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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
DMBA
776
Deseret Mutual Benefit Administrators
Utah
$260K +$11.9K +113 +4%
TIM
777
Tortoise Investment Management
New York
$259K
SOW
778
State of Wyoming
Wyoming
$259K -$59K -558 -17%
LC
779
LCNB Corp
Ohio
$259K +$33.8K +320 +13%
XT
780
XTX Topco
Cayman Islands
$258K +$297K +2,808 New
DWM
781
Darwin Wealth Management
Florida
$258K
PCS
782
Personal CFO Solutions
New Jersey
$257K +$3.49K +33 +1%
SWP
783
Sagespring Wealth Partners
Tennessee
$255K +$31.8K +301 +12%
FNB
784
Farmers National Bank
Kentucky
$253K -$18.5K -175 -6%
HBW
785
Hazlett, Burt & Watson
West Virginia
$253K
SIA
786
Summit Investment Advisors
Maryland
$252K
PP
787
Prudential plc
United Kingdom
$252K -$575K -5,441 -66%
VFA
788
Valeo Financial Advisors
Indiana
$251K -$28K -265 -9%
HSA
789
HBK Sorce Advisory
Pennsylvania
$251K -$13.7K -130 -5%
MIM
790
MTM Investment Management
South Carolina
$250K +$28.6K +271 +11%
CT
791
Coastline Trust
Rhode Island
$250K -$21.1K -200 -7%
HCM
792
Hollencrest Capital Management
California
$248K
HR
793
Hardy Reed
Mississippi
$248K
APA
794
Astoria Portfolio Advisors
New York
$247K +$67.8K +642 +29%
TA
795
TFG Advisers
Michigan
$246K +$2.43K +23 +0.9%
MWM
796
Modern Wealth Management
Kansas
$240K -$27.2K -257 -9%
CA
797
Cullinan Associates
Kentucky
$239K
SRIM
798
Saratoga Research & Investment Management
California
$238K -$15.6K -148 -5%
AAS
799
Ameritas Advisory Services
Nebraska
$237K -$3.8K -36 -2%
LG
800
LaFleur & Godfrey
Michigan
$237K

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.