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T Rowe Price
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Overview Fund Activity

1,114 hedge funds and large institutions have $19.6B invested in T Rowe Price in 2024 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 392 increasing their positions, 395 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
+70
Holders Change %
+6.7%
% 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
165
Increased
392
Reduced
395
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$214M
2
UBS Group
UBS Group
Switzerland
$253M
3
Marshall Wace
Marshall Wace
United Kingdom
$63.3M
4
Citadel Advisors
Citadel Advisors
Florida
$74M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$684M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.06M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.4M
3
Barclays
Barclays
United Kingdom
$57.8M
4
Millennium Management
Millennium Management
New York
$14.1M
5
Bank of America
Bank of America
North Carolina
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
1051
Harvest Fund Management
China
$7K – – –
AF
1052
Atala Financial
California
$6.9K +$6.9K +61 New
SO
1053
Sierra Ocean
California
$6.81K +$6.81K +60 New
ZB
1054
Zions Bancorporation
Utah
$6.22K – – –
LWMI
1055
Legacy Wealth Management (Idaho)
Idaho
$6.06K – – –
LIS
1056
Legacy Investment Solutions
Idaho
$6.06K – – –
MAM
1057
Morse Asset Management
Connecticut
$5.66K -$424K -3,753 -99%
OA
1058
Operose Advisors
Wisconsin
$5.66K -$14.7K -130 -72%
VWA
1059
VSM Wealth Advisory
Maryland
$5.66K +$5.66K +50 New
TAM
1060
Tucker Asset Management
Colorado
$5.57K – – –
MSFP
1061
Mark Sheptoff Financial Planning
Connecticut
$5.43K – – –
SIS
1062
Sound Income Strategies
Florida
$5.43K +$452 +4 +9%
BAM
1063
Bellevue Asset Management
Washington
$4.86K +$4.86K +43 New
PWMG
1064
Prestige Wealth Management Group
New Jersey
$4.75K – – –
M
1065
MOTCO
Texas
$4.52K – – –
RTL
1066
Red Tortoise LLC
Georgia
$4.52K – – –
GBT
1067
Grove Bank & Trust
Florida
$4.52K +$2.15K +19 +90%
MC
1068
Montag & Caldwell
Georgia
$4.52K +$4.52K +40 New
AA
1069
Ancora Advisors
Ohio
$4.41K – – –
BTD
1070
BankPlus Trust Department
Mississippi
$4.41K +$4.41K +39 New
SWM
1071
Sugarloaf Wealth Management
Georgia
$4.3K – – –
CTWM
1072
Cherry Tree Wealth Management
Minnesota
$4.24K – – –
CIM
1073
Contravisory Investment Management
Massachusetts
$4.18K +$4.18K +37 New
WA
1074
Whipplewood Advisors
Colorado
$3.96K +$3.96K +35 New
BGAI
1075
Bruce G. Allen Investments
Colorado
$3.85K -$679 -6 -15%
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43
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