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T Rowe Price
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Overview Fund Activity

1,070 hedge funds and large institutions have $15.6B invested in T Rowe Price in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-45
Holders Change %
-4.04%
% of All Funds
14.53%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
110
Increased
387
Reduced
419
Closed
137
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$95.9M
2
Invesco
Invesco
Georgia
+$95.2M
3
Millennium Management
Millennium Management
New York
+$81.6M
4
BlackRock
BlackRock
New York
+$75.5M
5
Charles Schwab
Charles Schwab
California
+$47.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$238M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$214M
3
Marshall Wace
Marshall Wace
United Kingdom
-$50.9M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$44.2M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
501
Arkadios Wealth Advisors
Georgia
$933K +$933K +10,151 New
BIA
502
Beacon Investment Advisors
Maryland
$931K +$20K +218 +2%
CA
503
Clearstead Advisors
Ohio
$926K -$335K -3,641 -27%
DFA
504
Delta Financial Advisors
Louisiana
$924K -$7.35K -80 -0.8%
CLA
505
Carnegie Lake Advisors
New Jersey
$922K – – –
DWA
506
Douglass Winthrop Advisors
New York
$919K – – –
1832 Asset Management
507
1832 Asset Management
Ontario, Canada
$917K +$917K +9,983 New
PWP
508
Principle Wealth Partners
Connecticut
$914K +$74.4K +810 +9%
VAM
509
Verity Asset Management
North Carolina
$912K -$129K -1,406 -12%
AWS
510
Atria Wealth Solutions
New York
$911K +$4.23K +46 +0.5%
ALMGDA
511
AG2R La Mondiale Gestion d'Actifs
France
$899K +$899K +9,604 New
VI
512
Versor Investments
New York
$899K +$899K +9,782 New
UHC
513
Union Heritage Capital
Michigan
$894K – – –
RIL
514
Rothschild Investment LLC
Illinois
$890K -$13K -142 -1%
VIG
515
Vienna Insurance Group
Poland
$886K -$92.3K -1,005 -9%
Swedbank
516
Swedbank
Sweden
$885K – – –
SCA
517
Snowden Capital Advisors
New York
$884K +$194K +2,114 +28%
AA
518
Argent Advisors
Louisiana
$874K +$56.2K +612 +7%
DTL
519
Dynamic Technology Lab
Singapore
$868K +$539K +5,860 +164%
WCP
520
Wealthcare Capital Partners
Pennsylvania
$866K +$10.6K +115 +1%
MCM
521
MAI Capital Management
Ohio
$860K -$47.1K -513 -5%
OPTFSNA
522
Old Point Trust & Financial Services N A
Virginia
$859K -$10.6K -115 -1%
SB
523
Simmons Bank
Arkansas
$857K -$35.4K -385 -4%
EWA
524
EP Wealth Advisors
California
$853K +$36.8K +401 +5%
FRM
525
Fox Run Management
Connecticut
$846K +$846K +9,214 New
19 20
21
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