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T. Rowe Price

1,126 hedge funds and large institutions have $19.7B invested in T. Rowe Price in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 397 increasing their positions, 396 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more capital invested

Capital invested by funds: $18B → $19.7B (+$1.65B)

7% more funds holding

Funds holding: 1,0511,126 (+75)

2.59% more ownership

Funds ownership: 74.81%77.4% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 396

7% less call options, than puts

Call options by funds: $224M | Put options by funds: $241M

Holders
1,126
Holders Change
+75
Holders Change %
+7.14%
% of All Funds
14.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
169
Increased
397
Reduced
396
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
951
Roble Belko & Company
Pennsylvania
$75K
WPWM
952
Western Pacific Wealth Management
Illinois
$71.8K -$104K -900 -59%
SNB
953
Security National Bank
Nebraska
$67.9K
VFM
954
Viking Fund Management
North Dakota
$67.9K
SIM
955
Studio Investment Management
Illinois
$67.7K -$20.8K -180 -23%
KFP
956
Keener Financial Planning
Texas
$67K
PCM
957
Penserra Capital Management
California
$65K +$65.2K +563 +3,128%
ITIM
958
Indiana Trust & Investment Management
Indiana
$64.1K
CYG
959
Clean Yield Group
Vermont
$62.3K
NSIM
960
North Star Investment Management
Illinois
$61.9K
PSFG
961
Park Square Financial Group
Georgia
$61.3K +$62.8K +542 New
PFBT
962
Parkside Financial Bank & Trust
Missouri
$59.9K
CIAM
963
Caitong International Asset Management
Hong Kong
$58.8K +$60.2K +520 New
FHA
964
First Horizon Advisors
Tennessee
$58.7K -$232 -2 -0.4%
CT
965
Clearstead Trust
Maine
$57.5K
SC
966
Sawyer & Company
Massachusetts
$57K
SSG
967
Summit Securities Group
New York
$56.5K +$57.9K +500 New
BIG
968
Brooklyn Investment Group
New York
$56.1K +$11.3K +98 +25%
JWA
969
JFS Wealth Advisors
Pennsylvania
$56.1K -$695 -6 -1%
WT
970
Washington Trust
Rhode Island
$52.6K
LFG
971
Larson Financial Group
Missouri
$49.1K +$9.96K +86 +25%
ST
972
Smithfield Trust
Pennsylvania
$49K
AAP
973
Arax Advisory Partners
Colorado
$48.7K -$4.52K -39 -8%
IBOK
974
Independence Bank of Kentucky
Kentucky
$48.1K -$72.4K -625 -60%
GM
975
GeoWealth Management
Illinois
$46.1K -$5.91K -51 -11%

TROW Hedge Fund Activity: Q4 2024 in Review

1,126 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2024, worth a combined $19.7B — up 9.2% from $18B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new TROW positions and 76 closed out — a net gain of 93 holders — while 397 added to existing stakes and 396 trimmed.

The largest buyer was UBS Group, adding an estimated $134M. The largest seller was International Assets Investment Management, cutting an estimated $123M.

  • 1,126 institutional investors held T. Rowe Price (TROW) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $19.7B of T. Rowe Price stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 169 funds opened new T. Rowe Price positions in Q4 2024 and 76 closed out, a net change of +93 holders.
  • The largest T. Rowe Price buyer in Q4 2024 was UBS Group, an estimated $134M added.
  • The largest T. Rowe Price seller in Q4 2024 was International Assets Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2024.