RMT

Royce Micro-Cap Trust

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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
31
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.1M +$5.25M +623,216 +25%
MWM
2
Modern Wealth Management
Kansas
$9.06M +$894K +106,092 +11%
UBS Group
3
UBS Group
Switzerland
$8.43M -$76K -9,010 -0.9%
ARA
4
Alexander Randolph Advisory
Virginia
$8.28M -$73.4K -8,710 -0.9%
SFS
5
Shaker Financial Services
Virginia
$7.65M +$1.45M +172,411 +23%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$6.29M +$425K +50,461 +7%
LPL Financial
7
LPL Financial
California
$5.66M +$662K +78,528 +13%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.15M -$4.01M -476,012 -44%
Wells Fargo
9
Wells Fargo
California
$5.04M -$50.7K -6,010 -1%
FHA
10
Flagship Harbor Advisors
Massachusetts
$4.56M -$54.2K -6,430 -1%
Bank of America
11
Bank of America
North Carolina
$4.48M +$225K +26,705 +5%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$3.89M +$249K +29,481 +7%
WAM
13
Wolverine Asset Management
Illinois
$3.24M +$255K +30,225 +9%
MAA
14
Mraz Amerine & Associates
California
$3.12M -$11.9K -1,411 -0.4%
Raymond James Financial
15
Raymond James Financial
Florida
$2.82M -$178K -21,163 -6%
FC
16
FCA Corp
Texas
$2.5M -$68.8K -8,161 -3%
AAM
17
Advisors Asset Management
Colorado
$2.27M -$1.95M -231,511 -46%
CA
18
Clearstead Advisors
Ohio
$2.13M -$12.6K -1,493 -0.6%
TFF
19
The Family Firm
Maryland
$2.08M -$64.5K -8,950 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.75M +$86.8K +10,290 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.34M +$73.4K +8,704 +6%
BA
22
Bard Associates
Illinois
$1.3M
HKAM
23
Horizon Kinetics Asset Management
New York
$1.15M -$3.16K -375 -0.3%
MC
24
Moors & Cabot
Massachusetts
$951K +$3.39K +402 +0.4%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$855K -$16.7K -1,986 -2%