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T. Rowe Price

1,124 hedge funds and large institutions have $18.8B invested in T. Rowe Price in 2025 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 404 increasing their positions, 414 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 75

57% more call options, than puts

Call options by funds: $217M | Put options by funds: $139M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $17.7B → $18.8B (+$1.04B)

5.35% more ownership

Funds ownership: 78.66%84.02% (+5.4%)

4% more funds holding

Funds holding: 1,0781,124 (+46)

2% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 414

Holders
1,124
Holders Change
+46
Holders Change %
+4.27%
% of All Funds
13.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
138
Increased
404
Reduced
414
Closed
75
Calls
$217M
Puts
$139M
Net Calls
+$78.7M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
751
Larson Financial Group
Missouri
$316K +$156K +1,512 +96%
AGWCA
752
Annis Gardner Whiting Capital Advisors
Florida
$316K -$1.65K -16 -0.5%
HFS
753
Hopwood Financial Services
Virginia
$316K -$7.74K -75 -2%
DWT
754
Dorsey & Whitney Trust
South Dakota
$315K +$29.5K +286 +10%
SW
755
SteelPeak Wealth
California
$312K +$81.7K +792 +35%
PCS
756
Personal CFO Solutions
New Jersey
$310K -$19.3K -187 -6%
EM
757
Excalibur Management
Massachusetts
$310K -$20.7K -201 -6%
MFS
758
Mirabella Financial Services
United Kingdom
$309K +$311K +3,015 New
SAM
759
Sagewood Asset Management
New York
$307K +$310K +3,003 New
MWA
760
Martel Wealth Advisors
Washington
$307K
Two Sigma Advisers
761
Two Sigma Advisers
New York
$307K +$310K +3,000 New
WG
762
Wealth Group
North Carolina
$307K +$310K +3,000 New
IFG
763
Independent Financial Group
California
$307K +$19.4K +188 +7%
SRIM
764
Saratoga Research & Investment Management
California
$305K -$929 -9 -0.3%
ISFAN
765
Investor's Fiduciary Advisor Network
Washington
$303K
Capstone Investment Advisors
766
Capstone Investment Advisors
New York
$303K -$399K -3,867 -57%
GWP
767
Gen-Wealth Partners
Michigan
$301K -$163K -1,583 -35%
CAM
768
Cidel Asset Management
Ontario, Canada
$301K +$22.1K +214 +8%
SAM
769
Sawgrass Asset Management
Florida
$300K
LP
770
LMR Partners
United Kingdom
$300K +$302K +2,928 New
SA
771
Strategic Advisors
New York
$297K -$31K -300 -9%
BTD
772
BankPlus Trust Department
Mississippi
$297K
HPM
773
Hoxton Planning & Management
West Virginia
$296K +$5.78K +56 +2%
FAN
774
Financial Advisors Network
California
$294K +$10.1K +98 +4%
TCM
775
Triumph Capital Management
Colorado
$292K +$1.45K +14 +0.5%