We are live on ! Find out more
TROW icon

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
BC
1201
Bayforest Capital
United Kingdom
-$30K -265 Closed
FA
1202
Fedenia Advisers
Wisconsin
-$29.4K -260 Closed
AFM
1203
Aspetuck Financial Management
Connecticut
-$22.6K -200 Closed
SAM
1204
Synergy Asset Management
Washington
-$17.5K -161 Closed
OC
1205
Oarsman Capital
Wisconsin
-$17K -150 Closed
VFM
1206
Vision Financial Markets
Connecticut
-$11.3K -100 Closed
WWA
1207
Wingate Wealth Advisors
Massachusetts
-$9.05K -80 Closed
HPC
1208
HM Payson & Co
Maine
-$8.48K -75 Closed
HFM
1209
Harvest Fund Management
China
-$7K -63 Closed
MAM
1210
Morse Asset Management
Connecticut
-$5.66K -50 Closed
TAM
1211
Tucker Asset Management
Colorado
-$5.57K -49 Closed
BAM
1212
Bellevue Asset Management
Washington
-$4.86K -43 Closed
CIM
1213
Contravisory Investment Management
Massachusetts
-$4.18K -37 Closed
CJ
1214
Caitlin John
Michigan
-$2.44K -22 Closed
CMP
1215
Coston McIsaac & Partners
Maine
-$1K -17 Closed
CWP
1216
Clark Wealth Partners
Illinois
-$1.81K -16 Closed
FCG
1217
Financial Connections Group
California
-$1K -15 Closed
Lazard Asset Management
1218
Lazard Asset Management
New York
-$1K -15 Closed
OSNBOA
1219
Old Second National Bank of Aurora
Illinois
-$1.02K -9 Closed
WA
1220
WPG Advisers
Maryland
-$1.02K -9 Closed
HWA
1221
HHM Wealth Advisors
Tennessee
-$792 -7 Closed
NMG
1222
New Millennium Group
Utah
-$452 -4 Closed
WBC
1223
West Branch Capital
Massachusetts
-$114 -1 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.