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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
Stifel Financial
26
Stifel Financial
Missouri
$140M -$113K -972 -0.1%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$122M +$32.8M +283,495 +36%
Norges Bank
28
Norges Bank
Norway
$118M +$30.8M +265,593 +34%
Deutsche Bank
29
Deutsche Bank
Germany
$114M +$13.4M +115,422 +13%
CIM
30
Confluence Investment Management
Missouri
$112M +$293K +2,532 +0.3%
Bank of America
31
Bank of America
North Carolina
$110M -$33.1M -286,211 -23%
WP
32
WMS Partners
Maryland
$108M -$11.4M -98,856 -9%
Capital World Investors
33
Capital World Investors
California
$105M
MCM
34
Marathon Capital Management
Maryland
$88.2M -$4.79M -41,324 -5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$85.1M +$7.69M +66,444 +10%
Citadel Advisors
36
Citadel Advisors
Florida
$74M +$58.1M +501,701 +329%
SLAM
37
Swiss Life Asset Management
$73.6M +$39.6M +342,042 +111%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$71.8M +$3.87M +33,453 +6%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$71.1M -$4.14M -35,775 -5%
N
40
Nuveen
North Carolina
$71M +$1.31M +11,308 +2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$70.2M -$1.23M -10,613 -2%
Ameriprise
42
Ameriprise
Minnesota
$69.1M -$17.7M -152,555 -18%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$67.4M +$22.9M +198,029 +50%
JP Morgan Chase
44
JP Morgan Chase
New York
$63.4M -$73.6M -635,934 -53%
Marshall Wace
45
Marshall Wace
United Kingdom
$63.3M +$64.8M +559,586 New
Caisse de Depot et Placement du Quebec (CDPQ)
46
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$58.4M +$13.7M +118,654 +30%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$58.1M +$32.4M +280,056 +120%
Barclays
48
Barclays
United Kingdom
$57.8M -$36.1M -311,620 -38%
VF
49
Vest Financial
Virginia
$57.3M +$8.91M +76,910 +18%
Franklin Resources
50
Franklin Resources
California
$55.7M +$241K +2,085 +0.4%

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.