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T Rowe Price

1,115 hedge funds and large institutions have $19.6B invested in T Rowe Price in 2024 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 393 increasing their positions, 395 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+71
Holders Change %
+6.8%
% of All Funds
14.84%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
165
Increased
393
Reduced
395
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TPW
751
Talon Private Wealth
Florida
$342K +$342K +3,026 New
ALAM
752
Asahi Life Asset Management
Japan
$342K +$342K +3,020 New
ESB
753
Essex Savings Bank
Connecticut
$341K +$2.26K +20 +0.7%
DWT
754
Dorsey & Whitney Trust
South Dakota
$341K -$120K -1,059 -26%
MWA
755
Martel Wealth Advisors
Washington
$339K +$339K +3,000 New
VFA
756
Valeo Financial Advisors
Indiana
$339K +$11.5K +102 +4%
JF
757
Joule Financial
Kentucky
$338K +$792 +7 +0.2%
CSIC
758
Clifford Swan Investment Counsel
California
$336K
PI
759
PFG Investments
New York
$336K +$3.39K +30 +1%
GLLW
760
Graves Light Lenhart Wealth
Virginia
$336K
FFM
761
Forum Financial Management
Illinois
$334K +$334K +2,949 New
JCM
762
Jacobi Capital Management
Pennsylvania
$332K -$7.12K -63 -2%
FNB
763
Farmers National Bank
Kentucky
$332K +$332K +2,934 New
LA
764
LVW Advisors
New York
$330K -$53.5K -473 -14%
CT
765
Coastline Trust
Rhode Island
$330K -$415K -3,670 -56%
LIM
766
Leavell Investment Management
Alabama
$328K +$113 +1 +0%
CPA
767
Court Place Advisors
Maryland
$327K -$22.6K -200 -6%
PSC
768
Portman Square Capital
United Kingdom
$325K -$993K -8,781 -75%
MWM
769
Modern Wealth Management
Kansas
$324K +$324K +2,866 New
FPW
770
Flywheel Private Wealth
California
$323K +$323K +2,860 New
HSA
771
HBK Sorce Advisory
Pennsylvania
$323K +$1.47K +13 +0.5%
AWM
772
Allen Wealth Management
North Carolina
$323K -$11.3K -100 -3%
TIM
773
Tortoise Investment Management
New York
$319K
MIM
774
Morningstar Investment Management
Illinois
$318K -$4.86K -43 -2%
HPM
775
Hoxton Planning & Management
West Virginia
$314K +$62.1K +549 +25%