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RMT

Royce Micro-Cap Trust

105 hedge funds and large institutions have $227M invested in Royce Micro-Cap Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $203M → $227M (+$23.9M)

7% more funds holding

Funds holding: 98105 (+7)

1.11% more ownership

Funds ownership: 36.94%38.05% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
51
PMG Family Office
Texas
$445K +$140 +12 +0%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$443K -$5.23K -450 -1%
GC
53
Guggenheim Capital
Illinois
$408K -$285K -24,484 -40%
WP
54
WealthShield Partners
North Carolina
$390K -$4.23K -364 -1%
KWM
55
Kingsview Wealth Management
Oregon
$356K
P
56
&Partners
Tennessee
$346K -$528K -45,426 -60%
CB
57
Commerce Bank
Missouri
$336K
QC
58
Quantedge Capital
Singapore
$332K -$286K -24,600 -46%
SWA
59
Sax Wealth Advisors
New Jersey
$328K
NA
60
NewEdge Advisors
Louisiana
$320K -$149K -12,774 -31%
DADC
61
D.A. Davidson & Co
Montana
$293K +$1.17K +101 +0.4%
CIA
62
Concurrent Investment Advisors
Florida
$284K +$292K +25,123 New
HighTower Advisors
63
HighTower Advisors
Illinois
$274K -$39.4K -3,388 -12%
AA
64
Advisory Advocates
Michigan
$271K +$9.3K +800 +3%
SPIA
65
Steward Partners Investment Advisory
New York
$266K -$2.52K -217 -0.9%
DWM
66
DKM Wealth Management
California
$260K
PCMF
67
Private Capital Management (Florida)
Florida
$248K +$2.55K +219 +1%
DT
68
Diversified Trust
Tennessee
$231K +$4.01K +345 +2%
IFWM
69
Institute for Wealth Management
Colorado
$226K
KAS
70
Kestra Advisory Services
Texas
$198K +$159K +13,639 +355%
EA
71
Eclectic Associates
California
$195K +$200K +17,205 New
OC
72
Oppenheimer & Co
New York
$188K +$3.24K +279 +2%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$183K -$133K -11,476 -41%
SIG
74
Spinnaker Investment Group
California
$180K
WPC
75
Wedmont Private Capital
Pennsylvania
$167K +$161K +13,886 New

RMT Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q1 2026, worth a combined $227M — up 12% from $203M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RMT positions and 7 closed out — a net gain of 9 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $4.07M. The largest seller was Shaker Financial Services, cutting an estimated $5.04M.

  • 105 institutional investors held Royce Micro-Cap Trust (RMT) as of Q1 2026, up from 98 in Q4 2025.
  • Funds reported $227M of Royce Micro-Cap Trust stock for Q1 2026, up 12% quarter-over-quarter.
  • 16 funds opened new Royce Micro-Cap Trust positions in Q1 2026 and 7 closed out, a net change of +9 holders.
  • The largest Royce Micro-Cap Trust buyer in Q1 2026 was Saba Capital Management, an estimated $4.07M added.
  • The largest Royce Micro-Cap Trust seller in Q1 2026 was Shaker Financial Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2026.