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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 %
DF
1076
Dunhill Financial
United Kingdom
$3.56K +$1.38K +12 +63%
VWA
1077
Valued Wealth Advisors
Utah
$3.39K +$452 +4 +15%
AWM
1078
Abound Wealth Management
Tennessee
$3.06K – – –
Q1WB
1079
Quest 10 Wealth Builders
Virginia
$2.94K +$2.94K +26 New
DPW
1080
DiNuzzo Private Wealth
Pennsylvania
$2.72K – – –
BWL
1081
Bogart Wealth LLC
Virginia
$2.71K – – –
WAS
1082
Winch Advisory Services
Wisconsin
$2.55K +$111 +1 +5%
CJ
1083
Caitlin John
Michigan
$2.44K +$111 +1 +5%
CAC
1084
Core Alternative Capital
Georgia
$2.38K – – –
CIA
1085
Cape Investment Advisory
Georgia
$2.15K +$113 +1 +6%
SIC
1086
SJS Investment Consulting
Ohio
$2.04K -$679 -6 -25%
WWP
1087
WR Wealth Planners
Missouri
$2.04K – – –
AW
1088
Avion Wealth
Texas
$2K – – –
NCM
1089
Northwest Capital Management
Oregon
$1.92K – – –
APW
1090
Acima Private Wealth
Virginia
$1.92K – – –
CSWM
1091
Cassady Schiller Wealth Management
Ohio
$1.58K +$1.58K +14 New
DFA
1092
DHJJ Financial Advisors
Illinois
$1.47K – – –
GJIA
1093
Glass Jacobson Investment Advisors
Maryland
$1.13K – – –
BFPW
1094
BOK Financial Private Wealth
Colorado
$1.13K +$1.13K +10 New
WPA
1095
West Paces Advisors
Georgia
$1.02K – – –
CWM
1096
Crowley Wealth Management
Delaware
$1.02K +$1.02K +9 New
WA
1097
WPG Advisers
Maryland
$1.02K +$1.02K +9 New
OSNBOA
1098
Old Second National Bank of Aurora
Illinois
$1.02K +$1.02K +9 New
TFA
1099
Transamerica Financial Advisors
Florida
$1K – – –
CMP
1100
Coston McIsaac & Partners
Maine
$1K – – –
42 43
44
45 46