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Rockwell Automation
ROK

Overview Fund Activity

1,158 hedge funds and large institutions have $23.4B invested in Rockwell Automation in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 391 increasing their positions, 424 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-44
Holders Change %
-3.66%
% of All Funds
15.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
121
Increased
391
Reduced
424
Closed
142
Calls
$184M
Puts
$87.3M
Net Calls
+$97.2M
Net Calls Change
+$69.4M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
$97.9M
2
GLA
Great Lakes Advisors
Illinois
$73.9M
3
Morgan Stanley
Morgan Stanley
New York
$664M
4
Fidelity International
Fidelity International
Bermuda
$132M
5
Raymond James Financial
Raymond James Financial
Florida
$92.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.52B
2
HL
Harding Loevner
New Jersey
$0
3
VOYA Investment Management
VOYA Investment Management
Georgia
$75.6M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$21.3M
5
Amundi
Amundi
France
$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$133M -$73.9K -286 -0.1%
Fidelity International
27
Fidelity International
Bermuda
$132M +$63.9M +247,148 +93%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$127M -$31.3M -121,007 -20%
Franklin Resources
29
Franklin Resources
California
$122M -$25.1M -97,121 -17%
Deutsche Bank
30
Deutsche Bank
Germany
$119M +$2.06M +7,958 +2%
DekaBank Deutsche Girozentrale
31
DekaBank Deutsche Girozentrale
Germany
$117M +$10.2M +39,941 +10%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$115M -$2.68M -10,542 -2%
DC
33
Davenport & Co
Virginia
$110M +$4.02M +15,571 +4%
MPI
34
Mairs & Power Inc
Minnesota
$108M -$89.9K -348 -0.1%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$106M -$20.6M -79,588 -16%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$102M +$16.2M +62,561 +19%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$98.5M -$9.25M -35,801 -9%
Holocene Advisors
38
Holocene Advisors
New York
$97.9M +$97.9M +378,730 New
Raymond James Financial
39
Raymond James Financial
Florida
$92.3M +$62.9M +243,249 +214%
Mitsubishi UFJ Asset Management
40
Mitsubishi UFJ Asset Management
Japan
$91.8M +$8.21M +31,772 +10%
QP
41
Quilter Plc
United Kingdom
$90.8M +$5.03M +19,463 +6%
SCM
42
Sterling Capital Management
North Carolina
$89.8M +$38.1M +147,503 +74%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$87.2M -$10.5M -40,674 -11%
Swiss National Bank
44
Swiss National Bank
Switzerland
$82.3M -$543K -2,100 -0.7%
Citadel Advisors
45
Citadel Advisors
Florida
$79.4M +$28.8M +111,565 +57%
SC
46
Saturna Capital
Washington
$77.8M – – –
VOYA Investment Management
47
VOYA Investment Management
Georgia
$75.6M -$166M -643,199 -69%
William Blair & Company
48
William Blair & Company
Illinois
$74.8M -$5.57M -21,560 -7%
GLA
49
Great Lakes Advisors
Illinois
$73.9M +$73.9M +286,624 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$72.3M +$22.9M +88,713 +46%
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