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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
VSQM
576
V-Square Quantitative Management
Illinois
$654K +$11.4K +108 +2%
MWM
577
Mission Wealth Management
California
$651K -$18.5K -175 -2%
NMIMC
578
Northwestern Mutual Investment Management Company
Wisconsin
$651K +$2.85K +27 +0.4%
HIC
579
Hartline Investment Corp
Illinois
$650K
AI
580
Atria Investments
North Carolina
$649K +$157K +1,484 +27%
CG
581
Caprock Group
Idaho
$648K +$370K +3,503 +99%
SWP
582
Stratos Wealth Partners
Ohio
$646K -$598K -5,659 -45%
BMC
583
Benin Management Corp
Connecticut
$645K -$112K -1,060 -13%
CL
584
CSS LLC
Illinois
$639K +$503K +4,760 +216%
SFSG
585
Sound Financial Strategies Group
Mississippi
$635K -$64.7K -612 -8%
DWP
586
Daymark Wealth Partners
Ohio
$627K +$18.1K +171 +3%
CL
587
Choreo LLC
Illinois
$626K -$33.7K -319 -4%
GIA
588
Gateway Investment Advisers
Ohio
$614K +$86.1K +815 +14%
NA
589
Nautilus Advisors
California
$607K +$84.1K +796 +14%
CAS
590
CTC Alternative Strategies
Illinois
$606K +$697K +6,600 New
TCM
591
Thoma Capital Management
Maryland
$603K +$54.2K +513 +8%
FGP
592
Freestone Grove Partners
California
$602K -$2.4M -22,735 -78%
AF
593
Allworth Financial
California
$597K -$78.8K -746 -10%
SF
594
Symphony Financial
Texas
$596K -$1.09M -10,305 -60%
SS
595
Sunbelt Securities
Texas
$592K +$339K +3,207 +99%
LFA
596
Legacy Financial Advisors
Kentucky
$591K -$59.9K -567 -8%
IRC
597
Investors Research Corp
Georgia
$587K
KRSITF
598
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$586K -$302K -2,862 -31%
SFI
599
Siemens Fonds Invest
Germany
$585K +$18.3K +173 +3%
RYIA
600
Roehl & Yi Investment Advisors
Oregon
$580K -$1.8K -17 -0.3%

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.