-Cap Trust

97 hedge funds and large institutions have $202M invested in Royce Micro-Cap Trust in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
51
PMG Family Office
Texas
$410K
HC
52
Hara Capital
Washington
$396K
WP
53
WealthShield Partners
North Carolina
$363K
CMMS
54
Comprehensive Money Management Services
Florida
$334K
KWM
55
Kingsview Wealth Management
Oregon
$328K
SWA
56
Sax Wealth Advisors
New Jersey
$328K
CB
57
Commerce Bank
Missouri
$310K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$289K
HighTower Advisors
59
HighTower Advisors
Illinois
$288K
TCM
60
Traub Capital Management
Massachusetts
$272K
DADC
61
D.A. Davidson & Co
Montana
$269K
SPIA
62
Steward Partners Investment Advisory
New York
$248K
DWM
63
DKM Wealth Management
California
$240K
PCMF
64
Private Capital Management (Florida)
Florida
$226K
DT
65
Diversified Trust
Tennessee
$209K
IFWM
66
Institute for Wealth Management
Colorado
$208K
OC
67
Oppenheimer & Co
New York
$170K
SIG
68
Spinnaker Investment Group
California
$166K
JWA
69
JFS Wealth Advisors
Pennsylvania
$145K
CEFA
70
Closed-End Fund Advisors
Virginia
$144K
SI
71
Stephens Inc
Arkansas
$144K
VCP
72
Verus Capital Partners
Arizona
$138K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$135K
SCM
74
Sage Capital Management
New Jersey
$132K
HWMO
75
Heritage Wealth Management (Ohio)
Ohio
$129K