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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 %
RTC
1001
Riverview Trust Company
Washington
$6.62K -$735 -8 -10%
CAM
1002
Costello Asset Management
Pennsylvania
$6.43K – – –
MSWA
1003
Marshall & Sterling Wealth Advisors
New York
$6.43K +$6.43K +70 New
CA
1004
Continuum Advisory
Idaho
$6.26K -$2.76K -30 -31%
HWP
1005
Highline Wealth Partners
California
$6.16K -$1.47K -16 -19%
AF
1006
Atala Financial
California
$5.6K – – –
LWMI
1007
Legacy Wealth Management (Idaho)
Idaho
$5.05K – – –
PA
1008
Pineridge Advisors
Missouri
$5.04K -$6.51K -71 -56%
JFA
1009
JNBA Financial Advisors
Minnesota
$4.78K -$2.3K -25 -32%
VWA
1010
VSM Wealth Advisory
Maryland
$4.59K – – –
SIM
1011
Studio Investment Management
Illinois
$4.5K -$50.5K -550 -92%
TCM
1012
TD Capital Management
Tennessee
$4.5K +$4.5K +49 New
MSFP
1013
Mark Sheptoff Financial Planning
Connecticut
$4.41K – – –
PWMG
1014
Private Wealth Management Group
New Jersey
$4.23K -$8.09K -88 -66%
TWD
1015
True Wealth Design
Ohio
$4.01K -$27.2K -298 -87%
PWMG
1016
Prestige Wealth Management Group
New Jersey
$3.86K – – –
AA
1017
Ancora Advisors
Ohio
$3.86K +$276 +3 +8%
MC
1018
Montag & Caldwell
Georgia
$3.68K – – –
M
1019
MOTCO
Texas
$3.68K – – –
GBT
1020
Grove Bank & Trust
Florida
$3.68K – – –
BTD
1021
BankPlus Trust Department
Mississippi
$3.58K – – –
AS
1022
Altshuler Shaham
Israel
$3.49K +$3.49K +38 New
WA
1023
Whipplewood Advisors
Colorado
$3.22K +$769 +11 +31%
GFPC
1024
Global Financial Private Client
Florida
$3.03K -$992K -10,800 -100%
T
1025
TOBAM
France
$3K +$3K +36 New
39 40
41
42 43