We are live on ! Find out more
TROW icon

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
MCWS
426
McKinley Carter Wealth Services
West Virginia
$1.34M +$67.1K +635 +5%
CAM
427
Columbia Asset Management
Michigan
$1.33M +$557K +5,275 +57%
BCI
428
Brinker Capital Investments
Pennsylvania
$1.33M -$354K -3,346 -19%
OPS
429
Orion Portfolio Solutions
Nebraska
$1.33M -$354K -3,346 -19%
GCA
430
Greenwood Capital Associates
South Carolina
$1.32M +$159K +1,502 +12%
HIA
431
Harbor Investment Advisory
Maryland
$1.32M -$310K -2,937 -17%
QCM
432
QRG Capital Management
Illinois
$1.3M +$263K +2,491 +21%
TCMP
433
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.3M -$671K -6,347 -31%
SNBOSD
434
Security National Bank of So Dak
Iowa
$1.29M -$26.7K -253 -2%
TSMHT
435
Thurston Springer Miller Herd & Titak
Indiana
$1.28M +$260K +2,457 +21%
HWAM
436
Hennion & Walsh Asset Management
New Jersey
$1.28M -$13.4K -127 -0.9%
CIC
437
Cornercap Investment Counsel
Georgia
$1.27M -$17.8K -168 -1%
JIC
438
Johnson Investment Counsel
Ohio
$1.27M -$2.43K -23 -0.2%
FMWA
439
Forvis Mazars Wealth Advisors
Missouri
$1.27M -$36.8K -348 -2%
PFS
440
Prospera Financial Services
Texas
$1.26M +$804K +7,613 +125%
NWMG
441
Nicholson Wealth Management Group
South Carolina
$1.25M +$69.2K +655 +5%
NIM
442
NEOS Investment Management
Connecticut
$1.25M +$265K +2,506 +23%
HIMCH
443
Hartford Investment Management Co (HIMCO)
Connecticut
$1.25M -$14.9K -141 -1%
CIG
444
Cullen Investment Group
Louisiana
$1.25M +$12.4K +117 +0.9%
IIC
445
Ironwood Investment Counsel
Arizona
$1.24M +$7.82K +74 +0.5%
PIM
446
Plato Investment Management
Australia
$1.24M -$143K -1,356 -9%
BCM
447
Birch Capital Management
Texas
$1.24M -$114K -1,075 -7%
AIM
448
Aigen Investment Management
New York
$1.24M +$1.42M +13,476 New
BCV
449
Banque Cantonale Vaudoise
Switzerland
$1.23M +$1.41M +13,387 New
KNW
450
Kesler Norman & Wride
Utah
$1.22M +$81.7K +773 +6%

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.