RMT

Royce Micro-Cap Trust

98 hedge funds and large institutions have $162M 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, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$355K
WP
52
WealthShield Partners
North Carolina
$333K
Walleye Capital
53
Walleye Capital
New York
$315K
TCM
54
Traub Capital Management
Massachusetts
$306K
KWM
55
Kingsview Wealth Management
Oregon
$294K
NA
56
NewEdge Advisors
Louisiana
$284K
CB
57
Commerce Bank
Missouri
$275K
AA
58
AQR Arbitrage
Connecticut
$269K
PSFG
59
Prairie Sky Financial Group
Illinois
$263K
HighTower Advisors
60
HighTower Advisors
Illinois
$252K
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$246K
DADC
62
D.A. Davidson & Co
Montana
$219K
DWM
63
DKM Wealth Management
California
$213K
ATI
64
ARK & TLK Investments
Oklahoma
$211K
SPIA
65
Steward Partners Investment Advisory
New York
$209K
IFWM
66
Institute for Wealth Management
Colorado
$185K
CMMS
67
Comprehensive Money Management Services
Florida
$179K
DT
68
Diversified Trust
Tennessee
$178K
JIP
69
Jaffetilchin Investment Partners
Florida
$177K
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$177K
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$175K
OC
72
Oppenheimer & Co
New York
$145K
SF
73
Summit Financial
New Jersey
$134K
JWA
74
JFS Wealth Advisors
Pennsylvania
$129K
SI
75
Stephens Inc
Arkansas
$123K