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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
OPTFSNA
526
Old Point Trust & Financial Services N A
Virginia
$859K -$12.2K -115 -1%
SB
527
Simmons Bank
Arkansas
$857K -$40.7K -385 -4%
EWA
528
EP Wealth Advisors
California
$853K +$42.4K +401 +5%
FRM
529
Fox Run Management
Connecticut
$846K +$974K +9,214 New
CLGM
530
Capitolis Liquid Global Markets
New York
$845K -$84.5K -800 -8%
WW
531
Winnow Wealth
Texas
$844K +$130K +1,228 +15%
DC
532
Davenport & Co
Virginia
$844K +$168K +1,589 +21%
Thrivent Financial for Lutherans
533
Thrivent Financial for Lutherans
Minnesota
$840K +$1.69K +16 +0.2%
CB
534
Cadence Bank
Mississippi
$837K +$4.75K +45 +0.5%
TA
535
TCM Advisors
West Virginia
$827K
Los Angeles Capital Management
536
Los Angeles Capital Management
California
$823K -$50.8M -481,096 -98%
EGM
537
Engineers Gate Manager
New York
$818K +$940K +8,900 New
PFS
538
Physicians Financial Services
North Carolina
$815K -$18.3K -173 -2%
IAIM
539
International Assets Investment Management
Florida
$810K -$56.6K -536 -6%
WPW
540
Waldron Private Wealth
Pennsylvania
$798K -$135K -1,277 -13%
GAM
541
Groupama Asset Management
France
$795K +$210K +1,990 +30%
Lido Advisors
542
Lido Advisors
California
$793K -$259K -2,450 -22%
TCM
543
Tufton Capital Management
Maryland
$788K -$9.72K -92 -1%
CIAS
544
Capital Investment Advisory Services
North Carolina
$787K +$353K +3,344 +64%
OAM
545
Oxford Asset Management
United Kingdom
$782K +$900K +8,516 New
BFS
546
Bradley Foster & Sargent
Connecticut
$776K -$72.1K -682 -7%
ECA
547
Elevated Capital Advisors
Utah
$774K -$10.1K -96 -1%
PAG
548
Private Advisor Group
New Jersey
$774K -$103K -971 -10%
TPWM
549
Twelve Points Wealth Management
Massachusetts
$771K +$165K +1,564 +23%
VA
550
Vident Advisory
Georgia
$766K +$174K +1,644 +25%

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.