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T Rowe Price

1,054 hedge funds and large institutions have $16.9B invested in T Rowe Price in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 406 increasing their positions, 381 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
14.13%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
113
Increased
406
Reduced
381
Closed
111
Calls
$230M
Puts
$162M
Net Calls
+$68.1M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
726
Chicago Partners Investment Group
Illinois
$294K +$45.8K +427 +18%
AC
727
AXQ Capital
New Jersey
$290K +$290K +3,010 New
MWA
728
Martel Wealth Advisors
Washington
$290K
SIA
729
Summit Investment Advisors
Maryland
$289K
PCS
730
Personal CFO Solutions
New Jersey
$288K +$18.9K +196 +7%
SRIM
731
Saratoga Research & Investment Management
California
$288K +$38.4K +398 +15%
CSIC
732
Clifford Swan Investment Counsel
California
$287K +$193 +2 +0.1%
ZIM
733
Zacks Investment Management
Illinois
$287K -$6.2M -64,245 -96%
EW
734
Evoke Wealth
California
$287K -$5.79K -60 -2%
GLLW
735
Graves Light Lenhart Wealth
Virginia
$286K
JF
736
Joule Financial
Kentucky
$282K -$1.93K -20 -0.7%
HSA
737
HBK Sorce Advisory
Pennsylvania
$280K +$17K +176 +6%
LC
738
LCNB Corp
Ohio
$280K +$8.01K +83 +3%
TCM
739
Triumph Capital Management
Colorado
$278K -$67.5K -699 -20%
HAS
740
Horizon Advisory Services
New York
$277K +$3.57K +37 +1%
OFG
741
OmniStar Financial Group
North Carolina
$274K -$49.6K -514 -15%
TIM
742
Tortoise Investment Management
New York
$273K +$1.06K +11 +0.4%
DMBA
743
Deseret Mutual Benefit Administrators
Utah
$273K
ESB
744
Essex Savings Bank
Connecticut
$272K -$17.6K -182 -6%
BFM
745
Boothbay Fund Management
New York
$270K +$270K +2,800 New
SIAS
746
Summit Investment Advisory Services
Minnesota
$270K +$270K +2,800 New
DWT
747
Dorsey & Whitney Trust
South Dakota
$268K -$17.4K -180 -6%
TA
748
TFG Advisers
Michigan
$268K +$9.36K +97 +4%
SW
749
SteelPeak Wealth
California
$266K +$53.3K +552 +25%
AFC
750
AFT Forsyth & Company
Florida
$265K