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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
KFA
726
Krane Funds Advisors
New York
$399K -$41.7K -360 -9%
EM
727
Excalibur Management
Massachusetts
$395K +$8.22K +71 +2%
FT
728
Fiduciary Trust
Massachusetts
$392K +$56.2K +485 +16%
AIA
729
Affinity Investment Advisors
California
$392K +$99.2K +857 +33%
GI
730
GAMMA Investing
California
$390K +$84K +725 +27%
PSFG
731
Prairie Sky Financial Group
Illinois
$390K
AIC
732
Aurora Investment Counsel
Georgia
$389K -$2.08K -18 -0.5%
BCWM
733
Bartlett & Co Wealth Management
Ohio
$387K -$11.6K -100 -3%
LWM
734
Lionshead Wealth Management
New York
$385K +$395K +3,408 New
AFC
735
AFT Forsyth & Company
Florida
$385K -$71.9K -621 -15%
WFA
736
West Financial Advisors
Iowa
$383K -$23.4K -202 -6%
KWM
737
Kingsview Wealth Management
Oregon
$382K +$347 +3 +0.1%
SOW
738
State of Wyoming
Wyoming
$382K +$79.8K +689 +26%
MWM
739
Maridea Wealth Management
New York
$376K +$385K +3,324 New
PWP
740
Private Wealth Partners
California
$373K -$258K -2,225 -40%
MSA
741
MUFG Securities Americas
New York
$371K +$380K +3,280 New
OF
742
Optimize Financial
California
$371K +$380K +3,280 New
FCI
743
Financial Counselors Inc
Kansas
$369K -$7.76K -67 -2%
SS
744
Sunbelt Securities
Texas
$369K +$71.1K +614 +23%
LNWWM
745
Laird Norton Wetherby Wealth Management
California
$369K -$21.2K -183 -5%
CHAM
746
Clear Harbor Asset Management
Connecticut
$366K
EW
747
Evoke Wealth
California
$365K -$1.97K -17 -0.5%
PCIA
748
Prime Capital Investment Advisors
Kansas
$365K +$4.28K +37 +1%
S
749
SignatureFD
Georgia
$365K -$30.8K -266 -8%
DCM
750
DGS Capital Management
New Jersey
$359K +$97.3K +840 +36%

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.