RMT

Royce Micro-Cap Trust

94 hedge funds and large institutions have $139M invested in Royce Micro-Cap Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

13% less capital invested

Capital invested by funds: $160M → $139M (-$21M)

Holders
94
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
WP
51
WealthShield Partners
North Carolina
$316K
DADC
52
D.A. Davidson & Co
Montana
$313K
ARC
53
Advisor Resource Council
Texas
$301K
KWM
54
Kingsview Wealth Management
Oregon
$290K
NA
55
NewEdge Advisors
Louisiana
$257K
CB
56
Commerce Bank
Missouri
$250K
PSFG
57
Prairie Sky Financial Group
Illinois
$235K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$210K
P
59
&Partners
Tennessee
$202K
Calamos Advisors
60
Calamos Advisors
Illinois
$199K
DWM
61
DKM Wealth Management
California
$194K
ATI
62
ARK & TLK Investments
Oklahoma
$192K
SPIA
63
Steward Partners Investment Advisory
New York
$178K
IFWM
64
Institute for Wealth Management
Colorado
$175K
HWMO
65
Heritage Wealth Management (Ohio)
Ohio
$166K
DT
66
Diversified Trust
Tennessee
$141K
AWS
67
Atria Wealth Solutions
New York
$137K
FAIM
68
Financial Advocates Investment Management
Washington
$133K
CMMS
69
Comprehensive Money Management Services
Florida
$133K
OC
70
Oppenheimer & Co
New York
$124K
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$115K
SI
72
Stephens Inc
Arkansas
$110K
SIA
73
Soltis Investment Advisors
Utah
$100K
JIP
74
Jaffetilchin Investment Partners
Florida
$96.8K
Vanguard Group
75
Vanguard Group
Pennsylvania
$91.3K