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T. Rowe Price

1,126 hedge funds and large institutions have $19.7B invested in T. Rowe Price in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 397 increasing their positions, 396 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more capital invested

Capital invested by funds: $18B → $19.7B (+$1.65B)

7% more funds holding

Funds holding: 1,0511,126 (+75)

2.59% more ownership

Funds ownership: 74.81%77.4% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 396

7% less call options, than puts

Call options by funds: $224M | Put options by funds: $241M

Holders
1,126
Holders Change
+75
Holders Change %
+7.14%
% 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
169
Increased
397
Reduced
396
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1101
Northwest Capital Management
Oregon
$1.92K
CWP
1102
Clark Wealth Partners
Illinois
$1.81K +$1.85K +16 New
CSWM
1103
Cassady Schiller Wealth Management
Ohio
$1.58K +$1.62K +14 New
DFA
1104
DHJJ Financial Advisors
Illinois
$1.47K
GJIA
1105
Glass Jacobson Investment Advisors
Maryland
$1.13K
BFPW
1106
BOK Financial Private Wealth
Colorado
$1.13K +$1.16K +10 New
WPA
1107
West Paces Advisors
Georgia
$1.02K
CWM
1108
Crowley Wealth Management
Delaware
$1.02K +$1.04K +9 New
OSNBOA
1109
Old Second National Bank of Aurora
Illinois
$1.02K +$1.04K +9 New
WA
1110
WPG Advisers
Maryland
$1.02K +$1.04K +9 New
CMP
1111
Coston McIsaac & Partners
Maine
$1K
TFA
1112
Transamerica Financial Advisors
Florida
$1K
FCG
1113
Financial Connections Group
California
$1K +$1.74K +15 New
Lazard Asset Management
1114
Lazard Asset Management
New York
$1K +$1.74K +15 New
CAWM
1115
Capital A Wealth Management
Pennsylvania
$792 +$811 +7 New
HWA
1116
HHM Wealth Advisors
Tennessee
$792 +$811 +7 New
CPG
1117
Cornerstone Planning Group
New Jersey
$682
OC
1118
Oakworth Capital
Alabama
$565
WA
1119
WestEnd Advisors
North Carolina
$565 +$116 +1 +25%
PWA
1120
Principia Wealth Advisory
Texas
$565 +$579 +5 New
TC
1121
Trust Company
Kansas
$452
NMG
1122
New Millennium Group
Utah
$452 +$463 +4 New
PWM
1123
Parkworth Wealth Management
California
$452 +$463 +4 New
WCM
1124
WealthTrak Capital Management
Virginia
$227 +$232 +2 New
CWP
1125
Concord Wealth Partners
Virginia
$226

TROW Hedge Fund Activity: Q4 2024 in Review

1,126 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2024, worth a combined $19.7B — up 9.2% from $18B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new TROW positions and 76 closed out — a net gain of 93 holders — while 397 added to existing stakes and 396 trimmed.

The largest buyer was UBS Group, adding an estimated $134M. The largest seller was International Assets Investment Management, cutting an estimated $123M.

  • 1,126 institutional investors held T. Rowe Price (TROW) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $19.7B of T. Rowe Price stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 169 funds opened new T. Rowe Price positions in Q4 2024 and 76 closed out, a net change of +93 holders.
  • The largest T. Rowe Price buyer in Q4 2024 was UBS Group, an estimated $134M added.
  • The largest T. Rowe Price seller in Q4 2024 was International Assets Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2024.