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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 %
HWM
926
Hemington Wealth Management
Virginia
$33K -$2.45K -27 -7%
BSB
927
Bangor Savings Bank
Maine
$32.2K – – –
QC
928
Quent Capital
New York
$31.8K -$31.6K -344 -50%
PCTC
929
Perkins Coie Trust Company
Washington
$31.7K -$119K -1,299 -79%
HWA
930
Heritage Wealth Advisors
Virginia
$31.3K +$368 +4 +1%
PSFG
931
Park Square Financial Group
Georgia
$30.7K -$19.1K -208 -38%
GKIM
932
GW&K Investment Management
Massachusetts
$30K +$2.83K +31 +10%
CWC
933
Carolinas Wealth Consulting
North Carolina
$29.2K – – –
PPC
934
Park Place Capital
Alabama
$29K – – –
ATC
935
Advantage Trust Company
Kansas
$28K – – –
ZBNA
936
Zions Bancorporation, National Association
Utah
$27.4K +$27.4K +298 New
EB
937
Eastern Bank
Massachusetts
$26.9K -$8.09K -88 -23%
SFG
938
Stonebridge Financial Group
Pennsylvania
$26.4K +$184 +2 +0.7%
BCMLT
939
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.4K +$2.2K +24 +9%
PMFA
940
Plante Moran Financial Advisors
Michigan
$25.3K – – –
PA
941
PSI Advisors
Florida
$24.8K – – –
BFPW
942
BOK Financial Private Wealth
Colorado
$24K +$23.1K +251 +2,510%
AA
943
Addison Advisors
Vermont
$23.9K +$2.66K +29 +13%
PP
944
Pacifica Partners
Canada
$23.3K – – –
FFC
945
First Financial Corp
Indiana
$23K +$23K +250 New
CNBTD
946
Citizens National Bank Trust Department
Mississippi
$23K +$23K +250 New
MHR
947
Matthew Hamilton Rosenberg
$22.2K – – –
PSB
948
Piscataqua Savings Bank
New Hampshire
$22.1K – – –
CIAM
949
Caitong International Asset Management
Hong Kong
$21.5K -$26.3K -286 -55%
IHWM
950
Iron Horse Wealth Management
Iowa
$21.2K -$10.1K -110 -32%
36 37
38
39 40