RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

97 hedge funds and large institutions have $161M invested in Royce Micro-Cap Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
38
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.2M
2
SCM
Saba Capital Management
New York
+$2.08M
3
RCM
Rivernorth Capital Management
Florida
+$2.05M
4
SFS
Shaker Financial Services
Virginia
+$1.06M
5
WAM
Wolverine Asset Management
Illinois
+$1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48M
2
AAM
Advisors Asset Management
Colorado
-$1.33M
3
SC
Sapient Capital
Indiana
-$424K
4
LSC
Logan Stone Capital
Illinois
-$331K
5
ARC
Advisor Resource Council
Texas
-$301K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
51
WealthShield Partners
North Carolina
$333K -$12.9K -1,390 -4%
Walleye Capital
52
Walleye Capital
New York
$315K -$49.1K -5,304 -13%
TCM
53
Traub Capital Management
Massachusetts
$306K +$306K +33,039 New
KWM
54
Kingsview Wealth Management
Oregon
$294K -$24.6K -2,663 -8%
NA
55
NewEdge Advisors
Louisiana
$284K +$1.92K +208 +0.7%
CB
56
Commerce Bank
Missouri
$275K – – –
AA
57
AQR Arbitrage
Connecticut
$269K -$240K -26,051 -47%
PSFG
58
Prairie Sky Financial Group
Illinois
$263K +$5.3K +573 +2%
HighTower Advisors
59
HighTower Advisors
Illinois
$252K +$252K +27,233 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$246K +$16K +1,730 +7%
DADC
61
D.A. Davidson & Co
Montana
$219K -$125K -13,486 -36%
DWM
62
DKM Wealth Management
California
$213K – – –
ATI
63
ARK & TLK Investments
Oklahoma
$211K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$209K +$13.7K +1,478 +7%
IFWM
65
Institute for Wealth Management
Colorado
$185K -$6.96K -752 -4%
CMMS
66
Comprehensive Money Management Services
Florida
$179K +$32.8K +3,550 +23%
DT
67
Diversified Trust
Tennessee
$178K +$23.7K +2,567 +15%
JIP
68
Jaffetilchin Investment Partners
Florida
$177K +$71.2K +7,695 +67%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$177K +$177K +19,133 New
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$175K +$175K +18,929 New
OC
71
Oppenheimer & Co
New York
$145K +$9.36K +1,012 +7%
SF
72
Summit Financial
New Jersey
$134K +$134K +14,440 New
JWA
73
JFS Wealth Advisors
Pennsylvania
$129K +$129K +13,896 New
SI
74
Stephens Inc
Arkansas
$123K +$2.45K +265 +2%
HWMO
75
Heritage Wealth Management (Ohio)
Ohio
$114K -$67.9K -7,337 -37%
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