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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 %
FDW
976
Fourth Dimension Wealth
Ohio
$12.9K – – –
FFWM
977
Future Financial Wealth Management
Ohio
$12.5K +$92 +1 +0.7%
AP
978
Aspect Partners
Virginia
$12.4K – – –
FPF
979
First Pacific Financial
Washington
$12K +$5.14K +56 +75%
CAL
980
Capital Advisors Ltd
Ohio
$12K – – –
BIA
981
Bell Investment Advisors
California
$11.7K -$3.03K -33 -21%
RDFA
982
Ritter Daniher Financial Advisory
Ohio
$11.5K – – –
NC
983
North Capital
Utah
$10.5K +$10.5K +114 New
CSC
984
Caldwell Sutter Capital
California
$9.74K -$1.1K -12 -10%
CIAS
985
CBIZ Investment Advisory Services
Ohio
$9.28K +$9.28K +101 New
AAG
986
Accordant Advisory Group
Maryland
$9.19K -$4.59K -50 -33%
EAM
987
Eukles Asset Management
Ohio
$9.19K – – –
MWM
988
Mascoma Wealth Management
New Hampshire
$9.19K – – –
NEWAS
989
N.E.W. Advisory Services
Wisconsin
$9.19K +$9.19K +100 New
SIS
990
Sound Income Strategies
Florida
$9K +$4.59K +50 +104%
FMTCOCP
991
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K – – –
GWM
992
Guardian Wealth Management
Illinois
$8.87K +$92 +1 +1%
FFO
993
Fortitude Family Office
Arizona
$8.45K -$735 -8 -8%
WB
994
Webster Bank
Connecticut
$8.36K – – –
AWM
995
Atticus Wealth Management
Florida
$8.27K – – –
RWM
996
Ruedi Wealth Management
Illinois
$7.99K – – –
SCB
997
Saudi Central Bank
Saudi Arabia
$7.99K +$7.99K +87 New
MEG
998
Millstone Evans Group
Colorado
$7.63K – – –
OAJ
999
Ogorek Anthony Joseph
New York
$7K +$7K +87 New
WOC
1000
West Oak Capital
California
$6.83K -$101 -110 -1%
38 39
40
41 42