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T. Rowe Price

1,078 hedge funds and large institutions have $17.7B invested in T. Rowe Price in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 379 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $205M | Put options by funds: $161M

23% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 86

4% more capital invested

Capital invested by funds: $17B → $17.7B (+$760M)

0% more funds holding

Funds holding: 1,0741,078 (+4)

5% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 397

1.21% less ownership

Funds ownership: 79.87%78.66% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
1,078
Holders Change
+4
Holders Change %
+0.37%
% of All Funds
14.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
379
Reduced
397
Closed
86
Calls
$205M
Puts
$161M
Net Calls
+$43.9M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
901
Grey Fox Wealth Advisors
Delaware
$64.7K +$66.2K +630 New
CH
902
Cromwell Holdings
Wyoming
$63.7K +$20.1K +191 +44%
SNB
903
Security National Bank
Nebraska
$61.6K
FHC
904
First Horizon Corporation
Tennessee
$61.6K +$63.1K +600 New
QL
905
Quarry LP
New York
$61.4K +$62.8K +598 New
OL
906
OneFund LLC
Florida
$61.1K +$2K +19 +3%
KFP
907
Keener Financial Planning
Texas
$61K
NSIM
908
North Star Investment Management
Illinois
$56.1K
CWA
909
Carolina Wealth Advisors
South Carolina
$54.4K +$55.7K +530 New
HWA
910
Heartwood Wealth Advisors
Virginia
$51.3K +$52.5K +500 New
SIM
911
Sentry Investment Management
Wisconsin
$51K -$16.4K -156 -24%
SC
912
Sawyer & Company
Massachusetts
$48K
BWL
913
Bogart Wealth LLC
Virginia
$47.1K +$631 +6 +1%
AA
914
Addison Advisors
Vermont
$45.6K +$9.67K +92 +26%
OP
915
ORG Partners
Indiana
$44.6K +$1.26K +12 +3%
PMFA
916
Plante Moran Financial Advisors
Michigan
$43.7K
SWIM
917
Smallwood Wealth Investment Management
New Jersey
$43.7K
EWM
918
Evermay Wealth Management
Virginia
$42.6K
SWM
919
Spire Wealth Management
Virginia
$39.3K -$31.8K -303 -44%
SCM
920
Silvant Capital Management
Georgia
$39.1K
GKIM
921
GW&K Investment Management
Massachusetts
$39K +$736 +7 +2%
QC
922
Quent Capital
New York
$38.6K +$39.5K +376 New
SRCM
923
Signature Resources Capital Management
California
$37.6K
CYG
924
Clean Yield Group
Vermont
$36K
BSB
925
Bangor Savings Bank
Maine
$35.9K

TROW Hedge Fund Activity: Q3 2025 in Review

1,078 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q3 2025, worth a combined $17.7B — up 4.5% from $17B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new TROW positions and 86 closed out — a net gain of 20 holders — while 379 added to existing stakes and 397 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $120M. The largest seller was First Trust Advisors, cutting an estimated $209M.

  • 1,078 institutional investors held T. Rowe Price (TROW) as of Q3 2025, up from 1,074 in Q2 2025.
  • Funds reported $17.7B of T. Rowe Price stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 106 funds opened new T. Rowe Price positions in Q3 2025 and 86 closed out, a net change of +20 holders.
  • The largest T. Rowe Price buyer in Q3 2025 was Citadel Advisors, an estimated $120M added.
  • The largest T. Rowe Price seller in Q3 2025 was First Trust Advisors, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2025.