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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
WMA
901
Wealth Management Associates
New Jersey
$200K +$205K +1,770 New
OAM
902
Ostrum Asset Management
France
$195K -$8.34K -72 -4%
PCTC
903
Perkins Coie Trust Company
Washington
$186K
CT
904
Colonial Trust
South Carolina
$182K +$8.69K +75 +5%
LS
905
Livforsakringsbolaget Skandia
Sweden
$181K
PAI
906
Pittenger & Anderson Inc
Nebraska
$178K -$1.5K -13 -0.8%
PCM
907
Perritt Capital Management
Illinois
$178K +$8.92K +77 +5%
EWA
908
EverSource Wealth Advisors
Alabama
$175K +$133K +1,145 +285%
O
909
Ossiam
France
$171K -$5.19M -44,779 -97%
KFI
910
Key Financial Inc
Pennsylvania
$169K +$2.2K +19 +1%
CI Investments Inc
911
CI Investments Inc
Ontario, Canada
$165K +$73.2K +632 +77%
QCG
912
Quadrant Capital Group
Ohio
$162K -$1.74K -15 -1%
FDP
913
Financiere des Professionnels
Quebec, Canada
$158K
SDIC
914
South Dakota Investment Council
South Dakota
$158K +$162K +1,398 New
EWM
915
Evermay Wealth Management
Virginia
$152K
WBC
916
Westpac Banking Corp
Australia
$146K +$33.7K +291 +29%
CFGS
917
Concourse Financial Group Securities
Alabama
$143K -$1.5K -13 -1%
Group One Trading
918
Group One Trading
Illinois
$139K +$142K +1,230 New
AWM
919
Avior Wealth Management
Nebraska
$135K +$115K +994 +487%
SWM
920
Spire Wealth Management
Virginia
$135K +$811 +7 +0.6%
DCM
921
Davis Capital Management
Florida
$132K +$135K +1,170 New
SAM
922
Smartleaf Asset Management
Massachusetts
$132K +$33.3K +288 +33%
GWM
923
Geneos Wealth Management
Colorado
$131K +$926 +8 +0.7%
SS
924
SBI Securities
Japan
$123K +$126K +1,091 New
KBFS
925
Kohmann Bosshard Financial Services
Ohio
$119K +$122K +1,055 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.