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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
APW
1026
Atlantic Private Wealth
North Carolina
$17K
BC
1027
Barrett & Company
Rhode Island
$17K
OC
1028
Oarsman Capital
Wisconsin
$17K
RA
1029
Ransom Advisory
Rhode Island
$17K
TFIPS
1030
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17K
FDW
1031
Fourth Dimension Wealth
Ohio
$15.8K +$16.2K +140 New
KA
1032
Kozak & Associates
Colorado
$15.6K -$11.6K -100 -42%
AP
1033
Aspect Partners
Virginia
$15.3K
FFWM
1034
Future Financial Wealth Management
Ohio
$15.3K
PWMG
1035
Private Wealth Management Group
New Jersey
$15.2K
CAL
1036
Capital Advisors Ltd
Ohio
$15K
PA
1037
Pineridge Advisors
Missouri
$14.2K +$14.6K +126 New
RDFA
1038
Ritter Daniher Financial Advisory
Ohio
$14.1K +$14.5K +125 New
CSC
1039
Caldwell Sutter Capital
California
$13.3K
EAM
1040
Eukles Asset Management
Ohio
$11.3K
MWM
1041
Mascoma Wealth Management
New Hampshire
$11.3K
FFO
1042
Fortitude Family Office
Arizona
$11.3K +$926 +8 +9%
VFM
1043
Vision Financial Markets
Connecticut
$11.3K +$11.6K +100 New
CA
1044
Continuum Advisory
Idaho
$11.1K +$1.27K +11 +13%
FMTCOCP
1045
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K -$1.39K -12 -11%
GWMI
1046
Guardian Wealth Management (Illinois)
Illinois
$10.8K +$116 +1 +1%
WB
1047
Webster Bank
Connecticut
$10.3K
AWM
1048
Atticus Wealth Management
Florida
$10.2K
RWM
1049
Ruedi Wealth Management
Illinois
$9.84K
MEG
1050
Millstone Evans Group
Colorado
$9.39K +$9.61K +83 New

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.