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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 %
CSIC
751
Clifford Swan Investment Counsel
California
$273K – – –
GLLW
752
Graves Light Lenhart Wealth
Virginia
$273K – – –
DWT
753
Dorsey & Whitney Trust
South Dakota
$272K -$4.78K -52 -2%
LIM
754
Leavell Investment Management
Alabama
$271K +$4.78K +52 +2%
FFM
755
Forum Financial Management
Illinois
$271K -$184 -2 -0.1%
IAN
756
Integrated Advisors Network
Texas
$271K +$271K +2,946 New
JF
757
Joule Financial
Kentucky
$270K -$3.95K -43 -1%
PTC
758
Private Trust Company
Ohio
$267K +$85.7K +933 +47%
CPA
759
Court Place Advisors
Maryland
$266K – – –
FCI
760
Financial Counselors Inc
Kansas
$266K -$34.5K -375 -11%
RA
761
RFG Advisory
Alabama
$264K -$287K -3,125 -52%
FT
762
Fiduciary Trust
Massachusetts
$264K -$54.8K -597 -17%
NG
763
Norden Group
Utah
$261K -$68.8K -749 -21%
PTC
764
Petrus Trust Company
Texas
$260K -$122K -1,330 -32%
HAS
765
Horizon Advisory Services
New York
$260K +$9.55K +104 +4%
DMBA
766
Deseret Mutual Benefit Administrators
Utah
$260K +$10.4K +113 +4%
TIM
767
Tortoise Investment Management
New York
$259K – – –
SOW
768
State of Wyoming
Wyoming
$259K -$51.3K -558 -17%
LC
769
LCNB Corp
Ohio
$259K +$29.4K +320 +13%
XT
770
XTX Topco
Cayman Islands
$258K +$258K +2,808 New
DWM
771
Darwin Wealth Management
Florida
$258K – – –
PCS
772
Personal CFO Solutions
New Jersey
$257K +$3.03K +33 +1%
SWP
773
Sagespring Wealth Partners
Tennessee
$255K +$27.7K +301 +12%
FNB
774
Farmers National Bank
Kentucky
$253K -$16.1K -175 -6%
HBW
775
Hazlett, Burt & Watson
West Virginia
$253K – – –
29 30
31
32 33