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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 %
WPA
1051
West Paces Advisors
Georgia
$827 – – –
PWA
1052
Principia Wealth Advisory
Texas
$811 +$360 +4 +80%
RWM
1053
Rialto Wealth Management
New York
$735 +$735 +8 New
CAWM
1054
Capital A Wealth Management
Pennsylvania
$643 – – –
WA
1055
WestEnd Advisors
North Carolina
$551 +$92 +1 +20%
BHWM
1056
Bay Harbor Wealth Management
Maryland
$551 +$551 +6 New
HFS
1057
Hughes Financial Services
Virginia
$461 +$461 +5 New
SIC
1058
SJS Investment Consulting
Ohio
$460 -$1.2K -13 -72%
WCM
1059
WealthTrak Capital Management
Virginia
$460 +$276 +3 +150%
OC
1060
Oakworth Capital
Alabama
$459 – – –
CSB
1061
City State Bank
Iowa
$459 +$459 +5 New
TC
1062
Trust Company
Kansas
$367 – – –
YDMI
1063
Y.D. More Investments
Israel
$345 +$276 +1,118 +399%
PWM
1064
Parkworth Wealth Management
California
$276 -$92 -1 -25%
GA
1065
GoalVest Advisory
New York
$276 +$276 +3 New
DWM
1066
Dogwood Wealth Management
Kansas
$276 +$276 +3 New
CWP
1067
Concord Wealth Partners
Virginia
$184 – – –
ACA
1068
American Capital Advisory
Idaho
$184 +$184 +2 New
RS
1069
Rakuten Securities
Japan
$184 +$184 +2 New
PWAM
1070
Private Wealth Asset Management
Iowa
$184 +$184 +2 New
HIA
1071
HFM Investment Advisors
New Jersey
$92 +$92 +1 New
KA
1072
Kozak & Associates
Colorado
$30 -$15.6K -136 Closed
Norges Bank
1073
Norges Bank
Norway
– -$118M -1,040,797 Closed
WP
1074
WMS Partners
Maryland
– -$108M -959,346 Closed
SAM
1075
Silvercrest Asset Management
New York
– -$8.65M -76,456 Closed
41 42
43
44 45