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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
PTC
876
Private Trust Company
Ohio
$223K -$214K -1,849 -48%
MPIA
877
Mountain Pacific Investment Advisers
Idaho
$221K
SC
878
Syon Capital
California
$219K -$3.13K -27 -1%
JIC
879
Joel Isaacson & Co
New York
$219K
PCM
880
Prelude Capital Management
New York
$218K +$223K +1,930 New
KFSC
881
Keystone Financial Services (Colorado)
Colorado
$218K +$5.09K +44 +2%
C
882
Covestor
United Kingdom
$218K +$42.1K +364 +23%
MSG
883
Main Street Group
Virginia
$217K
LIM
884
Loudon Investment Management
New Hampshire
$216K +$221K +1,910 New
PS
885
Principal Securities
Iowa
$215K +$20K +173 +10%
IA
886
IAM Advisory
Pennsylvania
$215K -$463 -4 -0.2%
NAS
887
Nicolet Advisory Services
Wisconsin
$214K +$228K +1,973 New
RGC
888
Roberts, Glore & Co
Illinois
$212K
CAS
889
Coppell Advisory Solutions
Texas
$211K +$137K +1,180 +176%
CI
890
Conning Inc
Connecticut
$210K
LA
891
Lifeworks Advisors
Michigan
$209K +$214K +1,845 New
RWM
892
Revisor Wealth Management
Ohio
$208K -$64K -553 -23%
CVA
893
Central Valley Advisors
California
$207K +$212K +1,833 New
WB
894
WesBanco Bank
West Virginia
$207K +$212K +1,827 New
WT
895
Whittier Trust
California
$207K -$335K -2,895 -61%
WCM
896
Whitener Capital Management
North Carolina
$206K +$211K +1,825 New
CW
897
Code Waechter
Florida
$205K -$61.7K -533 -23%
CFM
898
Catalyst Funds Management
Australia
$204K +$208K +1,800 New
KFS
899
Kurt F. Somerville
$204K +$208K +1,800 New
BRA
900
Bender Robert & Associates
California
$200K +$205K +1,770 New

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.