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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
PAG
526
Private Advisor Group
New Jersey
$1.06M -$309K -2,669 -22%
IAIM
527
International Assets Investment Management
Florida
$1.06M -$123M -1,058,305 -99%
CIAS
528
CFS Investment Advisory Services
New Jersey
$1.05M -$11.3K -98 -1%
WCP
529
Wealthcare Capital Partners
Pennsylvania
$1.05M +$1.08M +9,314 New
CFD
530
Creative Financial Designs
Indiana
$1.05M +$22.2K +192 +2%
CAM
531
Columbia Asset Management
Michigan
$1.04M +$17.9K +155 +2%
PWP
532
Principle Wealth Partners
Connecticut
$1.03M
BFS
533
Bradley Foster & Sargent
Connecticut
$1.03M -$64.8K -560 -6%
Thrivent Financial for Lutherans
534
Thrivent Financial for Lutherans
Minnesota
$1.03M -$2.78K -24 -0.3%
CB
535
Cadence Bank
Mississippi
$1.03M -$22.1K -191 -2%
BLAM
536
Bourne Lent Asset Management
New York
$1.03M
PFS
537
Physicians Financial Services
North Carolina
$1.02M -$20.3K -175 -2%
ET
538
Entropy Technologies
New York
$1.02M +$1.04M +8,990 New
AA
539
Argent Advisors
Louisiana
$1.01M +$56.7K +490 +6%
EWA
540
EP Wealth Advisors
California
$1.01M -$9.26K -80 -0.9%
TCM
541
Tufton Capital Management
Maryland
$980K -$16.2K -140 -2%
PHIC
542
Pine Haven Investment Counsel
Massachusetts
$976K +$3.47K +30 +0.3%
TA
543
TCM Advisors
West Virginia
$973K
ECA
544
Elevated Capital Advisors
Utah
$964K +$30K +259 +3%
SAM
545
Stansberry Asset Management
Texas
$959K +$63.5K +548 +7%
WS
546
Wedbush Securities
California
$941K +$55K +475 +6%
UCFA
547
United Capital Financial Advisors
Texas
$934K -$217K -1,875 -19%
PP
548
Prudential plc
United Kingdom
$926K -$315K -2,720 -25%
SC
549
Sepio Capital
Utah
$924K +$9.15K +79 +1%
BMC
550
Benin Management Corp
Connecticut
$914K -$151K -1,300 -14%

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.