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T. Rowe Price

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: 1,1251,084 (-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: 106 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1126
Stevens Capital Management
Pennsylvania
-$440K -3,890 Closed
WA1
1127
Wimmer Associates 1
California
-$437K -3,865 Closed
BFG
1128
Bleakley Financial Group
New Jersey
-$428K -3,788 Closed
MS
1129
Maven Securities
Jersey
-$400K -3,785 Closed
MMA
1130
Miracle Mile Advisors
California
-$418K -3,693 Closed
LWM
1131
Lionshead Wealth Management
New York
-$385K -3,408 Closed
MWM
1132
Maridea Wealth Management
New York
-$376K -3,324 Closed
ALAM
1133
Asahi Life Asset Management
Japan
-$342K -3,020 Closed
PI
1134
PFG Investments
New York
-$336K -2,971 Closed
LA
1135
LVW Advisors
New York
-$330K -2,921 Closed
PSC
1136
Portman Square Capital
United Kingdom
-$325K -2,875 Closed
FPW
1137
Flywheel Private Wealth
California
-$323K -2,860 Closed
MIM
1138
Morningstar Investment Management
Illinois
-$318K -2,813 Closed
HPM
1139
Hoxton Planning & Management
West Virginia
-$314K -2,778 Closed
MOS
1140
MGO One Seven
Ohio
-$308K -2,721 Closed
BWM
1141
Blossom Wealth Management
California
-$299K -2,641 Closed
NG
1142
Novem Group
New York
-$291K -2,571 Closed
ACS
1143
Archford Capital Strategies
Illinois
-$290K -2,566 Closed
CIA
1144
Choate Investment Advisors
Massachusetts
-$289K -2,556 Closed
CAM
1145
Cypress Asset Management
Texas
-$284K -2,509 Closed
PCM
1146
Park Capital Management
Wisconsin
-$275K -2,429 Closed
FIA
1147
FNY Investment Advisers
New York
-$271K -2,400 Closed
SSWM
1148
Sheets Smith Wealth Management
North Carolina
-$270K -2,389 Closed
EC
1149
EntryPoint Capital
New York
-$270K -2,386 Closed
GT
1150
Greenleaf Trust
Michigan
-$262K -2,316 Closed

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.