Royce Micro-Cap Trust
RMT
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 11 closing their positions.
0.13% more ownership
Funds ownership: 32.43% → 32.56% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
2% less funds holding
Funds holding: 96 → 94 (-2)
13% less capital invested
Capital invested by funds: $160M → $139M (-$21M)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.89M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.63M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$1M |
| 4 |
LPL Financial
San Diego,
California
|
+$742K |
| 5 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$518K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$4.5M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.19M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.25M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$877K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$870K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFBTD
101
First Financial Bank - Trust Division
Hamilton,
Ohio
| – | -$105K | -10,741 | Closed |
|
|
NSIM
102
North Star Investment Management
Chicago,
Illinois
| – | -$11.5K | -1,176 | Closed |
|
|
CAS
103
Coppell Advisory Solutions
Coppell,
Texas
| – | -$10K | -1,036 | Closed |
|
104
Bessemer Group
Woodbridge,
New Jersey
| – | -$10K | -995 | Closed |
|
|
WA
105
WPG Advisers
Baltimore,
Maryland
| – | -$538 | -55 | Closed |
|
RMT Hedge Fund Activity: Q1 2025 in Review
94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q1 2025, worth a combined $139M — down 13% from $160M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of RMT and 9 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 31 added.
The largest buyer was Morgan Stanley, adding an estimated $5.89M. The largest seller was Punch & Associates Investment Management, cutting an estimated $4.5M.
- 94 institutional investors held Royce Micro-Cap Trust (RMT) as of Q1 2025, down from 96 in Q4 2024.
- Funds reported $139M of Royce Micro-Cap Trust stock for Q1 2025, down 13% quarter-over-quarter.
- 9 funds opened new Royce Micro-Cap Trust positions in Q1 2025 and 11 closed out, a net change of -2 holders.
- The largest Royce Micro-Cap Trust buyer in Q1 2025 was Morgan Stanley, an estimated $5.89M added.
- The largest Royce Micro-Cap Trust seller in Q1 2025 was Punch & Associates Investment Management, an estimated $4.5M sold.
Based on aggregated 13F filings for Q1 2025.