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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 %
SC
551
SouthState Corp
Florida
$748K -$152K -1,659 -17%
SC
552
Sepio Capital
Utah
$747K -$3.49K -38 -0.5%
TRCT
553
Tower Research Capital (TRC)
New York
$747K -$950K -10,344 -56%
MAM
554
Martingale Asset Management
Massachusetts
$739K +$311K +3,383 +73%
WS
555
Wedbush Securities
California
$737K -$26.8K -292 -4%
FFA
556
Farther Finance Advisors
California
$733K +$316K +3,427 +76%
CIAS
557
CFS Investment Advisory Services
New Jersey
$730K -$127K -1,387 -15%
EF
558
Empirical Finance
Pennsylvania
$729K +$21.9K +238 +3%
NC
559
Napatree Capital
Rhode Island
$706K -$4.41K -48 -0.6%
SW
560
SlateStone Wealth
Florida
$704K -$2.3K -25 -0.3%
EC
561
Enhancing Capital
Pennsylvania
$703K – – –
WCBA
562
Weaver C. Barksdale & Associates
Tennessee
$697K -$16.7K -182 -2%
PEAK6
563
PEAK6
Illinois
$688K +$688K +7,485 New
DILIC
564
Dai-ichi Life Insurance Company
Japan
$682K – – –
UCFA
565
United Capital Financial Advisors
Texas
$679K -$79.6K -866 -10%
ATPW
566
Ashton Thomas Private Wealth
Arizona
$672K -$62.5K -680 -9%
STA
567
Summit Trail Advisors
New York
$665K +$208K +2,265 +46%
MWP
568
Moller Wealth Partners
$661K – – –
PIM
569
Provident Investment Management
Michigan
$658K +$28K +305 +4%
UB
570
UMB Bank
Missouri
$657K +$6.52K +71 +1%
VSQM
571
V-Square Quantitative Management
Illinois
$654K +$9.92K +108 +2%
MWM
572
Mission Wealth Management
California
$651K -$16.1K -175 -2%
NMIMC
573
Northwestern Mutual Investment Management Company
Wisconsin
$651K +$2.48K +27 +0.4%
HIC
574
Hartline Investment Corp
Illinois
$650K – – –
AI
575
Atria Investments
North Carolina
$649K +$136K +1,484 +27%
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