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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$17.1M -$245K -2,319 -1%
HIMC
102
Heritage Investors Management Corp
Maryland
$16.7M +$7.4K +70 +0%
Aberdeen Group
103
Aberdeen Group
United Kingdom
$16.6M +$8.69M +82,245 +82%
WIC
104
Willis Investment Counsel
Georgia
$16.5M -$4.39M -41,552 -19%
SIM
105
Sprucegrove Investment Management
Ontario, Canada
$16.4M -$4.99M -47,234 -21%
PI
106
PineBridge Investments
New York
$16.2M +$1.73M +16,343 +10%
NSAM
107
North Star Asset Management
Wisconsin
$16M -$1.2M -11,378 -6%
Connor, Clark & Lunn Investment Management (CC&L)
108
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.9M +$15.2M +144,187 +506%
LRPA
109
L. Roy Papp & Associates
Arizona
$15.2M -$588K -5,569 -3%
Aviva
110
Aviva
United Kingdom
$14.8M +$2.31M +21,836 +16%
Renaissance Technologies
111
Renaissance Technologies
New York
$14.5M +$13.5M +127,400 +419%
BAMF
112
BI Asset Management Fondsmaeglerselskab
Denmark
$14.2M -$3.29M -31,128 -17%
ESBC
113
E.S. Barr & Co
Kentucky
$14.1M -$658K -6,225 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
114
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14M +$280K +2,654 +2%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$13.7M -$2.06M -19,500 -12%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$13.7M -$2.19M -20,738 -12%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.3M +$321K +3,036 +2%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$13.3M -$343K -3,245 -2%
SFI
119
Susquehanna Fundamental Investments
Pennsylvania
$13.2M -$414K -3,916 -3%
SBWIC
120
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.1M -$577K -5,457 -4%
LA
121
LBP AM
France
$13M -$585K -5,536 -4%
KeyBank National Association
122
KeyBank National Association
Ohio
$12.9M -$753K -7,126 -5%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$12.8M -$365K -3,456 -2%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$12.6M -$988K -9,350 -6%
SCP
125
Seizert Capital Partners
Michigan
$12.5M +$719K +6,807 +5%

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.