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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 %
GT
676
Glenview Trust
Kentucky
$378K -$19.1K -208 -5%
ANBT
677
American National Bank & Trust
Texas
$373K +$373K +4,061 New
FM
678
Foster & Motley
Ohio
$371K -$22.3K -243 -6%
JCM
679
Jacobi Capital Management
Pennsylvania
$370K +$99.9K +1,087 +37%
AWM
680
Accel Wealth Management
Iowa
$369K +$1.19K +13 +0.3%
DG
681
DMC Group
Alabama
$369K -$154K -1,676 -29%
FWCM
682
Ferguson Wellman Capital Management
Oregon
$368K -$1.29K -14 -0.3%
BAMCO Inc
683
BAMCO Inc
New York
$367K -$1.03M -11,260 -74%
UAML
684
US Asset Management LLC
Pennsylvania
$363K -$1.29K -14 -0.4%
CIA
685
Concurrent Investment Advisors
Florida
$363K +$21.6K +235 +6%
MSA
686
MUFG Securities Americas
New York
$362K +$60.7K +661 +20%
BAM
687
Belpointe Asset Management
Nevada
$361K +$57.5K +626 +19%
KFA
688
Krane Funds Advisors
New York
$359K +$34.3K +373 +11%
IQI
689
Integrated Quantitative Investments
Washington
$358K +$358K +3,900 New
RWA
690
River Wealth Advisors
Pennsylvania
$353K -$33.3K -363 -9%
TIAA Trust, National Association
691
TIAA Trust, National Association
North Carolina
$353K -$11.3K -123 -3%
CCM
692
Coldstream Capital Management
Washington
$353K -$74.2K -808 -17%
WG
693
Wealth Group
North Carolina
$353K +$3.67K +40 +1%
WA
694
WBH Advisory
Maryland
$349K -$459 -5 -0.1%
SA
695
Strategic Advisors
New York
$349K -$27.6K -300 -7%
OF
696
Optimize Financial
California
$348K +$46.7K +508 +15%
SHFA
697
SC&H Financial Advisors
Maryland
$348K +$459 +5 +0.1%
NWM
698
Northcape Wealth Management
New York
$348K – – –
PT
699
Plimoth Trust
Massachusetts
$346K -$4.13K -45 -1%
Kovitz Investment Group Partners
700
Kovitz Investment Group Partners
Illinois
$346K -$32.1K -350 -9%
26 27
28
29 30