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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
MFG
501
Merit Financial Group
Georgia
$937K -$325K -3,079 -23%
ZIG
502
Zurich Insurance Group
Switzerland
$937K
AWA
503
Arkadios Wealth Advisors
Georgia
$933K +$1.07M +10,151 New
BIA
504
Beacon Investment Advisors
Maryland
$931K +$23K +218 +2%
CA
505
Clearstead Advisors
Ohio
$926K -$385K -3,641 -27%
DFA
506
Delta Financial Advisors
Louisiana
$924K -$8.45K -80 -0.8%
CLA
507
Carnegie Lake Advisors
New Jersey
$922K
DWA
508
Douglass Winthrop Advisors
New York
$919K
SA
509
Sanctuary Advisors
Indiana
$918K -$434K -4,110 -29%
1832 Asset Management
510
1832 Asset Management
Ontario, Canada
$917K +$1.05M +9,983 New
PWP
511
Principle Wealth Partners
Connecticut
$914K +$85.6K +810 +9%
VAM
512
Verity Asset Management
North Carolina
$912K -$149K -1,406 -12%
AWS
513
Atria Wealth Solutions
New York
$911K +$4.86K +46 +0.5%
ALMGDA
514
AG2R La Mondiale Gestion d'Actifs
France
$899K +$1.01M +9,604 New
VI
515
Versor Investments
New York
$899K +$1.03M +9,782 New
UHC
516
Union Heritage Capital
Michigan
$894K
RIL
517
Rothschild Investment LLC
Illinois
$890K -$15K -142 -1%
VIG
518
Vienna Insurance Group
Poland
$886K -$106K -1,005 -9%
PRP
519
Peak Retirement Planning
Ohio
$886K -$117K -1,106 -10%
Swedbank
520
Swedbank
Sweden
$885K
SCA
521
Snowden Capital Advisors
New York
$884K +$223K +2,114 +28%
AA
522
Argent Advisors
Louisiana
$874K +$64.7K +612 +7%
DTL
523
Dynamic Technology Lab
Singapore
$868K +$619K +5,860 +164%
WCP
524
Wealthcare Capital Partners
Pennsylvania
$866K +$12.2K +115 +1%
MCM
525
MAI Capital Management
Ohio
$860K -$54.2K -513 -5%

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.