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T. Rowe Price

1,086 hedge funds and large institutions have $16.8B invested in T. Rowe Price in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 422 increasing their positions, 379 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $181M | Put options by funds: $120M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 379

1.46% more ownership

Funds ownership: 84.02%85.48% (+1.5%)

3% less funds holding

Funds holding: 1,1241,086 (-38)

11% less capital invested

Capital invested by funds: $18.8B → $16.8B (-$1.99B)

13% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 125

Holders
1,086
Holders Change
-38
Holders Change %
-3.38%
% of All Funds
13.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
109
Increased
422
Reduced
379
Closed
125
Calls
$181M
Puts
$120M
Net Calls
+$61.2M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$6.76K -$34K -351 -82%
OCM
1002
Osbon Capital Management
Massachusetts
$6.76K
AT
1003
Arlington Trust
Alabama
$6.67K +$7.17K +74 New
KCM
1004
Key Capital Management
Tennessee
$6.58K +$6.3K +65 +813%
GSWM
1005
Golden State Wealth Management
California
$6.4K -$21.3K -220 -76%
BIA
1006
Bell Investment Advisors
California
$6.22K +$1.07K +11 +19%
STB
1007
S&T Bank
Pennsylvania
$6.13K +$5.13K +53 +353%
OCWP
1008
Owl Creek Wealth Partners
Colorado
$5.86K +$6.3K +65 New
CSB
1009
City State Bank
Iowa
$5.86K +$388 +4 +7%
MAM
1010
Meeder Asset Management
Ohio
$5.68K -$1.84K -19 -23%
MWA
1011
Medallion Wealth Advisors
Connecticut
$5.68K
T
1012
Transce3nd
Texas
$5.41K -$775 -8 -12%
GBT
1013
Grove Bank & Trust
Florida
$5.41K
IWS
1014
Intentional Wealth Strategies
Colorado
$5.23K +$5.62K +58 New
CFM
1015
Cornerstone Financial Management
Massachusetts
$5.14K +$1.26K +13 +30%
RWM
1016
Rialto Wealth Management
New York
$5.14K +$1.84K +19 +50%
CMP
1017
Coston McIsaac & Partners
Maine
$5K +$5.23K +54 +600%
MSFP
1018
Mark Sheptoff Financial Planning
Connecticut
$5K
FFO
1019
Fortitude Family Office
Arizona
$4.78K +$581 +6 +13%
JFA
1020
JNBA Financial Advisors
Minnesota
$4.69K -$775 -8 -13%
MWPCG
1021
Measured Wealth Private Client Group
New Hampshire
$4.69K
VWA
1022
VSM Wealth Advisory
Maryland
$4.69K +$97 +1 +2%
NA
1023
Networth Advisors
Pennsylvania
$4.6K +$4.94K +51 New
MCM
1024
MV Capital Management
Maryland
$3.97K -$8.82K -91 -67%
JWM
1025
JPL Wealth Management
Colorado
$3.88K +$4.17K +43 New