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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 %
CLGM
526
Capitolis Liquid Global Markets
New York
$845K -$73.5K -800 -8%
WW
527
Winnow Wealth
Texas
$844K +$113K +1,228 +15%
DC
528
Davenport & Co
Virginia
$844K +$146K +1,589 +21%
Thrivent Financial for Lutherans
529
Thrivent Financial for Lutherans
Minnesota
$840K +$1.47K +16 +0.2%
CB
530
Cadence Bank
Mississippi
$837K +$4.13K +45 +0.5%
TA
531
TCM Advisors
West Virginia
$827K -$973K – –
Los Angeles Capital Management
532
Los Angeles Capital Management
California
$823K -$44.2M -481,096 -98%
EGM
533
Engineers Gate Manager
New York
$818K +$818K +8,900 New
PFS
534
Physicians Financial Services
North Carolina
$815K -$15.9K -173 -2%
IAIM
535
International Assets Investment Management
Florida
$810K -$49.2K -536 -6%
WPW
536
Waldron Private Wealth
Pennsylvania
$798K -$117K -1,277 -13%
GAM
537
Groupama Asset Management
France
$795K +$182K +1,990 +30%
Lido Advisors
538
Lido Advisors
California
$793K -$225K -2,450 -22%
TCM
539
Tufton Capital Management
Maryland
$788K -$8.45K -92 -1%
CIAS
540
Capital Investment Advisory Services
North Carolina
$787K +$307K +3,344 +64%
OAM
541
Oxford Asset Management
United Kingdom
$782K +$782K +8,516 New
BFS
542
Bradley Foster & Sargent
Connecticut
$776K -$62.7K -682 -7%
ECA
543
Elevated Capital Advisors
Utah
$774K -$8.82K -96 -1%
PAG
544
Private Advisor Group
New Jersey
$774K -$89.2K -971 -10%
TPWM
545
Twelve Points Wealth Management
Massachusetts
$771K +$144K +1,564 +23%
VA
546
Vident Advisory
Georgia
$766K +$151K +1,644 +25%
SF
547
Summit Financial
New Jersey
$764K +$383K +4,165 +100%
PHIC
548
Pine Haven Investment Counsel
Massachusetts
$763K -$29.9K -325 -4%
CCP
549
Cushing Capital Partners
Wisconsin
$759K +$759K +8,258 New
CCM
550
Carderock Capital Management
Maryland
$756K -$152K -1,650 -17%
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