RMT

Royce Micro-Cap Trust

97 hedge funds and large institutions have $202M invested in Royce Micro-Cap Trust in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
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
SIA
76
Soltis Investment Advisors
Utah
$124K
Vanguard Group
77
Vanguard Group
Pennsylvania
$115K
SF
78
Summit Financial
New Jersey
$115K
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$107K
HFS
80
Heritage Financial Services
Massachusetts
$105K
SN
81
Sittner & Nelson
Oregon
$52.3K
TCM
82
TD Capital Management
Tennessee
$46.9K
NB
83
NBT Bank
New York
$42K
KAS
84
Kestra Advisory Services
Texas
$40.1K
BC
85
Barrett & Company
Rhode Island
$33.9K
IAIM
86
International Assets Investment Management
Florida
$30.7K
DSC
87
Daytona Street Capital
Missouri
$23.8K
AUB
88
Atlantic Union Bankshares
Virginia
$21.9K
EWA
89
EverSource Wealth Advisors
Alabama
$13.6K
MB
90
MidFirst Bank
Oklahoma
$6.98K
NL
91
Navalign LLC
California
$5.81K
HWP
92
Highline Wealth Partners
California
$2.09K
LWM
93
Lodestone Wealth Management
Washington
$1.8K
AF
94
Allworth Financial
California
$1.04K
CFD
95
Creative Financial Designs
Indiana
$636
AssetMark Inc
96
AssetMark Inc
California
$167
GCM
97
Gunpowder Capital Management
Maryland
$63
JIP
98
Jaffetilchin Investment Partners
Florida
PAMP
99
Polar Asset Management Partners
Ontario, Canada
RAM
100
Readystate Asset Management
Illinois