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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
PAS
651
Park Avenue Securities
New York
$448K +$73K +691 +16%
RFC
652
Regions Financial Corp
Alabama
$445K
T
653
Transce3nd
Texas
$440K +$43.9K +415 +9%
KPWS
654
Kestra Private Wealth Services
Texas
$438K +$4.33K +41 +0.9%
CFAM
655
Center For Asset Management
Florida
$435K -$3.7K -35 -0.7%
PAM
656
Panagora Asset Management
Massachusetts
$434K -$211 -2 -0%
GWP
657
Gen-Wealth Partners
Michigan
$428K +$845 +8 +0.2%
CA
658
Claro Advisors
Massachusetts
$423K -$171K -1,620 -26%
GWSG
659
GPS Wealth Strategies Group
Colorado
$421K -$63.4K -600 -12%
A
660
AlphaQuest
New York
$421K +$408K +3,859 +535%
JWCA
661
J.W. Cole Advisors
Florida
$420K +$28.4K +269 +6%
DCM
662
DGS Capital Management
New Jersey
$420K +$147K +1,393 +44%
AA
663
Apriem Advisors
California
$417K -$42K -397 -8%
AWM
664
Absher Wealth Management
North Carolina
$416K -$6.69M -63,334 -93%
CFMC
665
Curbstone Financial Management Corp
New Hampshire
$413K +$42.3K +400 +10%
CS
666
Cannell & Spears
New York
$410K +$472K +4,463 New
TCM
667
Teza Capital Management
Illinois
$409K +$471K +4,454 New
TFS
668
Thoroughbred Financial Services
Tennessee
$407K +$45.5K +431 +11%
BC
669
Bridgefront Capital
Texas
$405K +$466K +4,406 New
Bank Julius Baer & Co
670
Bank Julius Baer & Co
Switzerland
$404K +$44.4K +420 +11%
PWMAG
671
Pinnacle Wealth Management Advisory Group
New Jersey
$404K -$15.1K -143 -3%
VI
672
Vestcor Inc
New Brunswick, Canada
$402K +$845 +8 +0.2%
TCOT
673
Trust Company of Toledo
Ohio
$399K -$1.58K -15 -0.3%
ECM
674
Everence Capital Management
Indiana
$398K
OWP
675
Obermeyer Wealth Partners
Colorado
$397K

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.