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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 %
GWSG
651
GPS Wealth Strategies Group
Colorado
$421K -$55.1K -600 -12%
A
652
AlphaQuest
New York
$421K +$355K +3,859 +535%
JWCA
653
J.W. Cole Advisors
Florida
$420K +$24.7K +269 +6%
AA
654
Apriem Advisors
California
$417K -$36.5K -397 -8%
AWM
655
Absher Wealth Management
North Carolina
$416K -$5.82M -63,334 -93%
CFMC
656
Curbstone Financial Management Corp
New Hampshire
$413K +$36.7K +400 +10%
CS
657
Cannell & Spears
New York
$410K +$410K +4,463 New
TCM
658
Teza Capital Management
Illinois
$409K +$409K +4,454 New
TFS
659
Thoroughbred Financial Services
Tennessee
$407K +$39.6K +431 +11%
BC
660
Bridgefront Capital
Texas
$405K +$405K +4,406 New
Bank Julius Baer & Co
661
Bank Julius Baer & Co
Switzerland
$404K -$9.03K -87 -2%
PWMAG
662
Pinnacle Wealth Management Advisory Group
New Jersey
$404K -$13.1K -143 -3%
VI
663
Vestcor Inc
New Brunswick, Canada
$402K +$734 +8 +0.2%
TCOT
664
Trust Company of Toledo
Ohio
$399K -$1.38K -15 -0.3%
ECM
665
Everence Capital Management
Indiana
$398K – – –
OWP
666
Obermeyer Wealth Partners
Colorado
$397K – – –
VVP
667
Venture Visionary Partners
Ohio
$396K – – –
WAP
668
Wealthcare Advisory Partners
Pennsylvania
$393K -$12.3K -134 -3%
SC
669
Syon Capital
California
$392K +$214K +2,330 +120%
AWE
670
Avidian Wealth Enterprises
Texas
$389K +$15.6K +170 +4%
BFS
671
Bard Financial Services
Connecticut
$388K +$36.7K +400 +10%
PCIA
672
Prime Capital Investment Advisors
Kansas
$387K +$90.7K +987 +31%
ECM
673
Eisler Capital Management
United Kingdom
$380K +$380K +4,135 New
AIA
674
Affinity Investment Advisors
California
$380K +$61.4K +668 +19%
AC
675
AlphaCore Capital
California
$378K +$2.85K +31 +0.8%
25 26
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