We are live on ! Find out more
RMT

Royce Micro-Cap Trust

105 hedge funds and large institutions have $227M invested in Royce Micro-Cap Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $203M → $227M (+$23.9M)

7% more funds holding

Funds holding: 98105 (+7)

1.11% more ownership

Funds ownership: 36.94%38.05% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$159K +$2.74K +236 +2%
JWA
77
JFS Wealth Advisors
Pennsylvania
$157K
CEFA
78
Closed-End Fund Advisors
Virginia
$156K
VCP
79
Verus Capital Partners
Arizona
$150K +$686 +59 +0.4%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$145K +$149K +12,852 New
SIA
81
Soltis Investment Advisors
Utah
$135K
TCM
82
Traub Capital Management
Massachusetts
$129K -$170K -14,628 -56%
VNT
83
Vanguard National Trust
Pennsylvania
$125K +$128K +11,051 New
SF
84
Summit Financial
New Jersey
$125K
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$116K
HC
86
Hara Capital
Washington
$114K -$324K -27,900 -73%
TCM
87
TD Capital Management
Tennessee
$50.9K
SN
88
Sittner & Nelson
Oregon
$50.3K
NB
89
NBT Bank
New York
$45.6K
ASN
90
Advisory Services Network
Georgia
$39.3K +$40.4K +3,472 New
BC
91
Barrett & Company
Rhode Island
$36.8K
IAIM
92
International Assets Investment Management
Florida
$34.5K +$593 +51 +2%
WAM
93
Wolverine Asset Management
Illinois
$30.5K -$2.27M -195,621 -99%
DSC
94
Daytona Street Capital
Missouri
$26.5K
AUB
95
Atlantic Union Bankshares
Virginia
$23.7K
GSEP
96
Golden State Equity Partners
California
$17.4K +$17.8K +1,534 New
EWA
97
EverSource Wealth Advisors
Alabama
$14.7K
CTA
98
Colonial Trust Advisors
South Carolina
$11.3K +$11.6K +1,000 New
FFA
99
Farther Finance Advisors
California
$5.42K +$5.48K +471 New
LWM
100
Lodestone Wealth Management
Washington
$1.96K

RMT Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q1 2026, worth a combined $227M — up 12% from $203M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RMT positions and 7 closed out — a net gain of 9 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $4.07M. The largest seller was Shaker Financial Services, cutting an estimated $5.04M.

  • 105 institutional investors held Royce Micro-Cap Trust (RMT) as of Q1 2026, up from 98 in Q4 2025.
  • Funds reported $227M of Royce Micro-Cap Trust stock for Q1 2026, up 12% quarter-over-quarter.
  • 16 funds opened new Royce Micro-Cap Trust positions in Q1 2026 and 7 closed out, a net change of +9 holders.
  • The largest Royce Micro-Cap Trust buyer in Q1 2026 was Saba Capital Management, an estimated $4.07M added.
  • The largest Royce Micro-Cap Trust seller in Q1 2026 was Shaker Financial Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2026.