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T. Rowe Price

1,126 hedge funds and large institutions have $19.7B invested in T. Rowe Price in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 397 increasing their positions, 396 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more capital invested

Capital invested by funds: $18B → $19.7B (+$1.65B)

7% more funds holding

Funds holding: 1,0511,126 (+75)

2.59% more ownership

Funds ownership: 74.81%77.4% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 396

7% less call options, than puts

Call options by funds: $224M | Put options by funds: $241M

Holders
1,126
Holders Change
+75
Holders Change %
+7.14%
% of All Funds
14.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
169
Increased
397
Reduced
396
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UM
351
UniSuper Management
Australia
$2.61M +$316K +2,731 +13%
NSEDCP
352
NJ State Employees Deferred Compensation Plan
New Jersey
$2.6M
JFG
353
Jefferies Financial Group
New York
$2.59M +$1.29M +11,142 +95%
LFS
354
Legacy Financial Strategies
Kansas
$2.52M -$60.9K -526 -2%
CAM
355
Cresset Asset Management
Illinois
$2.52M -$1.27M -10,992 -33%
ASN
356
Advisory Services Network
Georgia
$2.5M +$109K +943 +4%
FCH
357
Freestone Capital Holdings
Washington
$2.47M +$77.1K +666 +3%
LS
358
Leelyn Smith
Illinois
$2.41M +$24.4K +211 +1%
IPW
359
Inlet Private Wealth
Florida
$2.41M -$139K -1,200 -5%
BCM
360
Brown Capital Management
Maryland
$2.4M -$158K -1,363 -6%
MSU
361
Mizuho Securities USA
New York
$2.38M +$767K +6,622 +46%
Public Employees Retirement Association of Colorado
362
Public Employees Retirement Association of Colorado
Colorado
$2.38M -$172K -1,484 -7%
OAC
363
OMERS Administration Corp
Ontario, Canada
$2.38M -$698K -6,030 -22%
BFW
364
Brady Family Wealth
Missouri
$2.35M -$139K -1,197 -5%
P
365
&Partners
Tennessee
$2.31M +$724K +6,255 +45%
TCMP
366
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.31M +$603K +5,205 +34%
OAM
367
Oak Asset Management
California
$2.3M -$3.47K -30 -0.1%
RVM
368
Robinson Value Management
Texas
$2.3M +$2.35M +20,296 New
NEI
369
Northwest & Ethical Investments
Ontario, Canada
$2.28M +$2.33M +20,152 New
MCA
370
MSH Capital Advisors
Arizona
$2.26M +$232K +2,005 +11%
FMI
371
F/M Investments
District of Columbia
$2.25M +$918K +7,928 +66%
RC
372
Roundview Capital
New Jersey
$2.25M -$26.9K -232 -1%
SAM
373
Shell Asset Management
Netherlands
$2.23M -$30.1K -260 -1%
GL
374
GHE LLC
Tennessee
$2.21M -$14K -121 -0.6%
EI
375
Ethic Inc
New York
$2.18M -$98K -846 -4%

TROW Hedge Fund Activity: Q4 2024 in Review

1,126 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2024, worth a combined $19.7B — up 9.2% from $18B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new TROW positions and 76 closed out — a net gain of 93 holders — while 397 added to existing stakes and 396 trimmed.

The largest buyer was UBS Group, adding an estimated $134M. The largest seller was International Assets Investment Management, cutting an estimated $123M.

  • 1,126 institutional investors held T. Rowe Price (TROW) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $19.7B of T. Rowe Price stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 169 funds opened new T. Rowe Price positions in Q4 2024 and 76 closed out, a net change of +93 holders.
  • The largest T. Rowe Price buyer in Q4 2024 was UBS Group, an estimated $134M added.
  • The largest T. Rowe Price seller in Q4 2024 was International Assets Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2024.