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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 %
Group One Trading
1176
Group One Trading
Illinois
– -$139K -1,230 Closed
AWM
1177
Avior Wealth Management
Nebraska
– -$135K -1,198 Closed
KBFS
1178
Kohmann Bosshard Financial Services
Ohio
– -$119K -1,055 Closed
KI
1179
Kapitalo Investimentos
Brazil
– -$116K -1,023 Closed
AIM
1180
Acropolis Investment Management
Missouri
– -$106K -935 Closed
LDB
1181
Lee, Danner & Bass
Tennessee
– -$104K -920 Closed
GLF
1182
Groupe la Francaise
France
– -$86.1K -749 Closed
CCA
1183
Catalyst Capital Advisors
New York
– -$82.1K -726 Closed
VWM
1184
Venturi Wealth Management
Texas
– -$81.3K -719 Closed
SSG
1185
Summit Securities Group
New York
– -$56.5K -500 Closed
GM
1186
GeoWealth Management
Illinois
– -$46.1K -408 Closed
ATC
1187
Adirondack Trust Company
New York
– -$32.2K -285 Closed
BC
1188
Bayforest Capital
United Kingdom
– -$30K -265 Closed
FA
1189
Fedenia Advisers
Wisconsin
– -$29.4K -260 Closed
AFM
1190
Aspetuck Financial Management
Connecticut
– -$22.6K -200 Closed
SAM
1191
Synergy Asset Management
Washington
– -$17.5K -161 Closed
OC
1192
Oarsman Capital
Wisconsin
– -$17K -150 Closed
VFM
1193
Vision Financial Markets
Connecticut
– -$11.3K -100 Closed
WWA
1194
Wingate Wealth Advisors
Massachusetts
– -$9.05K -80 Closed
HPC
1195
HM Payson & Co
Maine
– -$8.48K -75 Closed
HFM
1196
Harvest Fund Management
China
– -$7K -63 Closed
MAM
1197
Morse Asset Management
Connecticut
– -$5.66K -50 Closed
BAM
1198
Bellevue Asset Management
Washington
– -$4.86K -43 Closed
CIM
1199
Contravisory Investment Management
Massachusetts
– -$4.18K -37 Closed
CJ
1200
Caitlin John
Michigan
– -$2.44K -22 Closed
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