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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
RF
876
Rossby Financial
Florida
$118K +$141K +1,334 New
SS
877
SBI Securities
Japan
$115K +$16.8K +159 +15%
SAM
878
Storebrand Asset Management
Norway
$112K -$1.38M -13,024 -91%
FDP
879
Financiere des Professionnels
Quebec, Canada
$110K -$21.1K -200 -14%
S
880
SignatureFD
Georgia
$103K -$222K -2,102 -65%
NFSG
881
Newbridge Financial Services Group
Florida
$102K +$25.7K +243 +28%
EWA
882
EverSource Wealth Advisors
Alabama
$98.1K -$50.6K -479 -31%
CH
883
Canton Hathaway
Rhode Island
$96K +$111K +1,050 New
AGWCA
884
Annis Gardner Whiting Capital Advisors
Florida
$93.7K -$740 -7 -0.7%
HI
885
Harbour Investments
Wisconsin
$93K +$11K +104 +11%
SAM
886
Smartleaf Asset Management
Massachusetts
$91.9K -$16.5K -156 -13%
TIM
887
Thompson Investment Management
Wisconsin
$91.9K
OA
888
Operose Advisors
Wisconsin
$91.9K +$100K +950 +1,900%
ETC
889
Exchange Traded Concepts
Oklahoma
$89.2K +$22.4K +212 +28%
DSC
890
Duncker Streett & Co
Missouri
$87.3K
LC
891
Lindbrook Capital
California
$86.1K -$2.01K -19 -2%
BONH
892
Bank of New Hampshire
New Hampshire
$84.5K
CB
893
CNB Bank
Pennsylvania
$83.6K
GAM
894
Generali Asset Management
Italy
$82.6K -$2.96M -28,045 -97%
SWM
895
Spire Wealth Management
Virginia
$79.3K -$34.8K -329 -28%
WBC
896
Westpac Banking Corp
Australia
$78.8K -$45.8K -433 -34%
BCM
897
Blume Capital Management
California
$78.1K +$89.8K +850 New
MPWT
898
MassMutual Private Wealth & Trust
Connecticut
$73.5K +$9.83K +93 +13%
BTI
899
Blue Trust Inc
Georgia
$70.6K +$10.6K +100 +15%
SAM
900
S.A. Mason
Michigan
$69.8K +$80.3K +760 New

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.