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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
SCM
1
Saba Capital Management
New York
$33.5M +$4.07M +350,491 +13%
Morgan Stanley
2
Morgan Stanley
New York
$29.8M -$239K -20,582 -0.8%
LPL Financial
3
LPL Financial
California
$12.2M +$701K +60,316 +6%
MWM
4
Modern Wealth Management
Kansas
$11.8M -$289K -24,875 -2%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$11.5M +$134K +11,524 +1%
ARA
6
Alexander Randolph Advisory
Virginia
$11.1M +$140K +12,006 +1%
RCM
7
Rivernorth Capital Management
Florida
$10.2M +$63.1K +5,424 +0.6%
UBS Group
8
UBS Group
Switzerland
$9.79M -$272K -23,403 -3%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$7.14M +$824K +70,895 +13%
Wells Fargo
10
Wells Fargo
California
$6.73M +$915K +78,700 +15%
Bank of America
11
Bank of America
North Carolina
$6.48M +$125K +10,748 +2%
PAIM
12
Punch & Associates Investment Management
Minnesota
$6.17M -$818K -70,323 -11%
FHA
13
Flagship Harbor Advisors
Massachusetts
$5.98M +$7.08K +609 +0.1%
SFS
14
Shaker Financial Services
Virginia
$4.48M -$5.04M -433,314 -52%
MAA
15
Mraz Amerine & Associates
California
$3.97M -$52K -4,470 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$3.73M +$91.4K +7,862 +2%
FC
17
FCA Corp
Texas
$3.54M +$62K +5,335 +2%
Lazard Asset Management
18
Lazard Asset Management
New York
$3.39M +$3.49M +300,000 New
ACM
19
Altium Capital Management
New York
$2.75M +$1.81M +155,972 +179%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.4M -$323K -27,754 -12%
WW
21
Waterfront Wealth
Kansas
$2.36M +$2.43M +208,749 New
CA
22
Clearstead Advisors
Ohio
$2.3M -$62.6K -5,384 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.92M +$620K +53,291 +46%
HKAM
24
Horizon Kinetics Asset Management
New York
$1.5M -$16.5K -1,419 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.41M -$41.2K -3,547 -3%