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T Rowe Price
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Overview Fund Activity

1,054 hedge funds and large institutions have $16.9B invested in T Rowe Price in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 406 increasing their positions, 381 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
14.14%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
113
Increased
406
Reduced
381
Closed
111
Calls
$230M
Puts
$162M
Net Calls
+$68.1M
Net Calls Change
+$122M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$332M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$216M
3
UBS AM
UBS AM
Illinois
$272M
4
UBS Group
UBS Group
Switzerland
$279M
5
AIM
ARGA Investment Management
Connecticut
$46M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.26M
2
Capital World Investors
Capital World Investors
California
$0
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$507M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.8M
5
American Century Companies
American Century Companies
Missouri
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
976
Webster Bank
Connecticut
$8.78K – – –
CIAS
977
CBIZ Investment Advisory Services
Ohio
$8.4K -$1.35K -14 -14%
MEG
978
Millstone Evans Group
Colorado
$8.01K – – –
AWM
979
Atticus Wealth Management
Florida
$7.72K -$965 -10 -11%
HWP
980
Highline Wealth Partners
California
$7.58K +$1.15K +12 +18%
MSWA
981
Marshall & Sterling Wealth Advisors
New York
$7.43K +$676 +7 +10%
FPF
982
First Pacific Financial
Washington
$7.24K -$5.4K -56 -43%
EWM
983
Evolution Wealth Management
Florida
$6.18K +$6.18K +64 New
DWM
984
Darwin Wealth Management
Florida
$5.97K -$217K -2,219 -97%
TWD
985
True Wealth Design
Ohio
$5.95K +$1.73K +18 +41%
GBT
986
Grove Bank & Trust
Florida
$5.79K +$1.93K +20 +50%
FFO
987
Fortitude Family Office
Arizona
$5.6K -$3.28K -34 -37%
WOC
988
West Oak Capital
California
$5.55K -$1.62K -1,680 -23%
LWMI
989
Legacy Wealth Management (Idaho)
Idaho
$5.31K – – –
LIS
990
Legacy Investment Solutions
Idaho
$5.31K +$5.31K +55 New
JFA
991
JNBA Financial Advisors
Minnesota
$5.02K – – –
VWA
992
VSM Wealth Advisory
Maryland
$4.83K – – –
TCM
993
TD Capital Management
Tennessee
$4.73K – – –
MSFP
994
Mark Sheptoff Financial Planning
Connecticut
$4.63K – – –
HHMI
995
Howard Hughes Medical Institute
Maryland
$4.63K +$4.63K +48 New
WA
996
Whipplewood Advisors
Colorado
$4.44K – – –
SIS
997
Sound Income Strategies
Florida
$4.25K -$5.21K -54 -55%
M
998
MOTCO
Texas
$4.06K – – –
BTD
999
BankPlus Trust Department
Mississippi
$3.76K – – –
AA
1000
Ancora Advisors
Ohio
$3.76K -$289 -3 -7%
38 39
40
41 42