RMT

Royce Micro-Cap Trust

95 hedge funds and large institutions have $202M invested in Royce Micro-Cap Trust in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
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
HC
51
Hara Capital
Washington
$396K
WP
52
WealthShield Partners
North Carolina
$363K
CMMS
53
Comprehensive Money Management Services
Florida
$334K
KWM
54
Kingsview Wealth Management
Oregon
$328K
SWA
55
Sax Wealth Advisors
New Jersey
$328K
CB
56
Commerce Bank
Missouri
$310K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$289K
HighTower Advisors
58
HighTower Advisors
Illinois
$288K
TCM
59
Traub Capital Management
Massachusetts
$272K
DADC
60
D.A. Davidson & Co
Montana
$269K
SPIA
61
Steward Partners Investment Advisory
New York
$248K
DWM
62
DKM Wealth Management
California
$240K
PCMF
63
Private Capital Management (Florida)
Florida
$226K
DT
64
Diversified Trust
Tennessee
$209K
IFWM
65
Institute for Wealth Management
Colorado
$208K
OC
66
Oppenheimer & Co
New York
$170K
SIG
67
Spinnaker Investment Group
California
$166K
JWA
68
JFS Wealth Advisors
Pennsylvania
$145K
CEFA
69
Closed-End Fund Advisors
Virginia
$144K
SI
70
Stephens Inc
Arkansas
$144K
VCP
71
Verus Capital Partners
Arizona
$138K
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$135K
SCM
73
Sage Capital Management
New Jersey
$132K
HWMO
74
Heritage Wealth Management (Ohio)
Ohio
$129K
SIA
75
Soltis Investment Advisors
Utah
$124K