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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
RFG
751
Range Financial Group
Oregon
$289K +$112K +1,064 +51%
BMWM
752
Brown Miller Wealth Management
Virginia
$289K +$332K +3,141 New
CRC
753
Curi RMB Capital
Illinois
$284K +$327K +3,093 New
CTC
754
Central Trust Company
Missouri
$283K
SIA
755
Sit Investment Associates
Minnesota
$280K
PA
756
Profund Advisors
Maryland
$279K -$8.03K -76 -2%
EW
757
Evoke Wealth
California
$278K -$20.8K -197 -6%
MWA
758
Martel Wealth Advisors
Washington
$276K
ESB
759
Essex Savings Bank
Connecticut
$275K -$2.11K -20 -0.7%
SBFM
760
S-Bank Fund Management
Finland
$274K +$315K +2,983 New
CSIC
761
Clifford Swan Investment Counsel
California
$273K
GLLW
762
Graves Light Lenhart Wealth
Virginia
$273K
DWT
763
Dorsey & Whitney Trust
South Dakota
$272K -$5.5K -52 -2%
LIM
764
Leavell Investment Management
Alabama
$271K +$5.5K +52 +2%
FFM
765
Forum Financial Management
Illinois
$271K -$211 -2 -0.1%
IAN
766
Integrated Advisors Network
Texas
$271K +$311K +2,946 New
JF
767
Joule Financial
Kentucky
$270K -$4.54K -43 -1%
PTC
768
Private Trust Company
Ohio
$267K +$98.6K +933 +47%
CPA
769
Court Place Advisors
Maryland
$266K
FCI
770
Financial Counselors Inc
Kansas
$266K -$39.6K -375 -11%
RA
771
RFG Advisory
Alabama
$264K -$330K -3,125 -52%
FT
772
Fiduciary Trust
Massachusetts
$264K -$63.1K -597 -17%
NG
773
Norden Group
Utah
$261K -$79.1K -749 -21%
PTC
774
Petrus Trust Company
Texas
$260K -$141K -1,330 -32%
HAS
775
Horizon Advisory Services
New York
$260K +$11K +104 +4%

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.