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T. Rowe Price

1,084 hedge funds and large institutions have $15.8B invested in T. Rowe Price in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 392 increasing their positions, 427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 77.4%77.45% (+0.05%)

8% less repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 427

4% less funds holding

Funds holding: 1,1251,084 (-41)

20% less capital invested

Capital invested by funds: $19.7B → $15.8B (-$3.86B)

21% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 138

23% less call options, than puts

Call options by funds: $179M | Put options by funds: $233M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
1,084
Holders Change
-41
Holders Change %
-3.64%
% 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
109
Increased
392
Reduced
427
Closed
138
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
976
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.2K
TPCW
977
TD Private Client Wealth
New York
$14.1K -$15.4K -146 -49%
MCM
978
MV Capital Management
Maryland
$14K -$23.1K -219 -59%
TWC
979
TD Waterhouse Canada
Ontario, Canada
$13.8K -$12.5K -118 -44%
APW
980
Atlantic Private Wealth
North Carolina
$13.8K
TFIPS
981
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.8K
BC
982
Barrett & Company
Rhode Island
$13.8K
RA
983
Ransom Advisory
Rhode Island
$13.8K
Walleye Capital
984
Walleye Capital
New York
$13.5K +$15.5K +147 New
VWWMG
985
Vermillion & White Wealth Management Group
Pennsylvania
$13.3K +$15.3K +145 New
MA
986
Montag & Associates
Georgia
$12.9K -$2.64K -25 -15%
FDW
987
Fourth Dimension Wealth
Ohio
$12.9K
FFWM
988
Future Financial Wealth Management
Ohio
$12.5K +$106 +1 +0.7%
AP
989
Aspect Partners
Virginia
$12.4K
FPF
990
First Pacific Financial
Washington
$12K +$5.92K +56 +75%
CAL
991
Capital Advisors Ltd
Ohio
$12K
BIA
992
Bell Investment Advisors
California
$11.7K -$3.49K -33 -21%
RDFA
993
Ritter Daniher Financial Advisory
Ohio
$11.5K
LSA
994
Leonteq Securities AG
Switzerland
$11.3K +$10.5K +99 +381%
NC
995
North Capital
Utah
$10.5K +$12K +114 New
CSC
996
Caldwell Sutter Capital
California
$9.74K -$1.27K -12 -10%
CIAS
997
CBIZ Investment Advisory Services
Ohio
$9.28K +$10.7K +101 New
AAG
998
Accordant Advisory Group
Maryland
$9.19K -$5.28K -50 -33%
EAM
999
Eukles Asset Management
Ohio
$9.19K
MWM
1000
Mascoma Wealth Management
New Hampshire
$9.19K

TROW Hedge Fund Activity: Q1 2025 in Review

1,084 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2025, worth a combined $15.8B — down 20% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of TROW and 109 opened new positions — a net loss of 29 holders — while 427 trimmed existing stakes and 392 added.

The largest buyer was HB Wealth Management, adding an estimated $110M. The largest seller was Victory Capital Management, cutting an estimated $273M.

  • 1,084 institutional investors held T. Rowe Price (TROW) as of Q1 2025, down from 1,125 in Q4 2024.
  • Funds reported $15.8B of T. Rowe Price stock for Q1 2025, down 20% quarter-over-quarter.
  • 109 funds opened new T. Rowe Price positions in Q1 2025 and 138 closed out, a net change of -29 holders.
  • The largest T. Rowe Price buyer in Q1 2025 was HB Wealth Management, an estimated $110M added.
  • The largest T. Rowe Price seller in Q1 2025 was Victory Capital Management, an estimated $273M sold.

Based on aggregated 13F filings for Q1 2025.