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T Rowe Price
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Overview Fund Activity

1,115 hedge funds and large institutions have $19.6B invested in T Rowe Price in 2024 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 393 increasing their positions, 395 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+71
Holders Change %
+6.8%
% of All Funds
14.84%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
165
Increased
393
Reduced
395
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$214M
2
UBS Group
UBS Group
Switzerland
$253M
3
Marshall Wace
Marshall Wace
United Kingdom
$63.3M
4
Citadel Advisors
Citadel Advisors
Florida
$74M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$684M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.06M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.4M
3
Barclays
Barclays
United Kingdom
$57.8M
4
Millennium Management
Millennium Management
New York
$14.1M
5
Bank of America
Bank of America
North Carolina
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1001
Addison Advisors
Vermont
$26.1K +$10.5K +93 +67%
BTC
1002
Bank & Trust Company
Illinois
$23.3K – – –
RCM
1003
Raleigh Capital Management
North Carolina
$23.3K +$19.3K +171 +489%
USB
1004
Union Savings Bank
Connecticut
$22.6K – – –
FFL
1005
Financial Freedom LLC
Ohio
$22.6K – – –
MMG
1006
Monetary Management Group
Missouri
$22.6K – – –
AFM
1007
Aspetuck Financial Management
Connecticut
$22.6K +$22.6K +200 New
FUBT
1008
First United Bank & Trust
Maryland
$21.1K – – –
ADL
1009
Asset Dedication LLC
California
$21K – – –
VCM
1010
Versant Capital Management
Arizona
$20.4K +$2.94K +26 +17%
RA
1011
Rise Advisors
New York
$19.7K +$227 +2 +1%
SL
1012
Salomon & Ludwin
Virginia
$19.5K -$6.67K -59 -26%
MA
1013
Montag & Associates
Georgia
$18.7K – – –
LWCFA
1014
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.7K -$1.82K -16 -9%
BIA
1015
Bell Investment Advisors
California
$18.1K +$3.17K +28 +21%
NRWA
1016
North Ridge Wealth Advisors
Oregon
$18.1K +$18.1K +160 New
SAM
1017
Synergy Asset Management
Washington
$17.5K +$17.5K +161 New
HNB
1018
Hilltop National Bank
Wyoming
$17.5K – – –
AAG
1019
Accordant Advisory Group
Maryland
$17K – – –
TFIPS
1020
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17K – – –
BC
1021
Barrett & Company
Rhode Island
$17K – – –
OC
1022
Oarsman Capital
Wisconsin
$17K – – –
APW
1023
Atlantic Private Wealth
North Carolina
$17K – – –
FDW
1024
Fourth Dimension Wealth
Ohio
$15.8K +$15.8K +140 New
KA
1025
Kozak & Associates
Colorado
$15.6K -$11.5K -100 -42%
39 40
41
42 43