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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
MSFP
1026
Mark Sheptoff Financial Planning
Connecticut
$4.41K
PWMG
1027
Private Wealth Management Group
New Jersey
$4.23K -$9.3K -88 -66%
TWD
1028
True Wealth Design
Ohio
$4.01K -$31.5K -298 -87%
PWMG
1029
Prestige Wealth Management Group
New Jersey
$3.86K
AA
1030
Ancora Advisors
Ohio
$3.86K +$317 +3 +8%
GBT
1031
Grove Bank & Trust
Florida
$3.67K
MC
1032
Montag & Caldwell
Georgia
$3.67K
M
1033
MOTCO
Texas
$3.67K
BTD
1034
BankPlus Trust Department
Mississippi
$3.58K
AS
1035
Altshuler Shaham
Israel
$3.49K +$4.02K +38 New
WA
1036
Whipplewood Advisors
Colorado
$3.21K +$1.16K +11 +31%
GFPC
1037
Global Financial Private Client
Florida
$3.03K -$1.14M -10,800 -100%
T
1038
TOBAM
France
$3K +$3.8K +36 New
BFS
1039
Bare Financial Services
Pennsylvania
$2.85K +$3.28K +31 New
AWM
1040
Abound Wealth Management
Tennessee
$2.76K +$317 +3 +11%
RTL
1041
Red Tortoise LLC
Georgia
$2.76K -$1.06K -10 -25%
PWA
1042
Physician Wealth Advisors
Utah
$2.48K +$2.85K +27 New
BGAI
1043
Bruce G. Allen Investments
Colorado
$2.48K -$740 -7 -21%
VWA
1044
Valued Wealth Advisors
Utah
$2.41K -$423 -4 -13%
Q1WB
1045
Quest 10 Wealth Builders
Virginia
$2.3K -$106 -1 -4%
BWL
1046
Bogart Wealth LLC
Virginia
$2.21K
WAS
1047
Winch Advisory Services
Wisconsin
$2.1K
AW
1048
Avion Wealth
Texas
$2K
CAC
1049
Core Alternative Capital
Georgia
$1.93K
DPW
1050
DiNuzzo Private Wealth
Pennsylvania
$1.84K -$423 -4 -17%

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.