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T. Rowe Price
TROW

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: 1,125 → 1,084 (-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: 10 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
HWM
HB Wealth Management
Georgia
+$110M
2
Invesco
Invesco
Georgia
+$109M
3
Millennium Management
Millennium Management
New York
+$93.8M
4
BlackRock
BlackRock
New York
+$86.8M
5
Charles Schwab
Charles Schwab
California
+$54.9M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$273M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$214M
3
Marshall Wace
Marshall Wace
United Kingdom
-$58.6M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$50.8M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$46.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1076
Trust Company
Kansas
$367 – – –
YDMI
1077
Y.D. More Investments
Israel
$345 +$118K +1,118 +399%
PWM
1078
Parkworth Wealth Management
California
$276 -$106 -1 -25%
DWM
1079
Dogwood Wealth Management
Kansas
$276 +$317 +3 New
GA
1080
GoalVest Advisory
New York
$276 +$317 +3 New
CWP
1081
Concord Wealth Partners
Virginia
$184 – – –
ACA
1082
American Capital Advisory
Idaho
$184 +$211 +2 New
PWAM
1083
Private Wealth Asset Management
Iowa
$184 +$211 +2 New
RS
1084
Rakuten Securities
Japan
$184 +$211 +2 New
HIA
1085
HFM Investment Advisors
New Jersey
$92 +$106 +1 New
KA
1086
Kozak & Associates
Colorado
$30 -$14.4K -136 Closed
WP
1087
WMS Partners
Maryland
– -$108M -959,346 Closed
SAM
1088
Silvercrest Asset Management
New York
– -$8.65M -76,456 Closed
ERP
1089
Eldred Rock Partners
Texas
– -$7.83M -69,078 Closed
BIAS
1090
Beacon Investment Advisory Services
New Jersey
– -$7.5M -66,307 Closed
GLA
1091
Great Lakes Advisors
Illinois
– -$4.42M -39,083 Closed
AIMCA
1092
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.09M -36,200 Closed
HF
1093
HRT Financial
New York
– -$4.01M -35,455 Closed
AFA
1094
Abacus FCF Advisors
Florida
– -$3.81M -33,731 Closed
PCM
1095
Prana Capital Management
Connecticut
– -$3.72M -32,898 Closed
CM
1096
Crestline Management
Texas
– -$3.28M -29,002 Closed
TC
1097
Taika Capital
Florida
– -$3.05M -26,942 Closed
Luther King Capital Management (LKCM)
1098
Luther King Capital Management (LKCM)
Texas
– -$3.04M -26,917 Closed
FCM
1099
Fieldview Capital Management
Michigan
– -$2.91M -25,772 Closed
Two Sigma Advisers
1100
Two Sigma Advisers
New York
– -$2.13M -18,800 Closed
42 43
44
45 46

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.