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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
TPW
851
TL Private Wealth
Texas
$201K
UAG
852
United Advisor Group
Ohio
$200K +$8.03K +76 +4%
AIC
853
Archer Investment Corporation
Indiana
$198K
Federated Hermes
854
Federated Hermes
Pennsylvania
$194K +$14.1K +133 +7%
BCWM
855
Bartlett & Co Wealth Management
Ohio
$181K -$153K -1,450 -42%
GWM
856
Geneos Wealth Management
Colorado
$178K +$82K +776 +67%
MSG
857
Main Street Group
Virginia
$176K
C
858
Covestor
United Kingdom
$170K -$9.3K -88 -5%
UFF
859
USA Financial Formulas
Michigan
$167K -$28.5K -270 -13%
S
860
Sachetta
Massachusetts
$158K -$36.9K -349 -17%
WT
861
Whittier Trust
California
$157K -$12.9K -122 -7%
OAM
862
Ostrum Asset Management
France
$154K -$4.65K -44 -3%
O
863
Ossiam
France
$150K +$12.6K +119 +8%
PCM
864
Perritt Capital Management
Illinois
$148K +$4.75K +45 +3%
CT
865
Colonial Trust
South Carolina
$147K -$740 -7 -0.4%
LS
866
Livforsakringsbolaget Skandia
Sweden
$147K
AAP
867
Arax Advisory Partners
Colorado
$146K +$122K +1,159 +269%
VCM
868
Versant Capital Management
Arizona
$143K +$145K +1,374 +763%
PAI
869
Pittenger & Anderson Inc
Nebraska
$136K -$10.4K -98 -6%
ABWM
870
Alpine Bank Wealth Management
Colorado
$133K +$153K +1,450 New
RA
871
Rise Advisors
New York
$129K +$130K +1,226 +705%
SDIC
872
South Dakota Investment Council
South Dakota
$128K
KFI
873
Key Financial Inc
Pennsylvania
$125K -$13.6K -129 -9%
CI Investments Inc
874
CI Investments Inc
Ontario, Canada
$125K -$9.93K -94 -6%
EWM
875
Evermay Wealth Management
Virginia
$123K

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.