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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 %
SIA
776
Summit Investment Advisors
Maryland
$252K – – –
PP
777
Prudential plc
United Kingdom
$252K -$500K -5,441 -66%
VFA
778
Valeo Financial Advisors
Indiana
$251K -$24.3K -265 -9%
HSA
779
HBK Sorce Advisory
Pennsylvania
$251K -$11.9K -130 -5%
MIM
780
MTM Investment Management
South Carolina
$250K +$25K +271 +11%
CT
781
Coastline Trust
Rhode Island
$250K -$18.4K -200 -7%
HCM
782
Hollencrest Capital Management
California
$248K – – –
HR
783
Hardy Reed
Mississippi
$248K – – –
APA
784
Astoria Portfolio Advisors
New York
$247K +$55.6K +642 +29%
TA
785
TFG Advisers
Michigan
$246K +$2.11K +23 +0.9%
MWM
786
Modern Wealth Management
Kansas
$240K -$23.6K -257 -9%
CA
787
Cullinan Associates
Kentucky
$239K – – –
SRIM
788
Saratoga Research & Investment Management
California
$238K -$13.6K -148 -5%
AAS
789
Ameritas Advisory Services
Nebraska
$237K -$4.05K -36 -2%
LG
790
LaFleur & Godfrey
Michigan
$237K – – –
TAM
791
Trust Asset Management
Texas
$236K -$3.58K -39 -1%
CHC
792
City Holding Co
West Virginia
$235K -$97.8K -1,065 -29%
TPW
793
Talon Private Wealth
Florida
$235K -$43.5K -473 -16%
CFO
794
Callan Family Office
Pennsylvania
$234K +$29.7K +323 +15%
PIM
795
Penobscot Investment Management
Massachusetts
$233K -$104K -1,133 -31%
CCA
796
Checchi Capital Advisers
California
$232K +$9.65K +105 +4%
MFA
797
Mayflower Financial Advisors
Massachusetts
$231K -$263K -2,857 -53%
CAM
798
Cidel Asset Management
Ontario, Canada
$230K – – –
RWM
799
Riverbend Wealth Management
South Carolina
$229K +$19.5K +212 +9%
BFA
800
Bill Few Associates
Pennsylvania
$227K – – –
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