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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
PAS
676
Park Avenue Securities
New York
$474K +$485K +4,188 New
PTC
677
Petrus Trust Company
Texas
$471K +$9.03K +78 +2%
SF
678
Summit Financial
New Jersey
$470K -$16.8K -145 -3%
Kovitz Investment Group Partners
679
Kovitz Investment Group Partners
Illinois
$466K +$10.4K +90 +2%
LIM
680
Longfellow Investment Management
Massachusetts
$466K -$30.6K -264 -6%
HT
681
Heritage Trust
Oklahoma
$465K +$476K +4,108 New
CFMC
682
Curbstone Financial Management Corp
New Hampshire
$464K
SA
683
Strategic Advisors
New York
$464K +$86.8K +750 +22%
AC
684
AlphaCore Capital
California
$462K -$48.8K -421 -9%
AWE
685
Avidian Wealth Enterprises
Texas
$459K +$191K +1,653 +69%
FWCM
686
Ferguson Wellman Capital Management
Oregon
$455K -$232 -2 -0%
AWM
687
Accel Wealth Management
Iowa
$453K -$78.3K -676 -14%
TFS
688
Thoroughbred Financial Services
Tennessee
$452K +$2.32K +20 +0.5%
PCA
689
Pallas Capital Advisors
Massachusetts
$451K +$3.13K +27 +0.7%
CPCPP
690
Canada Post Corporation Pension Plan
Canada
$451K +$462K +3,986 New
TIAA Trust, National Association
691
TIAA Trust, National Association
North Carolina
$449K -$31K -268 -6%
UAML
692
US Asset Management LLC
Pennsylvania
$448K -$15.6K -135 -3%
VDI
693
Vaughan David Investments
Illinois
$443K -$11.6K -100 -2%
MFG
694
Midwest Financial Group
Kansas
$443K -$155K -1,340 -25%
SCM
695
Stevens Capital Management
Pennsylvania
$440K +$169K +1,460 +60%
AP
696
Adero Partners
California
$439K +$450K +3,886 New
FFS
697
Founders Financial Securities
Maryland
$439K +$450K +3,882 New
WA1
698
Wimmer Associates 1
California
$437K +$37.6K +325 +9%
BFS
699
Bard Financial Services
Connecticut
$433K
RPCONE
700
Retirement Planning Company of New England
Rhode Island
$432K -$11.8K -102 -3%

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.