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T Rowe Price
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Overview Fund Activity

1,070 hedge funds and large institutions have $15.6B invested in T Rowe Price in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-45
Holders Change %
-4.04%
% of All Funds
14.53%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
110
Increased
387
Reduced
419
Closed
137
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$95.9M
2
Invesco
Invesco
Georgia
+$95.2M
3
Millennium Management
Millennium Management
New York
+$81.6M
4
BlackRock
BlackRock
New York
+$75.5M
5
Charles Schwab
Charles Schwab
California
+$47.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$238M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$214M
3
Marshall Wace
Marshall Wace
United Kingdom
-$50.9M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$44.2M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
726
West Financial Advisors
Iowa
$311K – – –
AIC
727
Aurora Investment Counsel
Georgia
$311K -$5.24K -57 -2%
OFG
728
OmniStar Financial Group
North Carolina
$310K -$680K -7,345 -69%
MPM
729
MBB Public Markets
Illinois
$310K +$310K +3,377 New
QCG
730
Quadrant Capital Group
Ohio
$308K +$177K +1,922 +134%
PWP
731
Private Wealth Partners
California
$303K – – –
SPA
732
Sherbrooke Park Advisers
New York
$303K -$146K -1,586 -32%
SSA
733
Schonfeld Strategic Advisors
New York
$303K -$1.46M -15,866 -83%
RWM
734
Revisor Wealth Management
Ohio
$301K +$131K +1,421 +77%
BAM
735
Blueshift Asset Management
New Jersey
$301K -$369K -4,015 -55%
CHAM
736
Clear Harbor Asset Management
Connecticut
$298K +$276 +3 +0.1%
KWM
737
Kingsview Wealth Management
Oregon
$297K -$12.9K -140 -4%
HT
738
Heritage Trust
Oklahoma
$297K -$80.2K -873 -21%
SAM
739
Strategy Asset Managers
California
$292K +$82.8K +901 +40%
MWM
740
Modera Wealth Management
New Jersey
$292K -$38.8K -422 -12%
RFG
741
Range Financial Group
Oregon
$289K +$97.8K +1,064 +51%
BMWM
742
Brown Miller Wealth Management
Virginia
$289K +$289K +3,141 New
CRC
743
Curi RMB Capital
Illinois
$284K +$284K +3,093 New
CTC
744
Central Trust Company
Missouri
$283K – – –
SIA
745
Sit Investment Associates
Minnesota
$280K – – –
PA
746
Profund Advisors
Maryland
$279K -$6.98K -76 -2%
EW
747
Evoke Wealth
California
$278K -$18.1K -197 -6%
MWA
748
Martel Wealth Advisors
Washington
$276K – – –
ESB
749
Essex Savings Bank
Connecticut
$275K -$1.84K -20 -0.7%
SBFM
750
S-Bank Fund Management
Finland
$274K +$274K +2,983 New
28 29
30
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