We are live on ! Find out more
TROW icon

T. Rowe Price

1,126 hedge funds and large institutions have $19.7B invested in T. Rowe Price in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 397 increasing their positions, 396 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more capital invested

Capital invested by funds: $18B → $19.7B (+$1.65B)

7% more funds holding

Funds holding: 1,0511,126 (+75)

2.59% more ownership

Funds ownership: 74.81%77.4% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 396

7% less call options, than puts

Call options by funds: $224M | Put options by funds: $241M

Holders
1,126
Holders Change
+75
Holders Change %
+7.14%
% of All Funds
14.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
169
Increased
397
Reduced
396
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1001
Fedenia Advisers
Wisconsin
$29.4K +$30.1K +260 New
HCP
1002
Hexagon Capital Partners
Arkansas
$28.5K -$4.86K -42 -14%
CA
1003
CoreCap Advisors
Michigan
$27.4K +$5.67K +49 +25%
MHR
1004
Matthew Hamilton Rosenberg
$27.4K -$4.86K -42 -15%
PSB
1005
Piscataqua Savings Bank
New Hampshire
$27.3K
CW
1006
Curio Wealth
Maryland
$26.6K +$27.2K +235 New
AA
1007
Addison Advisors
Vermont
$26.1K +$10.8K +93 +67%
BTC
1008
Bank & Trust Company
Illinois
$23.3K
RCM
1009
Raleigh Capital Management
North Carolina
$23.3K +$19.8K +171 +489%
FFL
1010
Financial Freedom LLC
Ohio
$22.6K
MMG
1011
Monetary Management Group
Missouri
$22.6K
USB
1012
Union Savings Bank
Connecticut
$22.6K
AFM
1013
Aspetuck Financial Management
Connecticut
$22.6K +$23.2K +200 New
FUBT
1014
First United Bank & Trust
Maryland
$21.1K
ADL
1015
Asset Dedication LLC
California
$21K
VCM
1016
Versant Capital Management
Arizona
$20.4K +$3.01K +26 +17%
RA
1017
Rise Advisors
New York
$19.7K +$232 +2 +1%
SL
1018
Salomon & Ludwin
Virginia
$19.5K -$6.83K -59 -26%
MA
1019
Montag & Associates
Georgia
$18.7K
LWCFA
1020
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.7K -$1.85K -16 -9%
BIA
1021
Bell Investment Advisors
California
$18.1K +$3.24K +28 +21%
NRWA
1022
North Ridge Wealth Advisors
Oregon
$18.1K +$18.5K +160 New
SAM
1023
Synergy Asset Management
Washington
$17.5K +$18.6K +161 New
HNB
1024
Hilltop National Bank
Wyoming
$17.5K
AAG
1025
Accordant Advisory Group
Maryland
$17K

TROW Hedge Fund Activity: Q4 2024 in Review

1,126 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2024, worth a combined $19.7B — up 9.2% from $18B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new TROW positions and 76 closed out — a net gain of 93 holders — while 397 added to existing stakes and 396 trimmed.

The largest buyer was UBS Group, adding an estimated $134M. The largest seller was International Assets Investment Management, cutting an estimated $123M.

  • 1,126 institutional investors held T. Rowe Price (TROW) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $19.7B of T. Rowe Price stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 169 funds opened new T. Rowe Price positions in Q4 2024 and 76 closed out, a net change of +93 holders.
  • The largest T. Rowe Price buyer in Q4 2024 was UBS Group, an estimated $134M added.
  • The largest T. Rowe Price seller in Q4 2024 was International Assets Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2024.