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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 %
SC
401
Stance Capital
Massachusetts
$2.6M +$2.6M +7,840 New
MSU
402
Mizuho Securities USA
New York
$2.59M -$418K -1,259 -14%
GIA
403
Guyasuta Investment Advisors
Pennsylvania
$2.56M +$1.33K +4 +0.1%
SGAM
404
Smith Group Asset Management
Texas
$2.54M +$879K +2,645 +53%
Wealthfront Advisers
405
Wealthfront Advisers
California
$2.53M -$30.2K -91 -1%
TWC
406
TD Waterhouse Canada
Ontario, Canada
$2.51M +$39.6K +117 +2%
NWM
407
Northcape Wealth Management
New York
$2.51M +$32.9K +99 +1%
EAMA
408
EFG Asset Management (Americas)
Florida
$2.42M -$108K -324 -4%
Walleye Trading
409
Walleye Trading
New York
$2.41M +$2.41M +7,247 New
KRS
410
Kentucky Retirement Systems
Kentucky
$2.41M -$158K -475 -6%
BP
411
BNP Paribas
France
$2.4M +$36.2K +109 +2%
MC
412
Machina Capital
France
$2.39M +$2.39M +7,199 New
MGIA
413
Moneta Group Investment Advisors
Missouri
$2.37M +$45.5K +137 +2%
SWP
414
Stratos Wealth Partners
Ohio
$2.37M -$222K -669 -9%
WB
415
WesBanco Bank
West Virginia
$2.35M +$276K +830 +13%
AAS
416
Avantax Advisory Services
Texas
$2.35M -$35.5K -107 -1%
BFA
417
Benedict Financial Advisors
Georgia
$2.34M +$997 +3 +0%
RP
418
Riverbridge Partners
Minnesota
$2.32M -$17.9K -54 -0.8%
KIA
419
Knollwood Investment Advisory
Maryland
$2.31M – – –
HIMCH
420
Hartford Investment Management Co (HIMCO)
Connecticut
$2.26M -$23.9K -72 -1%
CA
421
Cornerstone Advisors
North Carolina
$2.26M -$133K -400 -6%
VA
422
VestGen Advisors
Illinois
$2.25M -$475K -1,429 -17%
BHC
423
Bowen Hanes & Co
Florida
$2.24M – – –
Impax Asset Management Group
424
Impax Asset Management Group
United Kingdom
$2.21M +$565K +1,701 +34%
SCM
425
Sandler Capital Management
New York
$2.2M +$2.2M +6,625 New
15 16
17
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