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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
TAM
801
Trust Asset Management
Texas
$236K -$4.12K -39 -1%
CHC
802
City Holding Co
West Virginia
$235K -$113K -1,065 -29%
TPW
803
Talon Private Wealth
Florida
$235K -$50K -473 -16%
CFO
804
Callan Family Office
Pennsylvania
$234K +$34.1K +323 +15%
PIM
805
Penobscot Investment Management
Massachusetts
$233K -$120K -1,133 -31%
CCA
806
Checchi Capital Advisers
California
$232K +$11.1K +105 +4%
MFA
807
Mayflower Financial Advisors
Massachusetts
$231K -$302K -2,857 -53%
CAM
808
Cidel Asset Management
Ontario, Canada
$230K
RWM
809
Riverbend Wealth Management
South Carolina
$229K +$22.4K +212 +9%
BFA
810
Bill Few Associates
Pennsylvania
$227K
BPCE
811
Bank Pictet & Cie (Europe)
Germany
$226K +$260K +2,461 New
WAAG
812
Wealth Alliance Advisory Group
Kansas
$226K +$1.48K +14 +0.6%
AF
813
Arrow Financial
New York
$226K +$6.02K +57 +2%
FAN
814
Financial Advisors Network
California
$225K +$259K +2,451 New
SAM
815
Sawgrass Asset Management
Florida
$225K -$400K -3,786 -61%
BPW
816
Bingham Private Wealth
California
$225K -$2.01K -19 -0.8%
GHA
817
GW Henssler & Associates
Georgia
$224K
TWA
818
TCI Wealth Advisors
Arizona
$223K -$8.24K -78 -3%
AWM
819
Allen Wealth Management
North Carolina
$223K -$45.4K -430 -15%
DWM
820
Dakota Wealth Management
Florida
$223K -$1.37K -13 -0.5%
WCM
821
Whitener Capital Management
North Carolina
$222K +$62.7K +593 +32%
MPIA
822
Mountain Pacific Investment Advisers
Idaho
$222K +$49.1K +465 +24%
PPW
823
Presilium Private Wealth
Pennsylvania
$222K
CVA
824
Central Valley Advisors
California
$220K +$59.2K +560 +31%
CWM
825
Cornerstone Wealth Management
Missouri
$219K +$7.92K +75 +3%

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.