We are live on ! Find out more
TROW icon

T. Rowe Price

1,078 hedge funds and large institutions have $17.7B invested in T. Rowe Price in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 379 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $205M | Put options by funds: $161M

23% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 86

4% more capital invested

Capital invested by funds: $17B → $17.7B (+$760M)

0% more funds holding

Funds holding: 1,0741,078 (+4)

5% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 397

1.21% less ownership

Funds ownership: 79.87%78.66% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
1,078
Holders Change
+4
Holders Change %
+0.37%
% of All Funds
14.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
379
Reduced
397
Closed
86
Calls
$205M
Puts
$161M
Net Calls
+$43.9M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1051
Bare Financial Services
Pennsylvania
$1.13K
DWM
1052
Dogwood Wealth Management
Kansas
$1.13K +$1.16K +11 New
WWA
1053
Wealth Watch Advisors
Colorado
$1.13K +$1.16K +11 New
CWP
1054
Clark Wealth Partners
Illinois
$1.13K
CSB
1055
City State Bank
Iowa
$1.03K
DF
1056
DecisionPoint Financial
Arizona
$1.01K
PCM
1057
Penserra Capital Management
California
$1K
RS
1058
Rakuten Securities
Japan
$924 +$631 +6 +200%
BGA
1059
Battery Global Advisors
Massachusetts
$857 +$841 +8 New
HHGA
1060
Halbert Hargrove Global Advisors
California
$719 +$736 +7 New
AWM
1061
Activest Wealth Management
Florida
$718 +$315 +3 +75%
SHIM
1062
Stone House Investment Management
Pennsylvania
$667 +$736 +7 New
DF
1063
Dunhill Financial
United Kingdom
$648 -$105 -1 -14%
HIA
1064
HFM Investment Advisors
New Jersey
$616
NL
1065
NVWM LLC
Pennsylvania
$616
RWS
1066
Retirement Wealth Solutions
Wisconsin
$616 +$631 +6 New
GA
1067
Guerra Advisors
Florida
$519 +$525 +5 New
QWM
1068
Quaker Wealth Management
New Jersey
$514
EWP
1069
Elevation Wealth Partners
California
$514 +$525 +5 New
OC
1070
Oakworth Capital
Alabama
$513
WA
1071
WestEnd Advisors
North Carolina
$513
YDMI
1072
Y.D. More Investments
Israel
$501 +$7.57K +72 +5%
TC
1073
Trust Company
Kansas
$411
ACA
1074
American Capital Advisory
Idaho
$308
SA
1075
Seneschal Advisors
Washington
$308 +$315 +3 New