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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
TF
726
Trek Financial
Arizona
$325K +$374K +3,541 New
GAM
727
Guinness Asset Management
United Kingdom
$325K -$24.3K -230 -6%
EM
728
Excalibur Management
Massachusetts
$325K +$4.33K +41 +1%
PCM
729
Polymer Capital Management
New York
$324K +$373K +3,532 New
MFG
730
Midwest Financial Group
Kansas
$323K -$42.3K -400 -10%
DZ Bank
731
DZ Bank
Germany
$319K +$137K +1,295 +59%
PSFG
732
Prairie Sky Financial Group
Illinois
$317K
GS
733
GTS Securities
New York
$315K -$151K -1,428 -29%
SA
734
Sovran Advisors
California
$314K -$18K -170 -4%
AFC
735
AFT Forsyth & Company
Florida
$312K
WFA
736
West Financial Advisors
Iowa
$311K
AIC
737
Aurora Investment Counsel
Georgia
$311K -$6.02K -57 -2%
OFG
738
OmniStar Financial Group
North Carolina
$310K -$776K -7,345 -69%
MPM
739
MBB Public Markets
Illinois
$310K +$357K +3,377 New
QCG
740
Quadrant Capital Group
Ohio
$308K +$203K +1,922 +134%
PWP
741
Private Wealth Partners
California
$303K
SPA
742
Sherbrooke Park Advisers
New York
$303K -$168K -1,586 -32%
SSA
743
Schonfeld Strategic Advisors
New York
$303K -$1.68M -15,866 -83%
RWM
744
Revisor Wealth Management
Ohio
$301K +$150K +1,421 +77%
BAM
745
Blueshift Asset Management
New Jersey
$301K -$424K -4,015 -55%
CHAM
746
Clear Harbor Asset Management
Connecticut
$298K +$317 +3 +0.1%
KWM
747
Kingsview Wealth Management
Oregon
$297K -$14.8K -140 -4%
HT
748
Heritage Trust
Oklahoma
$297K -$92.3K -873 -21%
SAM
749
Strategy Asset Managers
California
$292K +$95.2K +901 +40%
MWM
750
Modera Wealth Management
New Jersey
$292K -$44.6K -422 -12%

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.