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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
PFS
601
Prospera Financial Services
Texas
$687K +$98K +846 +16%
NRS
602
Neville Rodie & Shaw
New York
$687K
TCM
603
Thoma Capital Management
Maryland
$684K +$700K +6,049 New
LCM
604
Logan Capital Management
Pennsylvania
$682K +$57.3K +495 +9%
AB
605
ANB Bank
Colorado
$679K +$695K +6,003 New
RA
606
RFG Advisory
Alabama
$679K -$60.2K -520 -8%
JG
607
Jain Global
New York
$667K +$683K +5,900 New
IPW
608
Impact Partnership Wealth
Georgia
$666K +$9.49K +82 +1%
GIA
609
Gateway Investment Advisers
Ohio
$664K -$12.7K -110 -2%
NA
610
Nautilus Advisors
California
$658K +$673K +5,814 New
TMAM
611
Tokio Marine Asset Management
Japan
$658K
ACM
612
AlphaStar Capital Management
North Carolina
$656K +$672K +5,802 New
TF
613
Tudor Financial
Ohio
$653K -$40.8K -352 -6%
CPW
614
Cove Private Wealth
New York
$653K -$208K -1,800 -24%
MAM
615
Meeder Asset Management
Ohio
$652K -$400K -3,458 -37%
DG
616
DMC Group
Alabama
$644K +$3.01K +26 +0.5%
PA
617
Parallel Advisors
California
$643K -$38.7K -334 -6%
TC
618
TAP Consulting
Missouri
$638K -$54.3K -469 -8%
AI
619
Atria Investments
North Carolina
$631K -$60.8K -525 -9%
AWM
620
Apex Wealth Management
New Hampshire
$624K +$639K +5,518 New
SFA
621
Sequoia Financial Advisors
Ohio
$624K +$223K +1,929 +54%
NP
622
Nilsine Partners
Colorado
$623K +$274K +2,370 +76%
AFCM
623
Applied Finance Capital Management
Puerto Rico
$616K +$631K +5,445 New
VF
624
Virtu Financial
New York
$614K +$629K +5,431 New
CT
625
Caldwell Trust
Florida
$612K

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.