TROW icon

T Rowe Price
TROW

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 %
Lazard Asset Management
1101
Lazard Asset Management
New York
$1K +$1K +15 New
FCG
1102
Financial Connections Group
California
$1K +$1K +15 New
CAWM
1103
Capital A Wealth Management
Pennsylvania
$792 +$792 +7 New
HWA
1104
HHM Wealth Advisors
Tennessee
$792 +$792 +7 New
CPG
1105
Cornerstone Planning Group
New Jersey
$682 – – –
OC
1106
Oakworth Capital
Alabama
$565 – – –
WA
1107
WestEnd Advisors
North Carolina
$565 +$113 +1 +25%
PWA
1108
Principia Wealth Advisory
Texas
$565 +$565 +5 New
TC
1109
Trust Company
Kansas
$452 – – –
PWM
1110
Parkworth Wealth Management
California
$452 +$452 +4 New
NMG
1111
New Millennium Group
Utah
$452 +$452 +4 New
WCM
1112
WealthTrak Capital Management
Virginia
$227 +$227 +2 New
CWP
1113
Concord Wealth Partners
Virginia
$226 – – –
WBC
1114
West Branch Capital
Massachusetts
$114 – – –
YDMI
1115
Y.D. More Investments
Israel
$87 +$48 +155 +124%
MWM
1116
Moran Wealth Management
Florida
– -$8.17M -74,965 Closed
TI
1117
Trexquant Investment
Connecticut
– -$7.57M -69,491 Closed
Twin Tree Management
1118
Twin Tree Management
Texas
– -$6.97M -64,027 Closed
BWP
1119
Barlow Wealth Partners
Kentucky
– -$6.21M -58,212 Closed
ACM
1120
Aquatic Capital Management
Illinois
– -$5.86M -53,800 Closed
WAM
1121
Weiss Asset Management
Massachusetts
– -$5.69M -52,207 Closed
QCM
1122
Qsemble Capital Management
New York
– -$3.71M -34,042 Closed
QT
1123
Quantbot Technologies
New York
– -$3.32M -30,491 Closed
VI
1124
Versor Investments
New York
– -$2.56M -23,500 Closed
TCM
1125
Teza Capital Management
Illinois
– -$1.74M -15,998 Closed
43 44
45
46 47