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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
PWC
401
PYA Waltman Capital
Tennessee
$1.93M +$43K +371 +2%
Mercer Global Advisors
402
Mercer Global Advisors
Colorado
$1.93M +$519K +4,480 +36%
SC
403
Savant Capital
Illinois
$1.89M -$94.6K -817 -5%
MCP
404
Martin Capital Partners
Oregon
$1.89M -$2.75M -23,711 -59%
WI
405
WBI Investments
New Jersey
$1.87M -$227K -1,961 -11%
TRSOTSOK
406
Teachers Retirement System of the State of Kentucky
Kentucky
$1.86M -$29.1K -251 -2%
SCA
407
Sippican Capital Advisors
Massachusetts
$1.86M -$256K -2,215 -12%
VHAM
408
Van Hulzen Asset Management
California
$1.85M +$127K +1,100 +7%
I
409
InceptionR
California
$1.85M +$1.66M +14,323 +694%
LF
410
Lantz Financial
Illinois
$1.85M +$90.7K +783 +5%
MGP
411
Metis Global Partners
California
$1.79M +$354K +3,057 +24%
RI
412
Ridgewood Investments
New Jersey
$1.78M +$33.2K +287 +2%
GA
413
Greenspring Advisors
Maryland
$1.74M
JSL
414
JT Stratford LLC
Georgia
$1.74M +$76.2K +658 +4%
KRS
415
Kentucky Retirement Systems
Kentucky
$1.73M -$24.3K -210 -1%
BAMCO Inc
416
BAMCO Inc
New York
$1.73M
FMC
417
First Merchants Corp
Indiana
$1.71M -$145K -1,251 -8%
MIF
418
Mediolanum International Funds
Ireland
$1.69M +$1.72M +14,860 New
PIM
419
Plato Investment Management
Australia
$1.67M -$14.9K -129 -0.9%
PA
420
Pinnacle Associates
New York
$1.67M -$164K -1,419 -9%
MTC
421
Matrix Trust Company
Colorado
$1.67M +$118K +1,019 +7%
SNBOSCI
422
Security National Bank of Sioux City Iowa
Iowa
$1.67M -$3.24K -28 -0.2%
PCM
423
Poehling Capital Management
Wisconsin
$1.65M -$1.85K -16 -0.1%
TW
424
Trajan Wealth
Arizona
$1.65M +$135K +1,168 +9%
BCM
425
Birch Capital Management
Texas
$1.65M -$533K -4,600 -24%

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.