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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
SF
551
Summit Financial
New Jersey
$764K +$440K +4,165 +100%
PHIC
552
Pine Haven Investment Counsel
Massachusetts
$763K -$34.3K -325 -4%
CCP
553
Cushing Capital Partners
Wisconsin
$759K +$873K +8,258 New
CCM
554
Carderock Capital Management
Maryland
$756K -$174K -1,650 -17%
SC
555
SouthState Corp
Florida
$748K -$175K -1,659 -17%
SC
556
Sepio Capital
Utah
$747K -$4.02K -38 -0.5%
TRCT
557
Tower Research Capital (TRC)
New York
$747K -$1.09M -10,344 -56%
MAM
558
Martingale Asset Management
Massachusetts
$739K +$357K +3,383 +73%
WS
559
Wedbush Securities
California
$737K -$30.9K -292 -4%
FFA
560
Farther Finance Advisors
California
$733K +$362K +3,427 +76%
CIAS
561
CFS Investment Advisory Services
New Jersey
$730K -$147K -1,387 -15%
EF
562
Empirical Finance
Pennsylvania
$729K +$25.1K +238 +3%
NC
563
Napatree Capital
Rhode Island
$706K -$5.07K -48 -0.6%
SW
564
SlateStone Wealth
Florida
$704K -$2.64K -25 -0.3%
EC
565
Enhancing Capital
Pennsylvania
$703K
WCBA
566
Weaver C. Barksdale & Associates
Tennessee
$697K -$19.2K -182 -2%
PEAK6
567
PEAK6
Illinois
$688K +$791K +7,485 New
DILIC
568
Dai-ichi Life Insurance Company
Japan
$682K
UCFA
569
United Capital Financial Advisors
Texas
$679K -$91.5K -866 -10%
ATPW
570
Ashton Thomas Private Wealth
Arizona
$672K -$71.9K -680 -9%
STA
571
Summit Trail Advisors
New York
$665K +$239K +2,265 +46%
MWP
572
Moller Wealth Partners
$661K
PIM
573
Provident Investment Management
Michigan
$658K +$32.2K +305 +4%
UB
574
UMB Bank
Missouri
$657K +$7.5K +71 +1%
MWM
575
Manske Wealth Management
Texas
$657K +$13K +123 +2%

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.