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T. Rowe Price

1,084 hedge funds and large institutions have $15.8B invested in T. Rowe Price in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 392 increasing their positions, 427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 77.4%77.45% (+0.05%)

8% less repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 427

4% less funds holding

Funds holding: 1,1251,084 (-41)

20% less capital invested

Capital invested by funds: $19.7B → $15.8B (-$3.86B)

21% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 138

23% less call options, than puts

Call options by funds: $179M | Put options by funds: $233M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
1,084
Holders Change
-41
Holders Change %
-3.64%
% of All Funds
14.53%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
109
Increased
392
Reduced
427
Closed
138
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$3.55M -$33K -312 -0.8%
RP
277
Rowlandmiller & Partners
Georgia
$3.51M -$319K -3,020 -7%
Corient Private Wealth
278
Corient Private Wealth
Florida
$3.51M -$40.7M -384,704 -91%
NB
279
NBT Bank
New York
$3.45M -$93.3K -883 -2%
WCM Investment Management
280
WCM Investment Management
California
$3.41M -$77.5K -733 -2%
SAM
281
Smithbridge Asset Management
Pennsylvania
$3.4M +$3.91M +37,048 New
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$3.4M +$44.3K +419 +1%
ASN
283
Advisory Services Network
Georgia
$3.39M +$1.56M +14,751 +67%
HWM
284
Hohimer Wealth Management
Washington
$3.38M +$3.89M +36,801 New
GAM
285
Gotham Asset Management
New York
$3.34M -$28.3K -268 -0.7%
URS
286
Utah Retirement Systems
Utah
$3.34M
VPIM
287
Vanguard Personalized Indexing Management
California
$3.32M +$407K +3,852 +12%
OC
288
Oppenheimer & Co
New York
$3.27M -$597K -5,647 -14%
ICP
289
Ilex Capital Partners
United Kingdom
$3.26M +$3.75M +35,472 New
KIM
290
Kestra Investment Management
Texas
$3.25M +$2.73M +25,793 +268%
CIBC World Market
291
CIBC World Market
Ontario, Canada
$3.22M -$749K -7,090 -17%
DJSG
292
D.J. St. Germain
Massachusetts
$3.14M +$301K +2,852 +9%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$3.13M +$487K +4,608 +16%
KA
294
Kintegral Advisory
New York
$3.11M -$12K -114 -0.3%
KC
295
Kinloch Capital
Virginia
$3.1M +$34.7K +328 +1%
CAMG
296
CWA Asset Management Group
Florida
$3.08M -$1.01M -9,583 -22%
SC
297
SummitTX Capital
Texas
$3.07M +$3.53M +33,412 New
Natixis Advisors
298
Natixis Advisors
Massachusetts
$3.04M -$1.55M -14,662 -31%
GI
299
GAMCO Investors
Connecticut
$3.03M -$163K -1,542 -4%
Teacher Retirement System of Texas
300
Teacher Retirement System of Texas
Texas
$2.98M -$10.4M -98,046 -75%

TROW Hedge Fund Activity: Q1 2025 in Review

1,084 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2025, worth a combined $15.8B — down 20% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of TROW and 109 opened new positions — a net loss of 29 holders — while 427 trimmed existing stakes and 392 added.

The largest buyer was HB Wealth Management, adding an estimated $110M. The largest seller was Victory Capital Management, cutting an estimated $273M.

  • 1,084 institutional investors held T. Rowe Price (TROW) as of Q1 2025, down from 1,125 in Q4 2024.
  • Funds reported $15.8B of T. Rowe Price stock for Q1 2025, down 20% quarter-over-quarter.
  • 109 funds opened new T. Rowe Price positions in Q1 2025 and 138 closed out, a net change of -29 holders.
  • The largest T. Rowe Price buyer in Q1 2025 was HB Wealth Management, an estimated $110M added.
  • The largest T. Rowe Price seller in Q1 2025 was Victory Capital Management, an estimated $273M sold.

Based on aggregated 13F filings for Q1 2025.