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T. Rowe Price

1,085 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, 428 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: 428

4% less funds holding

Funds holding: 1,1261,085 (-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
1,085
Holders Change
-41
Holders Change %
-3.64%
% of All Funds
14.55%
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
428
Closed
138
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
401
United Asset Strategies
New York
$1.55M +$483K +4,568 +37%
HCA
402
Horan Capital Advisors
Ohio
$1.54M -$30.6K -290 -2%
EI
403
Ethic Inc
New York
$1.52M -$297K -2,807 -15%
SPC
404
Sigma Planning Corp
Michigan
$1.5M +$217K +2,053 +14%
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
$1.49M -$82.4K -780 -5%
SGCA
406
Steel Grove Capital Advisors
Tennessee
$1.47M +$1.69M +15,968 New
HNB
407
Huntington National Bank
Ohio
$1.45M -$137K -1,299 -8%
SNBOSCI
408
Security National Bank of Sioux City Iowa
Iowa
$1.45M +$103K +973 +7%
TW
409
Trajan Wealth
Arizona
$1.44M +$105K +992 +7%
DF
410
Donoghue Forlines
Massachusetts
$1.43M +$295K +2,791 +22%
LF
411
Lantz Financial
Illinois
$1.42M -$89.3K -845 -5%
GA
412
Greenspring Advisors
Maryland
$1.42M
RT
413
Rockland Trust
Massachusetts
$1.41M +$107K +1,012 +7%
PCM
414
Poehling Capital Management
Wisconsin
$1.41M +$75.3K +713 +5%
Nomura Holdings
415
Nomura Holdings
Japan
$1.41M -$200K -1,894 -11%
PA
416
Pinnacle Associates
New York
$1.4M +$52.8K +500 +3%
AIP
417
Ameritas Investment Partners
Nebraska
$1.4M +$159K +1,503 +11%
B
418
Bellecapital
Switzerland
$1.4M +$338K +3,195 +27%
CIEC
419
Crédit Industriel et Commercial
France
$1.38M +$1.33M +12,604 +510%
VCA
420
Verdence Capital Advisors
Maryland
$1.38M -$1.13M -10,652 -42%
CC
421
Centiva Capital
New York
$1.38M +$1.06M +10,043 +203%
KRS
422
Kentucky Retirement Systems
Kentucky
$1.38M -$34.1K -323 -2%
Jones Financial Companies
423
Jones Financial Companies
Missouri
$1.37M +$749K +7,086 +90%
MTC
424
Matrix Trust Company
Colorado
$1.36M +$3.49K +33 +0.2%
MGP
425
Metis Global Partners
California
$1.35M -$118K -1,119 -7%

TROW Hedge Fund Activity: Q1 2025 in Review

1,085 of the 7,459 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 428 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.

  • 1,085 institutional investors held T. Rowe Price (TROW) as of Q1 2025, down from 1,126 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.