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T. Rowe Price

1,086 hedge funds and large institutions have $16.8B invested in T. Rowe Price in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 422 increasing their positions, 379 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 1,1241,086 (-38)

11% less capital invested

Capital invested by funds: $18.8B → $16.8B (-$1.99B)

13% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 125

Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$181M
Puts
$120M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
901
OneFund LLC
Florida
$53.8K
NSIM
902
North Star Investment Management
Illinois
$52.9K
Q1WB
903
Quest 10 Wealth Builders
Virginia
$52.2K
JWA
904
JFS Wealth Advisors
Pennsylvania
$48.9K
AA
905
Addison Advisors
Vermont
$48.1K
CT
906
Clearstead Trust
Maine
$45.2K
BWL
907
Bogart Wealth LLC
Virginia
$44K
GKIM
908
GW&K Investment Management
Massachusetts
$42K
AF
909
Advisornet Financial
Minnesota
$41.6K
S
910
Sachetta
Massachusetts
$39.2K
SWIM
911
Smallwood Wealth Investment Management
New Jersey
$38.4K
EWM
912
Evermay Wealth Management
Virginia
$37.4K
CW
913
Curio Wealth
Maryland
$35K
RFP
914
Root Financial Partners
California
$34.9K
QC
915
Quent Capital
New York
$34.6K
TIAA Trust, National Association
916
TIAA Trust, National Association
North Carolina
$34.6K
SCM
917
Silvant Capital Management
Georgia
$34.3K
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$33.8K
HWA
919
Heritage Wealth Advisors
Virginia
$33.7K
SRCM
920
Signature Resources Capital Management
California
$33K
PFBT
921
Parkside Financial Bank & Trust
Missouri
$32.5K
CYG
922
Clean Yield Group
Vermont
$31.6K
SWM
923
Spire Wealth Management
Virginia
$31.6K
BSB
924
Bangor Savings Bank
Maine
$31.5K
SMBT
925
Southern Michigan Bank & Trust
Michigan
$31.5K