RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

94 hedge funds and large institutions have $139M invested in Royce Micro-Cap Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.25M
2
SFS
Shaker Financial Services
Virginia
+$1.45M
3
MWM
Modern Wealth Management
Kansas
+$894K
4
LPL Financial
LPL Financial
California
+$662K
5
NAS
NWF Advisory Services
California
+$462K

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.74M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$4.01M
3
AAM
Advisors Asset Management
Colorado
-$1.95M
4
1CP
1607 Capital Partners
Virginia
-$783K
5
AA
AQR Arbitrage
Connecticut
-$776K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
76
Ehrlich Financial Group
California
$88.3K – – –
ECM
77
Eisler Capital Management
United Kingdom
$84K +$84K +10,000 New
CWC
78
Carolinas Wealth Consulting
North Carolina
$78.8K – – –
EC
79
Elequin Capital
New York
$50.8K +$50.8K +6,023 New
TCM
80
TD Capital Management
Tennessee
$37.9K – – –
SN
81
Sittner & Nelson
Oregon
$35.3K +$759 +90 +2%
NB
82
NBT Bank
New York
$34K – – –
CCM
83
Coldstream Capital Management
Washington
$31.2K +$31.2K +3,697 New
BC
84
Barrett & Company
Rhode Island
$27.4K – – –
CTA
85
Colonial Trust Advisors
South Carolina
$21.1K +$21.1K +2,500 New
SSB
86
Sandy Spring Bank
Maryland
$17.7K – – –
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$14.7K +$303 +36 +2%
EWA
88
EverSource Wealth Advisors
Alabama
$11K – – –
CW
89
Curio Wealth
Maryland
$9.75K -$9.74M -999 -100%
GJIA
90
Glass Jacobson Investment Advisors
Maryland
$7.64K – – –
CA
91
Continuum Advisory
Idaho
$4.21K +$4.21K +499 New
Comerica Bank
92
Comerica Bank
Texas
$651 – – –
CFD
93
Creative Financial Designs
Indiana
$514 – – –
AssetMark Inc
94
AssetMark Inc
California
$135 – – –
HighTower Advisors
95
HighTower Advisors
Illinois
– -$387K -39,663 Closed
AWM
96
Apollon Wealth Management
South Carolina
– -$341K -35,024 Closed
RWP
97
Revolve Wealth Partners
New Jersey
– -$148K -15,179 Closed
HPCM
98
Hunter Perkins Capital Management
Illinois
– -$128K -13,093 Closed
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
– -$113K -11,581 Closed
FFBTD
100
First Financial Bank - Trust Division
Ohio
– -$105K -10,741 Closed
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4
5