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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 %
BPCE
801
Bank Pictet & Cie (Europe)
Germany
$226K +$226K +2,461 New
WAAG
802
Wealth Alliance Advisory Group
Kansas
$226K +$1.29K +14 +0.6%
AF
803
Arrow Financial
New York
$226K +$5.24K +57 +2%
FAN
804
Financial Advisors Network
California
$225K +$225K +2,451 New
SAM
805
Sawgrass Asset Management
Florida
$225K -$348K -3,786 -61%
BPW
806
Bingham Private Wealth
California
$225K -$1.75K -19 -0.8%
GHA
807
GW Henssler & Associates
Georgia
$224K – – –
TWA
808
TCI Wealth Advisors
Arizona
$223K -$7.17K -78 -3%
AWM
809
Allen Wealth Management
North Carolina
$223K -$39.5K -430 -15%
DWM
810
Dakota Wealth Management
Florida
$223K -$1.19K -13 -0.5%
WCM
811
Whitener Capital Management
North Carolina
$222K +$54.5K +593 +32%
MPIA
812
Mountain Pacific Investment Advisers
Idaho
$222K +$42.7K +465 +24%
PPW
813
Presilium Private Wealth
Pennsylvania
$222K – – –
CVA
814
Central Valley Advisors
California
$220K +$51.4K +560 +31%
CWM
815
Cornerstone Wealth Management
Missouri
$219K +$6.89K +75 +3%
FFG
816
Fiduciary Financial Group
California
$218K +$5.16K +60 +2%
DCM
817
Davis Capital Management
Florida
$217K +$109K +1,187 +101%
PS
818
Principal Securities
Iowa
$215K – – –
LCM
819
Liberty Capital Management
Michigan
$214K – – –
FL
820
FreeGulliver LLC
Louisiana
$212K +$212K +2,306 New
BPFA
821
Barnes Pettey Financial Advisors
Mississippi
$211K – – –
CPIG
822
Chicago Partners Investment Group
Illinois
$211K +$14.7K +161 +7%
FMLI
823
Fukoku Mutual Life Insurance
Japan
$207K – – –
LC
824
Lincoln Capital
Nebraska
$207K – – –
MNBTD
825
Moody National Bank Trust Division
Texas
$207K – – –
31 32
33
34 35