RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

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
+4
Holders Change %
+4.26%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
38
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.2M
2
SCM
Saba Capital Management
New York
+$2.08M
3
RCM
Rivernorth Capital Management
Florida
+$2.05M
4
SFS
Shaker Financial Services
Virginia
+$1.06M
5
WAM
Wolverine Asset Management
Illinois
+$1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48M
2
AAM
Advisors Asset Management
Colorado
-$1.33M
3
SC
Sapient Capital
Indiana
-$424K
4
LSC
Logan Stone Capital
Illinois
-$331K
5
ARC
Advisor Resource Council
Texas
-$301K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMO
76
Heritage Wealth Management (Ohio)
Ohio
$114K -$67.9K -7,337 -37%
SIA
77
Soltis Investment Advisors
Utah
$110K – – –
PCMF
78
Private Capital Management (Florida)
Florida
$109K +$109K +11,834 New
VCP
79
Verus Capital Partners
Arizona
$107K +$107K +11,593 New
Vanguard Group
80
Vanguard Group
Pennsylvania
$102K +$2.06K +223 +2%
Citadel Advisors
81
Citadel Advisors
Florida
$99.7K +$99.7K +10,777 New
EFG
82
Ehrlich Financial Group
California
$97.6K +$721 +78 +0.7%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$95K -$30.5K -3,305 -24%
ECM
84
Eisler Capital Management
United Kingdom
$92.5K – – –
TCM
85
TD Capital Management
Tennessee
$41.6K – – –
SN
86
Sittner & Nelson
Oregon
$39.5K +$796 +86 +2%
NB
87
NBT Bank
New York
$37.3K – – –
Citigroup
88
Citigroup
New York
$33.4K +$33.4K +3,606 New
CTA
89
Colonial Trust Advisors
South Carolina
$32.4K +$9.25K +1,000 +40%
BC
90
Barrett & Company
Rhode Island
$30.1K – – –
AUB
91
Atlantic Union Bankshares
Virginia
$19.4K +$19.4K +2,096 New
EWA
92
EverSource Wealth Advisors
Alabama
$12K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$7.91K +$7.91K +855 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$4.02K -$12.1K -1,309 -75%
AF
95
Allworth Financial
California
$925 +$925 +100 New
Comerica Bank
96
Comerica Bank
Texas
$733 +$19 +2 +3%
CFD
97
Creative Financial Designs
Indiana
$564 – – –
AssetMark Inc
98
AssetMark Inc
California
$148 – – –
LSC
99
Logan Stone Capital
Illinois
– -$331K -39,319 Closed
ARC
100
Advisor Resource Council
Texas
– -$301K -35,688 Closed
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