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T Rowe Price
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Overview Fund Activity

1,070 hedge funds and large institutions have $15.6B invested in T Rowe Price in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-45
Holders Change %
-4.04%
% of All Funds
14.53%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
110
Increased
387
Reduced
419
Closed
137
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$95.9M
2
Invesco
Invesco
Georgia
+$95.2M
3
Millennium Management
Millennium Management
New York
+$81.6M
4
BlackRock
BlackRock
New York
+$75.5M
5
Charles Schwab
Charles Schwab
California
+$47.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$238M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$214M
3
Marshall Wace
Marshall Wace
United Kingdom
-$50.9M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$44.2M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
901
First Horizon Advisors
Tennessee
$56.7K +$9.01K +98 +19%
SNB
902
Security National Bank
Nebraska
$55.1K – – –
VFM
903
Viking Fund Management
North Dakota
$55.1K – – –
KFP
904
Keener Financial Planning
Texas
$55K – – –
CW
905
Curio Wealth
Maryland
$54.7K -$6.38M -233 -99%
OIAM
906
OFI Invest Asset Management
France
$53.6K +$53.6K +630 New
ITIM
907
Indiana Trust & Investment Management
Indiana
$52.1K – – –
SIM
908
Sentry Investment Management
Wisconsin
$52K -$15.5K -190 -23%
CYG
909
Clean Yield Group
Vermont
$50.6K – – –
NSIM
910
North Star Investment Management
Illinois
$50.3K – – –
PFBT
911
Parkside Financial Bank & Trust
Missouri
$48.1K -$551 -6 -1%
SC
912
Sawyer & Company
Massachusetts
$46K – – –
WF
913
Wayfinding Financial
Washington
$43K +$43K +472 New
JWA
914
JFS Wealth Advisors
Pennsylvania
$43K -$2.57K -28 -6%
CCM
915
Chilton Capital Management
Texas
$41.3K +$41.3K +450 New
SWIM
916
Smallwood Wealth Investment Management
New Jersey
$39.1K +$39.1K +426 New
IBOK
917
Independence Bank of Kentucky
Kentucky
$39K – – –
WT
918
Washington Trust
Rhode Island
$38.1K -$4.59K -50 -11%
OP
919
ORG Partners
Indiana
$36.9K – – –
SCM
920
Silvant Capital Management
Georgia
$35K – – –
SSB
921
Sandy Spring Bank
Maryland
$34.5K +$1.01K +11 +3%
AG
922
AmeriFlex Group
Nevada
$34.1K +$1.1K +12 +3%
HFS
923
Hantz Financial Services
Michigan
$34K +$34K +366 New
SRCM
924
Signature Resources Capital Management
California
$33.6K – – –
HCP
925
Hexagon Capital Partners
Arkansas
$33.5K +$10.4K +113 +45%
35 36
37
38 39