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T Rowe Price
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Overview Fund Activity

1,070 hedge funds and large institutions have $15.6B invested in T Rowe Price in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-45
Holders Change %
-4.04%
% 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
110
Increased
387
Reduced
419
Closed
137
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$95.9M
2
Invesco
Invesco
Georgia
+$95.2M
3
Millennium Management
Millennium Management
New York
+$81.6M
4
BlackRock
BlackRock
New York
+$75.5M
5
Charles Schwab
Charles Schwab
California
+$47.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$238M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$214M
3
Marshall Wace
Marshall Wace
United Kingdom
-$50.9M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$44.2M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
1026
Bare Financial Services
Pennsylvania
$2.85K +$2.85K +31 New
AWM
1027
Abound Wealth Management
Tennessee
$2.76K +$276 +3 +11%
RTL
1028
Red Tortoise LLC
Georgia
$2.76K -$919 -10 -25%
PWA
1029
Physician Wealth Advisors
Utah
$2.48K +$2.48K +27 New
BGAI
1030
Bruce G. Allen Investments
Colorado
$2.48K -$643 -7 -21%
VWA
1031
Valued Wealth Advisors
Utah
$2.41K -$371 -4 -13%
Q1WB
1032
Quest 10 Wealth Builders
Virginia
$2.3K -$92 -1 -4%
BWL
1033
Bogart Wealth LLC
Virginia
$2.21K – – –
WAS
1034
Winch Advisory Services
Wisconsin
$2.1K – – –
AW
1035
Avion Wealth
Texas
$2K – – –
CAC
1036
Core Alternative Capital
Georgia
$1.93K – – –
DPW
1037
DiNuzzo Private Wealth
Pennsylvania
$1.84K -$368 -4 -17%
DF
1038
Dunhill Financial
United Kingdom
$1.76K -$1.11K -12 -39%
CIA
1039
Cape Investment Advisory
Georgia
$1.65K -$92 -1 -5%
CWM
1040
Crowley Wealth Management
Delaware
$1.65K +$827 +9 +100%
AF
1041
Advisornet Financial
Minnesota
$1.56K -$4.69K -51 -75%
NCM
1042
Northwest Capital Management
Oregon
$1.56K – – –
APW
1043
Acima Private Wealth
Virginia
$1.56K – – –
SO
1044
Sierra Ocean
California
$1.29K -$4.24K -46 -77%
DFA
1045
DHJJ Financial Advisors
Illinois
$1.2K – – –
GJIA
1046
Glass Jacobson Investment Advisors
Maryland
$1.13K – – –
CH
1047
Cromwell Holdings
Wyoming
$1.1K +$1.1K +12 New
CPG
1048
Cornerstone Planning Group
New Jersey
$1.04K +$520 +6 +100%
PCM
1049
Penserra Capital Management
California
$1K -$31.3K -563 -97%
TFA
1050
Transamerica Financial Advisors
Florida
$1K – – –
40 41
42
43 44