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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
CPIG
851
Chicago Partners Investment Group
Illinois
$242K +$9.84K +85 +4%
AAS
852
Ameritas Advisory Services
Nebraska
$242K -$6.72K -58 -3%
RCM
853
Radnor Capital Management
Pennsylvania
$241K -$146K -1,260 -37%
AWMM
854
Aegis Wealth Management (Maryland)
Maryland
$240K +$246K +2,125 New
CFG
855
Cooper Financial Group
California
$240K +$246K +2,124 New
PGFC
856
Peapack-Gladstone Financial Corp
New Jersey
$240K
ACA
857
Aptus Capital Advisors
Alabama
$238K +$244K +2,108 New
UAG
858
United Advisor Group
Ohio
$238K -$8.45K -73 -3%
OR
859
Olympiad Research
Connecticut
$238K +$244K +2,106 New
UFF
860
USA Financial Formulas
Michigan
$237K -$30.8K -266 -11%
RFG
861
Range Financial Group
Oregon
$235K -$1.27K -11 -0.5%
SSW
862
Smith Shellnut Wilson
Mississippi
$235K +$240K +2,075 New
S
863
Sachetta
Massachusetts
$235K -$10.3K -89 -4%
PWA
864
Phoenix Wealth Advisors
North Carolina
$235K -$7.76K -67 -3%
GS
865
GWN Securities
Florida
$234K +$237K +2,047 New
CFG
866
Citizens Financial Group
Rhode Island
$234K
MSA
867
Marino Stram & Associates
Massachusetts
$232K -$84.2K -727 -26%
GFA
868
Gallagher Fiduciary Advisors
Illinois
$231K +$236K +2,040 New
EH
869
Equitable Holdings
New York
$228K -$5.79K -50 -2%
NB
870
Nicolet Bankshares
Wisconsin
$227K -$35.3K -305 -13%
WC
871
Weil Company
California
$226K +$2.32K +20 +1%
RG
872
Rathbones Group
United Kingdom
$226K -$188K -1,620 -45%
G
873
GenTrust
Florida
$226K
MC
874
Moors & Cabot
Massachusetts
$226K +$4.63K +40 +2%
Federated Hermes
875
Federated Hermes
Pennsylvania
$224K +$133K +1,151 +139%

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.