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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
TIAA Trust, National Association
701
TIAA Trust, National Association
North Carolina
$353K -$13K -123 -3%
CCM
702
Coldstream Capital Management
Washington
$353K -$85.4K -808 -17%
WG
703
Wealth Group
North Carolina
$353K +$4.23K +40 +1%
WA
704
WBH Advisory
Maryland
$349K -$528 -5 -0.1%
SA
705
Strategic Advisors
New York
$349K -$31.7K -300 -7%
OF
706
Optimize Financial
California
$348K +$53.7K +508 +15%
SHFA
707
SC&H Financial Advisors
Maryland
$348K +$528 +5 +0.1%
NWM
708
Northcape Wealth Management
New York
$348K
PT
709
Plimoth Trust
Massachusetts
$346K -$4.75K -45 -1%
Kovitz Investment Group Partners
710
Kovitz Investment Group Partners
Illinois
$346K -$37K -350 -9%
LGF
711
LGT Group Foundation
Liechtenstein
$345K
IA
712
IFP Advisors
Florida
$343K -$6.66K -63 -2%
AP
713
Adero Partners
California
$341K -$18K -170 -4%
VH
714
Visionary Horizons
Tennessee
$337K -$58.1K -550 -13%
AIP
715
Arrowpoint Investment Partners
Singapore
$337K +$297K +2,814 +331%
WG
716
Winton Group
United Kingdom
$336K +$387K +3,659 New
VDI
717
Vaughan David Investments
Illinois
$335K -$29K -274 -7%
C
718
Certuity
Florida
$334K -$17.4K -165 -4%
FFS
719
Founders Financial Securities
Maryland
$333K -$13.3K -126 -3%
GI
720
GAMMA Investing
California
$333K +$18.6K +176 +5%
MSFS
721
Main Street Financial Solutions
Pennsylvania
$333K -$7.08K -67 -2%
TCM
722
Triumph Capital Management
Colorado
$329K +$55.4K +524 +17%
HFS
723
Hopwood Financial Services
Virginia
$329K -$6.87K -65 -2%
SN
724
Sittner & Nelson
Oregon
$329K +$211 +2 +0.1%
WIA
725
World Investment Advisors
California
$327K +$95.5K +904 +34%

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.