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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
ATPW
551
Ashton Thomas Private Wealth
Arizona
$904K +$82.1K +709 +10%
Jones Financial Companies
552
Jones Financial Companies
Missouri
$895K +$359K +3,098 +64%
AWM
553
Apollon Wealth Management
South Carolina
$882K +$196K +1,693 +28%
WCBA
554
Weaver C. Barksdale & Associates
Tennessee
$879K -$22.1K -191 -2%
NC
555
Napatree Capital
Rhode Island
$875K +$84.9K +733 +10%
WW
556
Winnow Wealth
Texas
$874K +$922K +7,960 New
EF
557
Empirical Finance
Pennsylvania
$870K -$10.2K -88 -1%
SW
558
SlateStone Wealth
Florida
$869K +$28.9K +250 +3%
FC
559
Farringdon Capital
United Kingdom
$868K +$889K +7,675 New
EC
560
Enhancing Capital
Pennsylvania
$865K +$886K +7,650 New
DC
561
Davenport & Co
Virginia
$859K -$19K -164 -2%
VNA
562
Valley National Advisers
Pennsylvania
$859K -$543K -4,691 -38%
SFSG
563
Sound Financial Strategies Group
Mississippi
$851K +$118K +1,018 +16%
SCA
564
Snowden Capital Advisors
New York
$849K +$870K +7,511 New
AF
565
Allworth Financial
California
$842K +$107K +922 +14%
DILIC
566
Dai-ichi Life Insurance Company
Japan
$840K +$860K +7,424 New
BAM
567
Blueshift Asset Management
New Jersey
$824K +$331K +2,859 +65%
IC
568
IEQ Capital
California
$824K -$175K -1,515 -17%
MWM
569
Mission Wealth Management
California
$821K +$840K +7,257 New
MWP
570
Moller Wealth Partners
$814K
CL
571
Choreo LLC
Illinois
$809K -$456K -3,935 -36%
TFP
572
Tilia Fiduciary Partners
North Carolina
$808K -$51.5K -445 -6%
TI
573
Tidal Investments
Wisconsin
$804K +$65.8K +568 +9%
UB
574
UMB Bank
Missouri
$801K -$30K -259 -4%
HIC
575
Hartline Investment Corp
Illinois
$800K

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.