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T. Rowe Price

1,126 hedge funds and large institutions have $19.7B invested in T. Rowe Price in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 397 increasing their positions, 396 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more capital invested

Capital invested by funds: $18B → $19.7B (+$1.65B)

7% more funds holding

Funds holding: 1,0511,126 (+75)

2.59% more ownership

Funds ownership: 74.81%77.4% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 396

7% less call options, than puts

Call options by funds: $224M | Put options by funds: $241M

Holders
1,126
Holders Change
+75
Holders Change %
+7.14%
% of All Funds
14.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
169
Increased
397
Reduced
396
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
101
Universal-Beteiligungs- und Servicegesellschaft
Germany
$21.1M +$21.6M +186,695 New
NSAM
102
North Star Asset Management
Wisconsin
$21M -$536K -4,631 -2%
BAMF
103
BI Asset Management Fondsmaeglerselskab
Denmark
$21M +$10M +86,320 +87%
BC
104
Burney Company
Virginia
$20.7M -$6.43M -55,524 -23%
HIMC
105
Heritage Investors Management Corp
Maryland
$20.6M -$693K -5,981 -3%
BGIM
106
Brandywine Global Investment Management
Pennsylvania
$20.4M +$6.33M +54,640 +44%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$19.6M -$31.8M -274,391 -61%
LRPA
108
L. Roy Papp & Associates
Arizona
$19.4M -$111K -961 -0.6%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$19.2M +$1.01M +8,732 +5%
New York State Common Retirement Fund
110
New York State Common Retirement Fund
New York
$19.1M -$1.2M -10,400 -6%
Canada Pension Plan Investment Board
111
Canada Pension Plan Investment Board
Ontario, Canada
$18.7M +$498K +4,300 +3%
ESBC
112
E.S. Barr & Co
Kentucky
$18.1M -$159K -1,377 -0.9%
PI
113
PineBridge Investments
New York
$18.1M +$12M +103,209 +182%
AIM
114
Achmea Investment Management
Netherlands
$17.6M +$168K +1,454 +0.9%
DB
115
Danske Bank
Denmark
$17.4M +$7.66M +66,155 +75%
HighTower Advisors
116
HighTower Advisors
Illinois
$17M +$2.11M +18,212 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
117
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17M +$17.4M +150,000 New
Adage Capital Partners
118
Adage Capital Partners
Massachusetts
$16.8M +$7.18M +62,010 +71%
KeyBank National Association
119
KeyBank National Association
Ohio
$16.7M -$537K -4,634 -3%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$16.7M -$157K -1,356 -0.9%
SBWIC
121
Schaper Benz & Wise Investment Counsel
Wisconsin
$16.7M -$148K -1,278 -0.9%
SFI
122
Susquehanna Fundamental Investments
Pennsylvania
$16.7M +$17.1M +147,416 New
LA
123
LBP AM
France
$16.7M +$17.1M +147,366 New
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$16.6M +$1.32M +11,409 +8%
MYAM
125
Meiji Yasuda Asset Management
Japan
$16.3M -$608K -5,249 -4%

TROW Hedge Fund Activity: Q4 2024 in Review

1,126 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2024, worth a combined $19.7B — up 9.2% from $18B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new TROW positions and 76 closed out — a net gain of 93 holders — while 397 added to existing stakes and 396 trimmed.

The largest buyer was UBS Group, adding an estimated $134M. The largest seller was International Assets Investment Management, cutting an estimated $123M.

  • 1,126 institutional investors held T. Rowe Price (TROW) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $19.7B of T. Rowe Price stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 169 funds opened new T. Rowe Price positions in Q4 2024 and 76 closed out, a net change of +93 holders.
  • The largest T. Rowe Price buyer in Q4 2024 was UBS Group, an estimated $134M added.
  • The largest T. Rowe Price seller in Q4 2024 was International Assets Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2024.