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T Rowe Price

1,061 hedge funds and large institutions have $18.7B invested in T Rowe Price in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 424 increasing their positions, 367 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+13
Holders Change %
+1.24%
% of All Funds
15.43%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
90
Increased
424
Reduced
367
Closed
62
Calls
$259M
Puts
$230M
Net Calls
+$29.4M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ISWM
1101
Independent Solutions Wealth Management
New York
-$216K -1,772 Closed
FFP
1102
FourThought Financial Partners
Florida
-$212K -1,737 Closed
HS
1103
Horan Securities
United States
-$211K -1,731 Closed
SSW
1104
Smith Shellnut Wilson
Mississippi
-$210K -1,719 Closed
BEAM
1105
Baker Ellis Asset Management
Washington
-$207K -1,700 Closed
WI
1106
WrapManager Inc
California
-$207K -1,696 Closed
WF
1107
Welch & Forbes
Massachusetts
-$207K -1,695 Closed
MC
1108
Matisse Capital
Oregon
-$206K -1,690 Closed
HPM
1109
Hoxton Planning & Management
West Virginia
-$204K -1,672 Closed
BWP
1110
BSW Wealth Partners
Colorado
-$203K -1,662 Closed
EIP
1111
Ellis Investment Partners
Pennsylvania
-$202K -1,660 Closed
CGL
1112
Clarius Group LLC
Washington
-$202K -1,658 Closed
BP
1113
Ballentine Partners
Massachusetts
-$202K -1,658 Closed
RWP
1114
RWA Wealth Partners
Massachusetts
-$202K -1,657 Closed
Qube Research & Technologies (QRT)
1115
Qube Research & Technologies (QRT)
United Kingdom
-$168K -1,379 Closed
EA
1116
Emerald Advisers
Pennsylvania
-$161K -1,322 Closed
T
1117
TOBAM
France
-$57K -466 Closed
TFM
1118
TFC Financial Management
Massachusetts
-$42.7K -350 Closed
FFWA
1119
FRG Family Wealth Advisors
Washington
-$38.4K -350 Closed
FFWM
1120
Future Financial Wealth Management
Ohio
-$16.5K -135 Closed
TWP
1121
TFO Wealth Partners
Ohio
-$3.41K -28 Closed
CSB
1122
City State Bank
Iowa
-$2K -16 Closed
LWANC
1123
Laurel Wealth Advisors (North Carolina)
North Carolina
-$1.59K -13 Closed
SWM
1124
Sanctuary Wealth Management
Idaho
-$1.34K -11 Closed
FGAM
1125
Financial Gravity Asset Management
Texas
-$776 -6 Closed