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T. Rowe Price

1,078 hedge funds and large institutions have $17.7B invested in T. Rowe Price in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 379 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $205M | Put options by funds: $161M

23% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 86

4% more capital invested

Capital invested by funds: $17B → $17.7B (+$760M)

0% more funds holding

Funds holding: 1,0741,078 (+4)

5% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 397

1.21% less ownership

Funds ownership: 79.87%78.66% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
1,078
Holders Change
+4
Holders Change %
+0.37%
% of All Funds
14.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
379
Reduced
397
Closed
86
Calls
$205M
Puts
$161M
Net Calls
+$43.9M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
701
Summit Wealth Group (Colorado)
Colorado
$374K +$893K +8,496 New
CRC
702
Curi RMB Capital
Illinois
$367K +$50.4K +480 +16%
CG
703
Caprock Group
Idaho
$362K +$354K +3,364 New
MFG
704
Midwest Financial Group
Kansas
$358K +$18.4K +175 +5%
FFS
705
Founders Financial Securities
Maryland
$354K -$22.8K -217 -6%
PCA
706
Pallas Capital Advisors
Massachusetts
$352K +$8.51K +81 +2%
VH
707
Visionary Horizons
Tennessee
$350K -$26.8K -255 -7%
BM
708
Berman McAleer
Maryland
$349K +$358K +3,405 New
VI
709
Versor Investments
New York
$349K +$358K +3,403 New
SBFM
710
S-Bank Fund Management
Finland
$348K -$4.62K -44 -1%
WFA
711
West Financial Advisors
Iowa
$347K
KWM
712
Kingsview Wealth Management
Oregon
$341K +$13K +124 +4%
AWM
713
Accel Wealth Management
Iowa
$340K -$54.5K -519 -14%
MOS
714
MGO One Seven
Ohio
$339K +$347K +3,298 New
DCM
715
Davis Capital Management
Florida
$337K +$345K +3,281 New
MNBTD
716
Moody National Bank Trust Division
Texas
$334K +$99.6K +948 +41%
CPIG
717
Chicago Partners Investment Group
Illinois
$334K +$46.7K +444 +16%
CHAM
718
Clear Harbor Asset Management
Connecticut
$333K +$210 +2 +0.1%
HT
719
Heritage Trust
Oklahoma
$332K
MMA
720
Miracle Mile Advisors
California
$332K +$101K +965 +43%
EM
721
Excalibur Management
Massachusetts
$331K -$3.89K -37 -1%
GCP
722
GSA Capital Partners
United Kingdom
$331K -$117K -1,114 -26%
PCS
723
Personal CFO Solutions
New Jersey
$330K +$23.6K +225 +8%
SA
724
Strategic Advisors
New York
$328K +$78.8K +750 +31%
B
725
Bellecapital
Switzerland
$326K -$1.48M -14,035 -82%

TROW Hedge Fund Activity: Q3 2025 in Review

1,078 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q3 2025, worth a combined $17.7B — up 4.5% from $17B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new TROW positions and 86 closed out — a net gain of 20 holders — while 379 added to existing stakes and 397 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $120M. The largest seller was First Trust Advisors, cutting an estimated $209M.

  • 1,078 institutional investors held T. Rowe Price (TROW) as of Q3 2025, up from 1,074 in Q2 2025.
  • Funds reported $17.7B of T. Rowe Price stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 106 funds opened new T. Rowe Price positions in Q3 2025 and 86 closed out, a net change of +20 holders.
  • The largest T. Rowe Price buyer in Q3 2025 was Citadel Advisors, an estimated $120M added.
  • The largest T. Rowe Price seller in Q3 2025 was First Trust Advisors, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2025.