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