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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
PW
1151
PUREfi Wealth
Massachusetts
-$257K -2,273 Closed
IWA
1152
Icon Wealth Advisors
Texas
-$252K -2,230 Closed
KWA
1153
Kingswood Wealth Advisors
California
-$250K -2,214 Closed
SIA
1154
Soltis Investment Advisors
Utah
-$246K -2,178 Closed
EWA
1155
Etesian Wealth Advisors
Oregon
-$245K -2,169 Closed
PWM
1156
Paulson Wealth Management
Illinois
-$245K -2,166 Closed
RCM
1157
Radnor Capital Management
Pennsylvania
-$241K -2,135 Closed
AWMM
1158
Aegis Wealth Management (Maryland)
Maryland
-$240K -2,125 Closed
PGFC
1159
Peapack-Gladstone Financial Corp
New Jersey
-$240K -2,120 Closed
ACA
1160
Aptus Capital Advisors
Alabama
-$238K -2,108 Closed
OR
1161
Olympiad Research
Connecticut
-$238K -2,106 Closed
SSW
1162
Smith Shellnut Wilson
Mississippi
-$235K -2,075 Closed
MSA
1163
Marino Stram & Associates
Massachusetts
-$232K -2,052 Closed
GFA
1164
Gallagher Fiduciary Advisors
Illinois
-$231K -2,040 Closed
EH
1165
Equitable Holdings
New York
-$228K -2,017 Closed
NB
1166
Nicolet Bankshares
Wisconsin
-$227K -2,008 Closed
WC
1167
Weil Company
California
-$226K -2,001 Closed
G
1168
GenTrust
Florida
-$226K -2,000 Closed
RG
1169
Rathbones Group
United Kingdom
-$226K -2,000 Closed
MC
1170
Moors & Cabot
Massachusetts
-$226K -1,996 Closed
NAS
1171
Nicolet Advisory Services
Wisconsin
-$214K -1,973 Closed
JIC
1172
Joel Isaacson & Co
New York
-$219K -1,936 Closed
PCM
1173
Prelude Capital Management
New York
-$218K -1,930 Closed
KFSC
1174
Keystone Financial Services (Colorado)
Colorado
-$218K -1,929 Closed
LIM
1175
Loudon Investment Management
New Hampshire
-$216K -1,910 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.