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T. Rowe Price

1,064 hedge funds and large institutions have $17B invested in T. Rowe Price in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 412 increasing their positions, 384 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,0751,064 (-11)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
1,064
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$162M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
901
JFS Wealth Advisors
Pennsylvania
$46.1K
BWL
902
Bogart Wealth LLC
Virginia
$43.7K
OP
903
ORG Partners
Indiana
$41.7K
CH
904
Cromwell Holdings
Wyoming
$41.5K
SWIM
905
Smallwood Wealth Investment Management
New Jersey
$41.1K
PMFA
906
Plante Moran Financial Advisors
Michigan
$41.1K
IBOK
907
Independence Bank of Kentucky
Kentucky
$41K
CW
908
Curio Wealth
Maryland
$40.1K
EWM
909
Evermay Wealth Management
Virginia
$40K
SCM
910
Silvant Capital Management
Georgia
$36.8K
S
911
SignatureFD
Georgia
$36K
GKIM
912
GW&K Investment Management
Massachusetts
$36K
AG
913
AmeriFlex Group
Nevada
$35.7K
SRCM
914
Signature Resources Capital Management
California
$35.3K
AUB
915
Atlantic Union Bankshares
Virginia
$35.2K
Walleye Capital
916
Walleye Capital
New York
$34.2K
AA
917
Addison Advisors
Vermont
$34K
CYG
918
Clean Yield Group
Vermont
$33.9K
BSB
919
Bangor Savings Bank
Maine
$33.8K
HWA
920
Heritage Wealth Advisors
Virginia
$33.3K
PCTC
921
Perkins Coie Trust Company
Washington
$33.3K
PSFG
922
Park Square Financial Group
Georgia
$32.2K
VWWMG
923
Vermillion & White Wealth Management Group
Pennsylvania
$30.8K
ATC
924
Advantage Trust Company
Kansas
$29.4K
BCMLT
925
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.9K