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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
CFO
901
CVA Family Office
Colorado
$69.5K -$10.6K -100 -12%
DIP
902
DT Investment Partners
Pennsylvania
$68.3K
ME
903
McIlrath & Eck
Washington
$67.2K -$3.06K -29 -4%
EA
904
Evolution Advisers
Virginia
$66K
LFG
905
Larson Financial Group
Missouri
$65.9K +$29.9K +283 +65%
RBC
906
Roble Belko & Company
Pennsylvania
$61K
CT
907
Clearstead Trust
Maine
$60.6K +$16.1K +152 +30%
CG
908
Curat Global
New Hampshire
$60.4K +$69.5K +658 New
BIG
909
Brooklyn Investment Group
New York
$60.4K +$17K +161 +32%
WPWM
910
Western Pacific Wealth Management
Illinois
$58.3K
CI
911
CX Institutional
Indiana
$57K +$65.5K +620 New
FHA
912
First Horizon Advisors
Tennessee
$56.7K +$10.4K +98 +19%
SNB
913
Security National Bank
Nebraska
$55.1K
VFM
914
Viking Fund Management
North Dakota
$55.1K
KFP
915
Keener Financial Planning
Texas
$55K
CW
916
Curio Wealth
Maryland
$54.7K -$24.6K -233 -99%
OIAM
917
OFI Invest Asset Management
France
$53.6K +$66.6K +630 New
ITIM
918
Indiana Trust & Investment Management
Indiana
$52.1K
SIM
919
Sentry Investment Management
Wisconsin
$52K -$20.1K -190 -23%
CYG
920
Clean Yield Group
Vermont
$50.6K
NSIM
921
North Star Investment Management
Illinois
$50.3K
PFBT
922
Parkside Financial Bank & Trust
Missouri
$48.1K -$634 -6 -1%
SC
923
Sawyer & Company
Massachusetts
$46K
WF
924
Wayfinding Financial
Washington
$43K +$49.9K +472 New
JWA
925
JFS Wealth Advisors
Pennsylvania
$43K -$2.96K -28 -6%

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.