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T Rowe Price
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Overview Fund Activity

1,070 hedge funds and large institutions have $15.6B invested in T Rowe Price in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-45
Holders Change %
-4.04%
% 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
110
Increased
387
Reduced
419
Closed
137
Calls
$179M
Puts
$233M
Net Calls
-$53.9M
Net Calls Change
-$36.3M

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$95.9M
2
Invesco
Invesco
Georgia
+$95.2M
3
Millennium Management
Millennium Management
New York
+$81.6M
4
BlackRock
BlackRock
New York
+$75.5M
5
Charles Schwab
Charles Schwab
California
+$47.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$238M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$214M
3
Marshall Wace
Marshall Wace
United Kingdom
-$50.9M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$44.2M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
1126
Hoxton Planning & Management
West Virginia
– -$314K -2,778 Closed
MOS
1127
MGO One Seven
Ohio
– -$308K -2,721 Closed
BWM
1128
Blossom Wealth Management
California
– -$299K -2,641 Closed
NG
1129
Novem Group
New York
– -$291K -2,571 Closed
ACS
1130
Archford Capital Strategies
Illinois
– -$290K -2,566 Closed
CIA
1131
Choate Investment Advisors
Massachusetts
– -$289K -2,556 Closed
CAM
1132
Cypress Asset Management
Texas
– -$284K -2,509 Closed
PCM
1133
Park Capital Management
Wisconsin
– -$275K -2,429 Closed
FIA
1134
FNY Investment Advisers
New York
– -$271K -2,400 Closed
SSWM
1135
Sheets Smith Wealth Management
North Carolina
– -$270K -2,389 Closed
EC
1136
EntryPoint Capital
New York
– -$270K -2,386 Closed
GT
1137
Greenleaf Trust
Michigan
– -$262K -2,316 Closed
PW
1138
PUREfi Wealth
Massachusetts
– -$257K -2,273 Closed
IWA
1139
Icon Wealth Advisors
Texas
– -$252K -2,230 Closed
KWA
1140
Kingswood Wealth Advisors
California
– -$250K -2,214 Closed
SIA
1141
Soltis Investment Advisors
Utah
– -$246K -2,178 Closed
EWA
1142
Etesian Wealth Advisors
Oregon
– -$245K -2,169 Closed
PWM
1143
Paulson Wealth Management
Illinois
– -$245K -2,166 Closed
RCM
1144
Radnor Capital Management
Pennsylvania
– -$241K -2,135 Closed
AWM
1145
Aegis Wealth Management
Maryland
– -$240K -2,125 Closed
PGFC
1146
Peapack-Gladstone Financial Corp
New Jersey
– -$240K -2,120 Closed
ACA
1147
Aptus Capital Advisors
Alabama
– -$238K -2,108 Closed
OR
1148
Olympiad Research
Connecticut
– -$238K -2,106 Closed
SSW
1149
Smith Shellnut Wilson
Mississippi
– -$235K -2,075 Closed
MSA
1150
Marino Stram & Associates
Massachusetts
– -$232K -2,052 Closed
44 45
46
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