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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
VVP
676
Venture Visionary Partners
Ohio
$396K
WAP
677
Wealthcare Advisory Partners
Pennsylvania
$393K -$14.2K -134 -3%
SC
678
Syon Capital
California
$392K +$246K +2,330 +120%
AWE
679
Avidian Wealth Enterprises
Texas
$389K +$18K +170 +4%
BFS
680
Bard Financial Services
Connecticut
$388K +$42.3K +400 +10%
PCIA
681
Prime Capital Investment Advisors
Kansas
$387K +$104K +987 +31%
CT
682
Caldwell Trust
Florida
$382K -$133K -1,262 -23%
ECM
683
Eisler Capital Management
United Kingdom
$380K +$437K +4,135 New
AIA
684
Affinity Investment Advisors
California
$380K +$70.6K +668 +19%
AC
685
AlphaCore Capital
California
$378K +$3.28K +31 +0.8%
GT
686
Glenview Trust
Kentucky
$378K -$22K -208 -5%
ANBT
687
American National Bank & Trust
Texas
$373K +$429K +4,061 New
FM
688
Foster & Motley
Ohio
$371K -$25.7K -243 -6%
JCM
689
Jacobi Capital Management
Pennsylvania
$370K +$115K +1,087 +37%
AWM
690
Accel Wealth Management
Iowa
$369K +$1.37K +13 +0.3%
DG
691
DMC Group
Alabama
$369K -$177K -1,676 -29%
FWCM
692
Ferguson Wellman Capital Management
Oregon
$368K -$1.48K -14 -0.3%
BAMCO Inc
693
BAMCO Inc
New York
$367K -$1.19M -11,260 -74%
UAML
694
US Asset Management LLC
Pennsylvania
$363K -$1.48K -14 -0.4%
CIA
695
Concurrent Investment Advisors
Florida
$363K +$24.8K +235 +6%
MSA
696
MUFG Securities Americas
New York
$362K +$69.8K +661 +20%
BAM
697
Belpointe Asset Management
Nevada
$361K +$66.2K +626 +19%
KFA
698
Krane Funds Advisors
New York
$359K +$39.4K +373 +11%
IQI
699
Integrated Quantitative Investments
Washington
$358K +$412K +3,900 New
RWA
700
River Wealth Advisors
Pennsylvania
$353K -$38.4K -363 -9%

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.