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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
DF
1051
Dunhill Financial
United Kingdom
$1.76K -$1.27K -12 -39%
CIA
1052
Cape Investment Advisory
Georgia
$1.65K -$106 -1 -5%
CWM
1053
Crowley Wealth Management
Delaware
$1.65K +$951 +9 +100%
AF
1054
Advisornet Financial
Minnesota
$1.56K -$5.39K -51 -75%
APW
1055
Acima Private Wealth
Virginia
$1.56K
NCM
1056
Northwest Capital Management
Oregon
$1.56K
SO
1057
Sierra Ocean
California
$1.29K -$4.86K -46 -77%
DFA
1058
DHJJ Financial Advisors
Illinois
$1.2K
GJIA
1059
Glass Jacobson Investment Advisors
Maryland
$1.13K
CH
1060
Cromwell Holdings
Wyoming
$1.1K +$1.27K +12 New
CPG
1061
Cornerstone Planning Group
New Jersey
$1.04K +$634 +6 +100%
PCM
1062
Penserra Capital Management
California
$1K -$59.5K -563 -97%
TFA
1063
Transamerica Financial Advisors
Florida
$1K
WPA
1064
West Paces Advisors
Georgia
$827
PWA
1065
Principia Wealth Advisory
Texas
$811 +$423 +4 +80%
RWM
1066
Rialto Wealth Management
New York
$735 +$845 +8 New
CAWM
1067
Capital A Wealth Management
Pennsylvania
$643
WA
1068
WestEnd Advisors
North Carolina
$551 +$106 +1 +20%
BHWM
1069
Bay Harbor Wealth Management
Maryland
$551 +$634 +6 New
HFS
1070
Hughes Financial Services
Virginia
$461 +$528 +5 New
SIC
1071
SJS Investment Consulting
Ohio
$460 -$1.37K -13 -72%
WCM
1072
WealthTrak Capital Management
Virginia
$460 +$317 +3 +150%
OC
1073
Oakworth Capital
Alabama
$459
CAM
1074
Chesapeake Asset Management
New York
$459 +$528 +5 New
CSB
1075
City State Bank
Iowa
$459 +$528 +5 New

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.