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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
LCM
826
Liberty Capital Management
Michigan
$263K
GT
827
Greenleaf Trust
Michigan
$262K -$269K -2,322 -50%
CWM
828
Cornerstone Wealth Management
Missouri
$261K +$1.39K +12 +0.5%
BPFA
829
Barnes Pettey Financial Advisors
Mississippi
$260K
DWM
830
Darwin Wealth Management
Florida
$258K -$19K -164 -7%
RWM
831
Riverbend Wealth Management
South Carolina
$258K +$264K +2,276 New
SAM
832
Strategy Asset Managers
California
$258K +$12.5K +108 +5%
PW
833
PUREfi Wealth
Massachusetts
$257K +$263K +2,273 New
FMLI
834
Fukoku Mutual Life Insurance
Japan
$255K
CI
835
Cigna Investments
Connecticut
$255K
MNBTD
836
Moody National Bank Trust Division
Texas
$255K -$695 -6 -0.3%
SW
837
SteelPeak Wealth
California
$254K +$260K +2,248 New
FAFN
838
First Affirmative Financial Network
Colorado
$254K +$20.7K +179 +9%
FNBT
839
FineMark National Bank & Trust
Florida
$253K -$12.2K -105 -4%
IWA
840
Icon Wealth Advisors
Texas
$252K +$29.4K +254 +13%
VST
841
Van Strum & Towne
California
$252K +$258K +2,230 New
CFO
842
Callan Family Office
Pennsylvania
$252K +$258K +2,225 New
KWA
843
Kingswood Wealth Advisors
California
$250K +$256K +2,214 New
CL
844
CSS LLC
Illinois
$249K +$255K +2,200 New
APA
845
Astoria Portfolio Advisors
New York
$247K +$255K +2,204 New
DZ Bank
846
DZ Bank
Germany
$247K -$150K -1,295 -37%
SIA
847
Soltis Investment Advisors
Utah
$246K +$811 +7 +0.3%
EWA
848
Etesian Wealth Advisors
Oregon
$245K
PWM
849
Paulson Wealth Management
Illinois
$245K +$16K +138 +7%
AIC
850
Archer Investment Corporation
Indiana
$244K

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.