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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
HWMO
76
Heritage Wealth Management (Ohio)
Ohio
$129K
SIA
77
Soltis Investment Advisors
Utah
$124K
Vanguard Group
78
Vanguard Group
Pennsylvania
$115K
SF
79
Summit Financial
New Jersey
$115K -$35.3K -3,400 -24%
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$107K
HFS
81
Heritage Financial Services
Massachusetts
$105K +$105K +10,101 New
SN
82
Sittner & Nelson
Oregon
$52.3K +$1.03K +99 +2%
TCM
83
TD Capital Management
Tennessee
$46.9K
NB
84
NBT Bank
New York
$42K
KAS
85
Kestra Advisory Services
Texas
$40.1K +$40K +3,846 New
BC
86
Barrett & Company
Rhode Island
$33.9K
IAIM
87
International Assets Investment Management
Florida
$30.7K +$30.6K +2,947 New
DSC
88
Daytona Street Capital
Missouri
$23.8K +$23.7K +2,281 New
AUB
89
Atlantic Union Bankshares
Virginia
$21.9K
EWA
90
EverSource Wealth Advisors
Alabama
$13.6K
MB
91
MidFirst Bank
Oklahoma
$6.98K +$6.95K +669 New
NL
92
Navalign LLC
California
$5.81K +$5.79K +557 New
HWP
93
Highline Wealth Partners
California
$2.09K -$935 -90 -31%
LWM
94
Lodestone Wealth Management
Washington
$1.8K +$1.8K +173 New
AF
95
Allworth Financial
California
$1.04K
CFD
96
Creative Financial Designs
Indiana
$636
AssetMark Inc
97
AssetMark Inc
California
$167
GCM
98
Gunpowder Capital Management
Maryland
$63 +$62 +6 New
JIP
99
Jaffetilchin Investment Partners
Florida
-$826K -79,526 Closed
PAMP
100
Polar Asset Management Partners
Ontario, Canada
-$741K -71,294 Closed