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T. Rowe Price

1,074 hedge funds and large institutions have $17B invested in T. Rowe Price in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 415 increasing their positions, 389 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $230M | Put options by funds: $162M

7% more capital invested

Capital invested by funds: $15.8B → $17B (+$1.17B)

2.42% more ownership

Funds ownership: 77.45%79.87% (+2.4%)

7% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 389

1% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 113

1% less funds holding

Funds holding: 1,0841,074 (-10)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
1,074
Holders Change
-10
Holders Change %
-0.92%
% of All Funds
14.14%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
114
Increased
415
Reduced
389
Closed
113
Calls
$230M
Puts
$162M
Net Calls
+$68.1M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
101
North Star Asset Management
Wisconsin
$16.1M -$717K -7,804 -4%
SPS
102
Susquehanna Portfolio Strategies
Pennsylvania
$15.8M +$15M +163,507 New
WIC
103
Willis Investment Counsel
Georgia
$15.5M -$1.77M -19,274 -11%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$1.32M +14,420 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
105
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.3M +$563K +6,134 +4%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$15.2M +$4.37M +47,600 +43%
Grantham, Mayo, Van Otterloo & Co (GMO)
107
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.7M -$10.5M -114,270 -43%
Cerity Partners
108
Cerity Partners
New York
$14.6M +$2.2M +23,943 +19%
FGP
109
Freestone Grove Partners
California
$14.3M +$13M +142,036 +2,169%
ESBC
110
E.S. Barr & Co
Kentucky
$14.2M -$659K -7,176 -5%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$13.9M -$4.6M -50,071 -26%
GC
112
Guggenheim Capital
Illinois
$13.8M +$1.75M +19,057 +15%
MG
113
Mather Group
Illinois
$13.8M +$706K +7,690 +6%
SFI
114
Susquehanna Fundamental Investments
Pennsylvania
$13.7M -$135K -1,466 -1%
WJWM
115
Williams Jones Wealth Management
New York
$13.6M -$5.03M -54,750 -28%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M -$395K -4,300 -3%
GC
117
Grimes & Company
Massachusetts
$13.2M -$6.67M -72,608 -35%
CAM
118
Congress Asset Management
Massachusetts
$12.9M +$126K +1,367 +1%
CWM
119
Congress Wealth Management
Massachusetts
$12.9M +$4.1M +44,646 +50%
KeyBank National Association
120
KeyBank National Association
Ohio
$12.8M -$764K -8,319 -6%
SBWIC
121
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.7M -$936K -10,190 -7%
KK
122
KLP Kapitalforvaltning
Norway
$12.4M +$331K +3,600 +3%
Neuberger Berman Group
123
Neuberger Berman Group
New York
$12.3M +$614K +6,686 +6%
VIP
124
Vantage Investment Partners
Missouri
$12.3M +$242K +2,635 +2%
LRPA
125
L. Roy Papp & Associates
Arizona
$12.1M -$3.68M -40,047 -24%

TROW Hedge Fund Activity: Q2 2025 in Review

1,074 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2025, worth a combined $17B — up 7.4% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new TROW positions and 113 closed out — a net gain of 1 holder — while 415 added to existing stakes and 389 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $183M. The largest seller was Millennium Management, cutting an estimated $87M.

  • 1,074 institutional investors held T. Rowe Price (TROW) as of Q2 2025, down from 1,084 in Q1 2025.
  • Funds reported $17B of T. Rowe Price stock for Q2 2025, up 7.4% quarter-over-quarter.
  • 114 funds opened new T. Rowe Price positions in Q2 2025 and 113 closed out, a net change of +1 holder.
  • The largest T. Rowe Price buyer in Q2 2025 was First Trust Advisors, an estimated $183M added.
  • The largest T. Rowe Price seller in Q2 2025 was Millennium Management, an estimated $87M sold.

Based on aggregated 13F filings for Q2 2025.