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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 %
RTC
1001
Riverview Trust Company
Washington
$3.47K -$3.47K -36 -50%
RWM
1002
Rialto Wealth Management
New York
$3.47K +$2.7K +28 +350%
CPG
1003
Cornerstone Planning Group
New Jersey
$3.17K +$1.9K +18 +150%
T
1004
TOBAM
France
$3K – – –
AW
1005
Avion Wealth
Texas
$3K +$1.5K +20 +100%
SA
1006
Scarborough Advisors
Maryland
$2.99K +$2.99K +31 New
AWM
1007
Abound Wealth Management
Tennessee
$2.9K – – –
DPW
1008
DiNuzzo Private Wealth
Pennsylvania
$2.41K +$483 +5 +25%
WAS
1009
Winch Advisory Services
Wisconsin
$2.23K – – –
CA
1010
Crewe Advisors
Utah
$2.22K +$2.22K +23 New
SO
1011
Sierra Ocean
California
$2.12K +$772 +8 +57%
IWM
1012
IMG Wealth Management
Florida
$2.12K +$2.12K +22 New
CAC
1013
Core Alternative Capital
Georgia
$2.03K – – –
AF
1014
Advisornet Financial
Minnesota
$2.03K +$386 +4 +24%
KG
1015
Kilter Group
New York
$2.03K +$2.03K +21 New
RTL
1016
Red Tortoise LLC
Georgia
$1.93K -$965 -10 -33%
CCMI
1017
Creative Capital Management Investments
California
$1.93K +$1.93K +20 New
HFS
1018
Hughes Financial Services
Virginia
$1.9K +$1.37K +13 +260%
SIC
1019
SJS Investment Consulting
Ohio
$1.85K +$1.36K +14 +280%
CIA
1020
Cape Investment Advisory
Georgia
$1.74K – – –
ITIM
1021
Indiana Trust & Investment Management
Indiana
$1.64K -$53.1K -550 -97%
APW
1022
Acima Private Wealth
Virginia
$1.64K – – –
PPC
1023
Park Place Capital
Alabama
$1.58K -$29.6K -300 -95%
BI
1024
Binnacle Investments
Iowa
$1.54K +$1.54K +16 New
FNWA
1025
Financial Network Wealth Advisors
Utah
$1.45K +$1.45K +15 New
39 40
41
42 43