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T Rowe Price

1,044 hedge funds and large institutions have $17.9B invested in T Rowe Price in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 400 increasing their positions, 386 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
-17
Holders Change %
-1.6%
% of All Funds
15.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
92
Increased
400
Reduced
386
Closed
93
Calls
$272M
Puts
$277M
Net Calls
-$5.75M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WCF
801
West Coast Financial
California
$243K
HPM
802
Hoxton Planning & Management
West Virginia
$243K +$243K +2,229 New
BRWA
803
B. Riley Wealth Advisors
Florida
$242K -$24.7K -230 -9%
AAS
804
Ameritas Advisory Services
Nebraska
$240K +$4.79K +44 +2%
LC
805
LCNB Corp
Ohio
$239K +$9.26K +85 +4%
UAG
806
United Advisor Group
Ohio
$237K +$22.9K +210 +11%
CCA
807
Checchi Capital Advisers
California
$237K +$10.6K +97 +5%
SIA
808
Soltis Investment Advisors
Utah
$236K -$8.17K -75 -3%
EWA
809
Etesian Wealth Advisors
Oregon
$236K -$38.9K -357 -14%
SAM
810
Strategy Asset Managers
California
$236K +$10.3K +95 +5%
S
811
Sachetta
Massachusetts
$236K +$45.4K +417 +24%
MIS
812
Morningstar Investment Services
Illinois
$235K +$235K +2,146 New
AIC
813
Archer Investment Corporation
Indiana
$235K
PWA
814
Phoenix Wealth Advisors
North Carolina
$233K -$6.97K -64 -3%
PGFC
815
Peapack-Gladstone Financial Corp
New Jersey
$231K -$1.42K -13 -0.6%
RFG
816
Range Financial Group
Oregon
$227K -$108K -994 -32%
AFS
817
Annapolis Financial Services
Maryland
$227K
CPIG
818
Chicago Partners Investment Group
Illinois
$226K +$226K +2,064 New
CFG
819
Citizens Financial Group
Rhode Island
$225K -$92.6K -850 -29%
EH
820
Equitable Holdings
New York
$225K -$17.9K -164 -7%
I
821
InceptionR
California
$225K +$225K +2,065 New
FAFN
822
First Affirmative Financial Network
Colorado
$225K +$30.8K +283 +16%
WPW
823
Waldron Private Wealth
Pennsylvania
$223K -$7.3K -67 -3%
PWM
824
Paulson Wealth Management
Illinois
$221K
G
825
GenTrust
Florida
$218K