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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
HWP
1051
Highline Wealth Partners
California
$9.33K +$1.39K +12 +17%
RTC
1052
Riverview Trust Company
Washington
$9.05K -$33K -285 -78%
MWA
1053
Medallion Wealth Advisors
Connecticut
$9.05K +$9.26K +80 New
WWA
1054
Wingate Wealth Advisors
Massachusetts
$9.05K +$9.26K +80 New
JFA
1055
JNBA Financial Advisors
Minnesota
$8.71K
FPF
1056
First Pacific Financial
Washington
$8.48K
HPC
1057
HM Payson & Co
Maine
$8.48K +$8.69K +75 New
CAM
1058
Costello Asset Management
Pennsylvania
$7.92K
AF
1059
Advisornet Financial
Minnesota
$7.69K +$7.41K +64 +1,600%
HFM
1060
Harvest Fund Management
China
$7K
RWML
1061
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.91K +$2.78K +24 +65%
AF
1062
Atala Financial
California
$6.9K +$7.06K +61 New
SO
1063
Sierra Ocean
California
$6.81K +$6.95K +60 New
ZB
1064
Zions Bancorporation
Utah
$6.22K
LIS
1065
Legacy Investment Solutions
Idaho
$6.06K
LWMI
1066
Legacy Wealth Management (Idaho)
Idaho
$6.06K
MAM
1067
Morse Asset Management
Connecticut
$5.66K -$435K -3,753 -99%
OA
1068
Operose Advisors
Wisconsin
$5.66K -$15.1K -130 -72%
VWA
1069
VSM Wealth Advisory
Maryland
$5.66K +$5.79K +50 New
TAM
1070
Tucker Asset Management
Colorado
$5.57K
MSFP
1071
Mark Sheptoff Financial Planning
Connecticut
$5.43K
SIS
1072
Sound Income Strategies
Florida
$5.43K +$463 +4 +9%
BAM
1073
Bellevue Asset Management
Washington
$4.86K +$4.98K +43 New
PWMG
1074
Prestige Wealth Management Group
New Jersey
$4.75K
M
1075
MOTCO
Texas
$4.52K

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.