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T. Rowe Price

1,084 hedge funds and large institutions have $15.8B invested in T. Rowe Price in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 392 increasing their positions, 427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 77.4%77.45% (+0.05%)

8% less repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 427

4% less funds holding

Funds holding: 1,1251,084 (-41)

20% less capital invested

Capital invested by funds: $19.7B → $15.8B (-$3.86B)

21% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 138

23% less call options, than puts

Call options by funds: $179M | Put options by funds: $233M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
1,084
Holders Change
-41
Holders Change %
-3.64%
% 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
109
Increased
392
Reduced
427
Closed
138
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1001
N.E.W. Advisory Services
Wisconsin
$9.19K +$10.6K +100 New
SIS
1002
Sound Income Strategies
Florida
$9K +$5.28K +50 +104%
FMTCOCP
1003
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
GWMI
1004
Guardian Wealth Management (Illinois)
Illinois
$8.87K +$106 +1 +1%
FFO
1005
Fortitude Family Office
Arizona
$8.45K -$845 -8 -8%
WB
1006
Webster Bank
Connecticut
$8.36K
AWM
1007
Atticus Wealth Management
Florida
$8.27K
RWM
1008
Ruedi Wealth Management
Illinois
$7.99K
SCB
1009
Saudi Central Bank
Saudi Arabia
$7.99K +$9.19K +87 New
MEG
1010
Millstone Evans Group
Colorado
$7.63K
MWA
1011
Medallion Wealth Advisors
Connecticut
$7.38K
OAJ
1012
Ogorek Anthony Joseph
New York
$7K +$9.19K +87 New
WOC
1013
West Oak Capital
California
$6.83K -$11.6K -110 -1%
RTC
1014
Riverview Trust Company
Washington
$6.62K -$845 -8 -10%
CAM
1015
Costello Asset Management
Pennsylvania
$6.43K
MSWA
1016
Marshall & Sterling Wealth Advisors
New York
$6.43K +$7.4K +70 New
CA
1017
Continuum Advisory
Idaho
$6.26K -$3.17K -30 -31%
HWP
1018
Highline Wealth Partners
California
$6.16K -$1.69K -16 -19%
AF
1019
Atala Financial
California
$5.6K
LWMI
1020
Legacy Wealth Management (Idaho)
Idaho
$5.05K
PA
1021
Pineridge Advisors
Missouri
$5.04K -$7.5K -71 -56%
JFA
1022
JNBA Financial Advisors
Minnesota
$4.78K -$2.64K -25 -32%
VWA
1023
VSM Wealth Advisory
Maryland
$4.59K
SIM
1024
Studio Investment Management
Illinois
$4.5K -$58.1K -550 -92%
TCM
1025
TD Capital Management
Tennessee
$4.5K +$5.18K +49 New

TROW Hedge Fund Activity: Q1 2025 in Review

1,084 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2025, worth a combined $15.8B — down 20% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of TROW and 109 opened new positions — a net loss of 29 holders — while 427 trimmed existing stakes and 392 added.

The largest buyer was HB Wealth Management, adding an estimated $110M. The largest seller was Victory Capital Management, cutting an estimated $273M.

  • 1,084 institutional investors held T. Rowe Price (TROW) as of Q1 2025, down from 1,125 in Q4 2024.
  • Funds reported $15.8B of T. Rowe Price stock for Q1 2025, down 20% quarter-over-quarter.
  • 109 funds opened new T. Rowe Price positions in Q1 2025 and 138 closed out, a net change of -29 holders.
  • The largest T. Rowe Price buyer in Q1 2025 was HB Wealth Management, an estimated $110M added.
  • The largest T. Rowe Price seller in Q1 2025 was Victory Capital Management, an estimated $273M sold.

Based on aggregated 13F filings for Q1 2025.