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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
PT
701
Plimoth Trust
Massachusetts
$432K -$3.47K -30 -0.8%
WA
702
WBH Advisory
Maryland
$431K +$579 +5 +0.1%
WG
703
Wealth Group
North Carolina
$430K -$926 -8 -0.2%
C
704
Certuity
Florida
$430K +$34.2K +295 +8%
IA
705
IFP Advisors
Florida
$429K +$13.8K +119 +3%
BFG
706
Bleakley Financial Group
New Jersey
$428K -$3.82K -33 -0.9%
SA
707
Sovran Advisors
California
$428K +$442K +3,820 New
NWM
708
Northcape Wealth Management
New York
$428K
MS
709
Maven Securities
Jersey
$428K +$438K +3,785 New
SHFA
710
SC&H Financial Advisors
Maryland
$428K +$211K +1,821 +93%
GRP
711
Global Retirement Partners
California
$427K -$120K -1,033 -21%
GAM
712
Guinness Asset Management
United Kingdom
$426K +$173K +1,497 +66%
LGF
713
LGT Group Foundation
Liechtenstein
$424K
NIM
714
Nexus Investment Management
Ontario, Canada
$423K -$41.7K -360 -9%
CIA
715
Concurrent Investment Advisors
Florida
$420K +$4.75K +41 +1%
MMA
716
Miracle Mile Advisors
California
$418K +$151K +1,304 +55%
MSFS
717
Main Street Financial Solutions
Pennsylvania
$417K +$1.5K +13 +0.4%
PIM
718
Penobscot Investment Management
Massachusetts
$415K -$34.7K -300 -8%
HFS
719
Hopwood Financial Services
Virginia
$412K +$422K +3,644 New
CHC
720
City Holding Co
West Virginia
$410K +$14.7K +127 +4%
MWM
721
Modera Wealth Management
New Jersey
$407K +$417K +3,597 New
NG
722
Norden Group
Utah
$406K +$416K +3,591 New
DTL
723
Dynamic Technology Lab
Singapore
$405K +$100K +866 +32%
SN
724
Sittner & Nelson
Oregon
$404K +$116 +1 +0%
CG
725
Caprock Group
Idaho
$402K +$67.5K +583 +20%

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.