TROW icon

T. Rowe Price

1,060 hedge funds and large institutions have $17.7B invested in T. Rowe Price in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 373 increasing their positions, 392 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 392

1.25% less ownership

Funds ownership: 79.87%78.62% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
1,060
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$205M
Puts
$161M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
901
Sentry Investment Management
Wisconsin
$51K
SC
902
Sawyer & Company
Massachusetts
$48K
BWL
903
Bogart Wealth LLC
Virginia
$47.1K
AA
904
Addison Advisors
Vermont
$45.6K
OP
905
ORG Partners
Indiana
$44.6K
PMFA
906
Plante Moran Financial Advisors
Michigan
$43.7K
SWIM
907
Smallwood Wealth Investment Management
New Jersey
$43.7K
EWM
908
Evermay Wealth Management
Virginia
$42.6K
SWM
909
Spire Wealth Management
Virginia
$39.3K
SCM
910
Silvant Capital Management
Georgia
$39.1K
GKIM
911
GW&K Investment Management
Massachusetts
$39K
QC
912
Quent Capital
New York
$38.6K
SRCM
913
Signature Resources Capital Management
California
$37.6K
CYG
914
Clean Yield Group
Vermont
$36K
BSB
915
Bangor Savings Bank
Maine
$35.9K
PCTC
916
Perkins Coie Trust Company
Washington
$35.4K
SL
917
Salomon & Ludwin
Virginia
$32.7K
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$32.5K
CHC
919
City Holding Co
West Virginia
$32K
ATC
920
Advantage Trust Company
Kansas
$31.3K
RFP
921
Root Financial Partners
California
$30.3K
Walleye Capital
922
Walleye Capital
New York
$30K
OAJ
923
Ogorek Anthony Joseph
New York
$28K
CAL
924
Capital Advisors Ltd
Ohio
$26K
PFBT
925
Parkside Financial Bank & Trust
Missouri
$26K