RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

97 hedge funds and large institutions have $161M invested in Royce Micro-Cap Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
38
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$2.2M
2
SCM
Saba Capital Management
New York
$2.51M
3
RCM
Rivernorth Capital Management
Florida
$2.05M
4
SFS
Shaker Financial Services
Virginia
$9.45M
5
WAM
Wolverine Asset Management
Illinois
$4.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$27.1M
2
AAM
Advisors Asset Management
Colorado
$1.16M
3
SC
Sapient Capital
Indiana
$424K
4
LSC
Logan Stone Capital
Illinois
$0
5
ARC
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.1M -$1.48M -160,432 -5%
MWM
2
Modern Wealth Management
Kansas
$10.1M +$193K +20,815 +2%
UBS Group
3
UBS Group
Switzerland
$9.54M +$293K +31,695 +3%
SFS
4
Shaker Financial Services
Virginia
$9.45M +$1.06M +114,526 +13%
ARA
5
Alexander Randolph Advisory
Virginia
$8.92M -$170K -18,417 -2%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$7.7M +$805K +87,000 +12%
LPL Financial
7
LPL Financial
California
$6.92M +$708K +76,560 +11%
Wells Fargo
8
Wells Fargo
California
$6.48M +$951K +102,844 +17%
PAIM
9
Punch & Associates Investment Management
Minnesota
$5.7M +$59.2K +6,395 +1%
Bank of America
10
Bank of America
North Carolina
$4.94M +$26.5K +2,860 +0.5%
FHA
11
Flagship Harbor Advisors
Massachusetts
$4.78M -$223K -24,120 -4%
WAM
12
Wolverine Asset Management
Illinois
$4.56M +$1M +108,516 +28%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$4.38M +$107K +11,555 +3%
MAA
14
Mraz Amerine & Associates
California
$3.36M -$51.8K -5,598 -2%
Raymond James Financial
15
Raymond James Financial
Florida
$3.02M -$78.9K -8,534 -3%
FC
16
FCA Corp
Texas
$2.83M +$92.7K +10,019 +3%
SCM
17
Saba Capital Management
New York
$2.51M +$2.08M +224,373 +475%
TFF
18
The Family Firm
Maryland
$2.24M -$29.7K -3,778 -1%
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$2.2M +$2.2M +238,368 New
CA
20
Clearstead Advisors
Ohio
$2.07M -$273K -29,564 -12%
RCM
21
Rivernorth Capital Management
Florida
$2.05M +$2.05M +221,849 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.99M +$66K +7,134 +3%
BA
23
Bard Associates
Illinois
$1.42M -$925 -100 -0.1%
HKAM
24
Horizon Kinetics Asset Management
New York
$1.27M – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.22M -$252K -27,207 -17%
1
2 3 4 5