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Rockwell Automation
ROK

Overview Fund Activity

1,254 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+96
Holders Change %
+8.29%
% of All Funds
16.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
191
Increased
378
Reduced
468
Closed
83
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$320M
2
Holocene Advisors
Holocene Advisors
New York
+$162M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$116M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$116M
5
Marshall Wace
Marshall Wace
United Kingdom
+$107M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$294M
2
Amundi
Amundi
France
-$159M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
-$132M
4
Invesco
Invesco
Georgia
-$115M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
326
Nissay Asset Management
Japan
$4.75M -$117K -353 -2%
CWM
327
CIBC World Markets
New York
$4.72M +$188K +567 +4%
YCM
328
Yousif Capital Management
Michigan
$4.67M -$74.4K -224 -2%
BFA
329
Bill Few Associates
Pennsylvania
$4.57M -$10.3K -31 -0.2%
DK
330
DJE Kapital
Germany
$4.52M +$4.52M +13,686 New
EGM
331
Engineers Gate Manager
New York
$4.51M +$1.89M +5,700 +72%
NS
332
Night Squared
New York
$4.51M -$262K -790 -6%
AWP
333
Ascent Wealth Partners
New York
$4.4M -$1.28M -3,840 -22%
BFIM
334
Beese Fulmer Investment Management
Ohio
$4.38M +$54.5K +164 +1%
RWA
335
Roberts Wealth Advisors
California
$4.37M +$15.9K +48 +0.4%
GC
336
Globeflex Capital
California
$4.37M +$4.37M +13,154 New
Mackenzie Financial
337
Mackenzie Financial
Ontario, Canada
$4.36M +$513K +1,545 +13%
GIM
338
Glenmede Investment Management
Pennsylvania
$4.36M +$4.36M +13,135 New
SC
339
Scotia Capital
Ontario, Canada
$4.36M -$2.14M -6,441 -33%
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$4.31M +$475K +1,429 +12%
MOACM
341
Mutual of America Capital Management
New York
$4.29M -$73.4K -221 -2%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$4.23M -$117K -351 -3%
N
343
Natixis
France
$4.22M +$1.26M +3,802 +43%
SOADOR
344
State of Alaska Department of Revenue
Alaska
$4.21M -$191K -575 -4%
NED
345
Nancy E. Dempze
$4.09M -$528K -1,590 -11%
SC
346
Searle & Co
Connecticut
$4.08M – – –
AI
347
Atom Investors
Texas
$4.06M -$4.61M -13,883 -53%
CCS
348
Concentric Capital Strategies
Connecticut
$4M +$4M +12,055 New
FT
349
Fiduciary Trust
Massachusetts
$3.98M -$242K -729 -6%
Pacer Advisors
350
Pacer Advisors
Pennsylvania
$3.95M +$1.92M +5,772 +94%
12 13
14
15 16