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T. Rowe Price

1,126 hedge funds and large institutions have $19.7B invested in T. Rowe Price in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 397 increasing their positions, 396 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more capital invested

Capital invested by funds: $18B → $19.7B (+$1.65B)

7% more funds holding

Funds holding: 1,0511,126 (+75)

2.59% more ownership

Funds ownership: 74.81%77.4% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 396

7% less call options, than puts

Call options by funds: $224M | Put options by funds: $241M

Holders
1,126
Holders Change
+75
Holders Change %
+7.14%
% of All Funds
14.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
169
Increased
397
Reduced
396
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
801
B. Riley Wealth Advisors
Florida
$285K +$31.5K +272 +12%
CAM
802
Cypress Asset Management
Texas
$284K
TWA
803
TCI Wealth Advisors
Arizona
$284K -$37.9K -327 -12%
TPW
804
TL Private Wealth
Texas
$283K
CAM
805
Cidel Asset Management
Ontario, Canada
$283K
MAS
806
Meeder Advisory Services
Ohio
$283K -$51.1K -441 -15%
LC
807
LCNB Corp
Ohio
$282K +$34.7K +300 +14%
SWP
808
Sagespring Wealth Partners
Tennessee
$280K +$287K +2,478 New
BFA
809
Bill Few Associates
Pennsylvania
$279K +$19.1K +165 +7%
CIEC
810
Crédit Industriel et Commercial
France
$279K +$286K +2,469 New
BPW
811
Bingham Private Wealth
California
$279K +$285K +2,465 New
WAAG
812
Wealth Alliance Advisory Group
Kansas
$276K +$811 +7 +0.3%
MIM
813
MTM Investment Management
South Carolina
$276K -$10.3K -89 -4%
DWM
814
Dakota Wealth Management
Florida
$275K -$131K -1,134 -32%
PCM
815
Park Capital Management
Wisconsin
$275K +$281K +2,429 New
CCA
816
Checchi Capital Advisers
California
$274K +$27.9K +241 +11%
PPW
817
Presilium Private Wealth
Pennsylvania
$273K
LC
818
Lincoln Capital
Nebraska
$272K
AF
819
Arrow Financial
New York
$271K -$5.79K -50 -2%
FIA
820
FNY Investment Advisers
New York
$271K +$278K +2,400 New
SSWM
821
Sheets Smith Wealth Management
North Carolina
$270K -$6.95K -60 -2%
EC
822
EntryPoint Capital
New York
$270K -$253K -2,189 -48%
FFG
823
Fiduciary Financial Group
California
$269K +$287K +2,477 New
GHA
824
GW Henssler & Associates
Georgia
$266K
DS
825
DRW Securities
Illinois
$265K +$271K +2,340 New

TROW Hedge Fund Activity: Q4 2024 in Review

1,126 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2024, worth a combined $19.7B — up 9.2% from $18B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new TROW positions and 76 closed out — a net gain of 93 holders — while 397 added to existing stakes and 396 trimmed.

The largest buyer was UBS Group, adding an estimated $134M. The largest seller was International Assets Investment Management, cutting an estimated $123M.

  • 1,126 institutional investors held T. Rowe Price (TROW) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $19.7B of T. Rowe Price stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 169 funds opened new T. Rowe Price positions in Q4 2024 and 76 closed out, a net change of +93 holders.
  • The largest T. Rowe Price buyer in Q4 2024 was UBS Group, an estimated $134M added.
  • The largest T. Rowe Price seller in Q4 2024 was International Assets Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2024.