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Royce Micro-Cap Trust

98 hedge funds and large institutions have $203M invested in Royce Micro-Cap Trust in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $187M → $203M (+$15.6M)

4% more funds holding

Funds holding: 9498 (+4)

2.69% more ownership

Funds ownership: 34.24%36.94% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
33
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
51
PMG Family Office
Texas
$410K -$11.6K -1,120 -3%
HC
52
Hara Capital
Washington
$396K -$14.5K -1,400 -4%
WP
53
WealthShield Partners
North Carolina
$363K -$18.7K -1,801 -5%
CMMS
54
Comprehensive Money Management Services
Florida
$334K +$32.3K +3,105 +11%
KWM
55
Kingsview Wealth Management
Oregon
$328K +$260 +25 +0.1%
SWA
56
Sax Wealth Advisors
New Jersey
$328K +$326K +31,430 New
CB
57
Commerce Bank
Missouri
$310K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$289K +$7.07K +681 +3%
HighTower Advisors
59
HighTower Advisors
Illinois
$288K +$25.6K +2,467 +10%
TCM
60
Traub Capital Management
Massachusetts
$272K -$16.5K -1,586 -6%
DADC
61
D.A. Davidson & Co
Montana
$269K -$4.85K -467 -2%
SPIA
62
Steward Partners Investment Advisory
New York
$248K +$9.32K +897 +4%
AA
63
Advisory Advocates
Michigan
$242K +$241K +23,180 New
DWM
64
DKM Wealth Management
California
$240K
PCMF
65
Private Capital Management (Florida)
Florida
$226K +$2.96K +285 +1%
DT
66
Diversified Trust
Tennessee
$209K +$8.12K +782 +4%
IFWM
67
Institute for Wealth Management
Colorado
$208K
OC
68
Oppenheimer & Co
New York
$170K +$3.77K +363 +2%
SIG
69
Spinnaker Investment Group
California
$166K +$165K +15,877 New
JWA
70
JFS Wealth Advisors
Pennsylvania
$145K
CEFA
71
Closed-End Fund Advisors
Virginia
$144K +$143K +13,807 New
SI
72
Stephens Inc
Arkansas
$144K +$3.19K +307 +2%
VCP
73
Verus Capital Partners
Arizona
$138K +$800 +77 +0.6%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$135K +$2.26K +218 +2%
SCM
75
Sage Capital Management
New Jersey
$132K +$132K +12,700 New