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T. Rowe Price

1,060 hedge funds and large institutions have $17.7B invested in T. Rowe Price in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 373 increasing their positions, 392 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 392

1.24% less ownership

Funds ownership: 79.87%78.63% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
1,060
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$205M
Puts
$161M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWG
601
Altus Wealth Group
Colorado
$566K
FFM
602
Forum Financial Management
Illinois
$563K
AF
603
Allworth Financial
California
$557K
DIP
604
Davis Investment Partners
North Carolina
$555K
CFO
605
Callan Family Office
Pennsylvania
$555K
HCM
606
Howard Capital Management
Georgia
$552K
JWCA
607
J.W. Cole Advisors
Florida
$549K
CCAL
608
City Center Advisors LLC
Michigan
$548K
TF
609
Trek Financial
Arizona
$545K
C
610
Certuity
Florida
$542K
JCM
611
Jacobi Capital Management
Pennsylvania
$541K
FCP
612
Fidelis Capital Partners
Florida
$540K
WC
613
Wynn Capital
Georgia
$538K
SO
614
STRS Ohio
Ohio
$537K
ETC
615
Exchange Traded Concepts
Oklahoma
$535K
TC
616
TownSquare Capital
Utah
$533K
LIA
617
Lynx Investment Advisory
District of Columbia
$532K
PA
618
Parallel Advisors
California
$529K
RFC
619
Regions Financial Corp
Alabama
$521K
BLAM
620
Bourne Lent Asset Management
New York
$520K
Bessemer Group
621
Bessemer Group
New Jersey
$519K
MA
622
MCF Advisors
Kentucky
$509K
OIA
623
OneDigital Investment Advisors
Kansas
$507K
BIA
624
BHK Investment Advisors
Alabama
$505K
GWMR
625
GC Wealth Management RIA
Massachusetts
$502K