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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 %
GFA
1151
Gallagher Fiduciary Advisors
Illinois
– -$231K -2,040 Closed
EH
1152
Equitable Holdings
New York
– -$228K -2,017 Closed
NB
1153
Nicolet Bankshares
Wisconsin
– -$227K -2,008 Closed
WC
1154
Weil Company
California
– -$226K -2,001 Closed
RG
1155
Rathbones Group
United Kingdom
– -$226K -2,000 Closed
G
1156
GenTrust
Florida
– -$226K -2,000 Closed
MC
1157
Moors & Cabot
Massachusetts
– -$226K -1,996 Closed
NAS
1158
Nicolet Advisory Services
Wisconsin
– -$214K -1,973 Closed
JIC
1159
Joel Isaacson & Co
New York
– -$219K -1,936 Closed
PCM
1160
Prelude Capital Management
New York
– -$218K -1,930 Closed
KFSC
1161
Keystone Financial Services (Colorado)
Colorado
– -$218K -1,929 Closed
LIM
1162
Loudon Investment Management
New Hampshire
– -$216K -1,910 Closed
IA
1163
IAM Advisory
Pennsylvania
– -$215K -1,903 Closed
Koshinski Asset Management
1164
Koshinski Asset Management
Illinois
– -$214M -1,894 Closed
RGC
1165
Roberts, Glore & Co
Illinois
– -$212K -1,875 Closed
CI
1166
Conning Inc
Connecticut
– -$210K -1,855 Closed
CAS
1167
Coppell Advisory Solutions
Texas
– -$211K -1,851 Closed
LA
1168
Lifeworks Advisors
Michigan
– -$209K -1,845 Closed
WB
1169
WesBanco Bank
West Virginia
– -$207K -1,827 Closed
CW
1170
Code Waechter
Florida
– -$205K -1,809 Closed
KFS
1171
Kurt F. Somerville
– -$204K -1,800 Closed
CFM
1172
Catalyst Funds Management
Australia
– -$204K -1,800 Closed
WMA
1173
Wealth Management Associates
New Jersey
– -$200K -1,770 Closed
BRA
1174
Bender Robert & Associates
California
– -$200K -1,770 Closed
CFGS
1175
Concourse Financial Group Securities
Alabama
– -$143K -1,260 Closed
45 46
47
48 49