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T. Rowe Price

1,078 hedge funds and large institutions have $17.7B invested in T. Rowe Price in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 379 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $205M | Put options by funds: $161M

23% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 86

4% more capital invested

Capital invested by funds: $17B → $17.7B (+$760M)

0% more funds holding

Funds holding: 1,0741,078 (+4)

5% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 397

1.21% less ownership

Funds ownership: 79.87%78.66% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
1,078
Holders Change
+4
Holders Change %
+0.37%
% of All Funds
14.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
379
Reduced
397
Closed
86
Calls
$205M
Puts
$161M
Net Calls
+$43.9M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1001
Independence Bank of Kentucky
Kentucky
$7.7K -$36.8K -350 -82%
MWA
1002
Medallion Wealth Advisors
Connecticut
$6.88K -$1.37K -13 -16%
BI
1003
Binnacle Investments
Iowa
$6.67K +$5.15K +49 +306%
BIA
1004
Bell Investment Advisors
California
$6.36K -$7.25K -69 -53%
GBT
1005
Grove Bank & Trust
Florida
$6.16K
FFO
1006
Fortitude Family Office
Arizona
$5.95K
LWMI
1007
Legacy Wealth Management (Idaho)
Idaho
$5.65K
WOC
1008
West Oak Capital
California
$5.59K -$32.1K -305 -5%
JFA
1009
JNBA Financial Advisors
Minnesota
$5.34K
MWPCG
1010
Measured Wealth Private Client Group
New Hampshire
$5.34K +$5.46K +52 New
CFG
1011
Clayton Financial Group
Missouri
$5.2K +$5.36K +51 New
VWA
1012
VSM Wealth Advisory
Maryland
$5.2K +$105 +1 +2%
TCM
1013
TD Capital Management
Tennessee
$5.03K
HHMI
1014
Howard Hughes Medical Institute
Maryland
$4.93K
MSFP
1015
Mark Sheptoff Financial Planning
Connecticut
$4.93K
IWM
1016
IMG Wealth Management
Florida
$4.62K +$2.42K +23 +105%
TSMHT
1017
Thurston Springer Miller Herd & Titak
Indiana
$4.51K -$1.73M -16,459 -100%
JWM
1018
JPL Wealth Management
Colorado
$4.41K +$4.52K +43 New
UCB
1019
United Community Bank
South Carolina
$4.31K +$4.41K +42 New
M
1020
MOTCO
Texas
$4.11K
AS
1021
Altshuler Shaham
Israel
$4.11K +$4.2K +40 New
AA
1022
Ancora Advisors
Ohio
$4K
AW
1023
Avion Wealth
Texas
$4K
T
1024
TOBAM
France
$4K
RWM
1025
Rialto Wealth Management
New York
$3.9K +$210 +2 +6%