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T. Rowe Price

1,086 hedge funds and large institutions have $16.8B invested in T. Rowe Price in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 422 increasing their positions, 379 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $181M | Put options by funds: $120M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 379

1.46% more ownership

Funds ownership: 84.02%85.48% (+1.5%)

3% less funds holding

Funds holding: 1,1241,086 (-38)

11% less capital invested

Capital invested by funds: $18.8B → $16.8B (-$1.99B)

13% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 125

Holders
1,086
Holders Change
-38
Holders Change %
-3.38%
% of All Funds
13.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
109
Increased
422
Reduced
379
Closed
125
Calls
$181M
Puts
$120M
Net Calls
+$61.2M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
776
Hopwood Financial Services
Virginia
$250K -$30K -310 -10%
CSIC
777
Clifford Swan Investment Counsel
California
$250K
RWM
778
Revisor Wealth Management
Ohio
$250K +$21.4K +221 +9%
ESB
779
Essex Savings Bank
Connecticut
$247K -$9.98K -103 -4%
LSA
780
Leonteq Securities AG
Switzerland
$246K +$188K +1,945 +247%
AW
781
Alchemi Wealth
Connecticut
$246K +$7.17K +74 +3%
CAM
782
Concorde Asset Management
Michigan
$246K +$9.88K +102 +4%
CT
783
Coastline Trust
Rhode Island
$245K
AWM
784
Accel Wealth Management
Iowa
$244K -$11.7K -121 -4%
GT
785
Greenleaf Trust
Michigan
$244K +$262K +2,704 New
HCM
786
Hollencrest Capital Management
California
$243K
LA
787
Lifeworks Advisors
Michigan
$241K +$4.36K +45 +2%
LC
788
LCNB Corp
Ohio
$240K
MWM
789
Modera Wealth Management
New Jersey
$240K -$1.55K -16 -0.6%
GWP
790
Gateway Wealth Partners
Wisconsin
$239K +$257K +2,649 New
PWM
791
Paulson Wealth Management
Illinois
$238K +$35.6K +367 +16%
CIAM
792
Caitong International Asset Management
Hong Kong
$238K +$256K +2,643 New
SA
793
SRH Advisors
Kansas
$237K -$47.5K -490 -16%
JF
794
Joule Financial
Kentucky
$235K
LG
795
LaFleur & Godfrey
Michigan
$235K +$2.52K +26 +1%
CA
796
Cullinan Associates
Kentucky
$234K
Verition Fund Management
797
Verition Fund Management
Connecticut
$233K -$1.51M -15,610 -86%
SBFM
798
S-Bank Fund Management
Finland
$233K -$9.3K -96 -4%
MNBTD
799
Moody National Bank Trust Division
Texas
$233K -$77.9K -804 -24%
KCP
800
Kera Capital Partners
California
$232K -$232K -2,392 -48%