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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 %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$3.3M +$433K +1,304 +15%
OPERF
377
Oregon Public Employees Retirement Fund
Oregon
$3.22M – – –
EAM
378
Eukles Asset Management
Ohio
$3.18M -$3.99K -12 -0.1%
KPPF
379
Klein Pavlis & Peasley Financial
California
$3.15M -$149K -450 -5%
Jones Financial Companies
380
Jones Financial Companies
Missouri
$3.15M +$607K +1,840 +24%
FPF
381
First Pacific Financial
Washington
$3.1M +$3.1M +9,338 New
HVIA
382
Hudson Valley Investment Advisors
New York
$3.09M +$3.09M +9,309 New
IC
383
IEQ Capital
California
$3.05M +$2.45M +7,364 +406%
OQS
384
Occudo Quantitative Strategies
Florida
$3.04M +$1.69M +5,091 +126%
WAM
385
Westport Asset Management
Connecticut
$2.99M – – –
PCM
386
Polymer Capital Management
New York
$2.99M +$2.99M +9,000 New
FRA
387
Front Row Advisors
California
$2.98M +$6.64K +20 +0.2%
EAM
388
EFG Asset Management
Oregon
$2.96M -$136K -409 -4%
TRSOTSOK
389
Teachers Retirement System of the State of Kentucky
Kentucky
$2.93M +$34.2K +103 +1%
PAG
390
Private Advisor Group
New Jersey
$2.84M -$292K -879 -9%
Public Sector Pension Investment Board (PSP Investments)
391
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.83M -$2.27M -6,840 -45%
QIM
392
Quantitative Investment Management
Virginia
$2.82M +$2.82M +8,486 New
SWM
393
SilverOak Wealth Management
Minnesota
$2.79M -$432K -1,300 -13%
DILIC
394
Dai-ichi Life Insurance Company
Japan
$2.76M +$498K +1,500 +22%
IWC
395
Integrated Wealth Concepts
Massachusetts
$2.74M +$48.2K +145 +2%
BHCM
396
Brevan Howard Capital Management
Jersey
$2.72M +$123K +371 +5%
NIA
397
NIA Impact Advisors
California
$2.72M -$83K -250 -3%
AA
398
Ancora Advisors
Ohio
$2.66M +$122K +366 +5%
NB
399
Norinchukin Bank
Japan
$2.65M -$7.31K -22 -0.3%
CIBC World Market
400
CIBC World Market
Ontario, Canada
$2.6M -$142K -426 -5%
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