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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 %
FCFC
526
First Commonwealth Financial Corp
Pennsylvania
$1.15M – – –
CCM
527
Coldstream Capital Management
Washington
$1.15M -$93K -280 -7%
PWAM
528
Private Wealth Asset Management
Iowa
$1.14M -$664 -2 -0.1%
HAG
529
HighPoint Advisor Group
Illinois
$1.12M -$103K -309 -8%
PI
530
PFG Investments
New York
$1.12M +$465K +1,399 +71%
HT
531
Heritage Trust
Oklahoma
$1.11M – – –
CWM
532
Connecticut Wealth Management
Connecticut
$1.11M +$997 +3 +0.1%
IIC
533
Integrated Investment Consultants
Michigan
$1.11M -$22.9K -69 -2%
IIM
534
INTECH Investment Management
Florida
$1.1M +$482K +1,451 +78%
WAS
535
WESPAC Advisors SoCal
California
$1.1M +$1.1M +3,303 New
RWP
536
RWA Wealth Partners
Massachusetts
$1.09M +$26.9K +81 +3%
CRC
537
Curi RMB Capital
Illinois
$1.08M +$1.08M +3,266 New
KPWS
538
Kestra Private Wealth Services
Texas
$1.08M +$487K +1,467 +83%
DWP
539
Daymark Wealth Partners
Ohio
$1.06M -$33.9K -102 -3%
PTC
540
Private Trust Company
Ohio
$1.06M -$20.6K -62 -2%
FFA
541
First Foundation Advisors
California
$1.05M +$997 +3 +0.1%
UCI
542
Uncommon Cents Investing
Wisconsin
$1.04M -$58.1K -175 -5%
EF
543
Empowered Funds
Pennsylvania
$1.04M -$1.39M -4,180 -57%
TPW
544
Transatlantique Private Wealth
New York
$1.03M +$35.2K +106 +4%
WPC
545
Wedmont Private Capital
Pennsylvania
$1.03M -$54.1K -159 -5%
WI
546
Wahed Invest
New York
$1.02M +$38.5K +116 +4%
KRSITF
547
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.02M -$70.4K -212 -6%
AWF
548
Alpha Wealth Funds
Utah
$1.02M +$1.02M +3,083 New
GAM
549
Groupama Asset Management
France
$1.01M +$1.01M +3,071 New
SCA
550
Stonebridge Capital Advisors
Minnesota
$1.01M – – –
20 21
22
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